|
2026
|
Lodestar Private Asset Management
Alamo,
California
|
$624K
|
–
|
–
|
–
|
|
|
2027
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$621K
|
-$38.2K
|
-717
|
-6%
|
|
|
2028
|
Stone Summit Wealth
Miami,
Florida
|
$620K
|
–
|
–
|
–
|
|
|
2029
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$617K
|
+$48.5K
|
+912
|
+9%
|
|
|
2030
|
Wealthquest
Cincinnati,
Ohio
|
$616K
|
+$615K
|
+11,556
|
New
|
|
|
2031
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$616K
|
-$200K
|
-3,756
|
-25%
|
|
|
2032
|
Pacific Sage Partners
Edmonds,
Washington
|
$615K
|
+$160
|
+3
|
+0%
|
|
|
2033
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$614K
|
-$20.1K
|
-378
|
-3%
|
|
|
2034
|
DRW Securities
Chicago,
Illinois
|
$613K
|
+$612K
|
+11,496
|
New
|
|
|
2035
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$608K
|
+$160
|
+3
|
+0%
|
|
|
2036
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$608K
|
-$1.4M
|
-26,343
|
-70%
|
|
|
2037
|
OneAscent Financial Services
Birmingham,
Alabama
|
$608K
|
+$607K
|
+11,409
|
New
|
|
|
2038
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$608K
|
-$5.59K
|
-105
|
-0.9%
|
|
|
2039
|
NFP Retirement Inc
Aliso Viejo,
California
|
$604K
|
-$19K
|
-357
|
-3%
|
|
|
2040
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$601K
|
+$958
|
+18
|
+0.2%
|
|
|
2041
|
Cypress Wealth Services
Palm Desert,
California
|
$600K
|
–
|
–
|
–
|
|
|
2042
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$598K
|
-$118K
|
-2,226
|
-17%
|
|
|
2043
|
Middleton & Co
Boston,
Massachusetts
|
$598K
|
-$8.3K
|
-156
|
-1%
|
|
|
2044
|
TrueWealth Advisors
Birmingham,
Alabama
|
$598K
|
+$331K
|
+6,228
|
+125%
|
|
|
2045
|
Private Wealth Strategies
New Albany,
Ohio
|
$597K
|
–
|
–
|
–
|
|
|
2046
|
Y.D. More Investments
Ramat Gan,
Israel
|
$597K
|
+$112K
|
+2,100
|
+23%
|
|
|
2047
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$596K
|
+$17.1K
|
+321
|
+3%
|
|
|
2048
|
DGS Capital Management
Jersey City,
New Jersey
|
$594K
|
+$20.9K
|
+393
|
+4%
|
|
|
2049
|
Private Portfolio Partners
Paramus,
New Jersey
|
$593K
|
+$16.6K
|
+312
|
+3%
|
|
|
2050
|
Iowa State Bank
Urbandale,
Iowa
|
$593K
|
+$93.2K
|
+1,752
|
+19%
|
|
