|
2026
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$153K
|
+$152K
|
2
|
0.08%
|
New
|
|
|
2027
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$152K
|
+$141K
|
4
|
0%
|
Increased
|
|
|
2028
|
Bare Financial Services
Gap,
Pennsylvania
|
$152K
|
+$37.3K
|
4
|
0.03%
|
Increased
|
|
|
2029
|
Napier Financial
Braintree,
Massachusetts
|
$152K
|
+$151K
|
1
|
0.03%
|
New
|
|
|
2030
|
|
$152K
|
-$850K
|
1
|
0%
|
Reduced
|
|
|
2031
|
Strategic Wealth Partners
Independence,
Ohio
|
$147K
|
+$112K
|
4
|
0.01%
|
Increased
|
|
|
2032
|
|
$146K
|
+$122K
|
3
|
0.08%
|
Increased
|
|
|
2033
|
Chesapeake Asset Management
New York
|
$145K
|
+$133K
|
3
|
0.11%
|
Increased
|
|
|
2034
|
Physician Wealth Advisors
Midvale,
Utah
|
$141K
|
+$113K
|
8
|
0.02%
|
Increased
|
|
|
2035
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$141K
|
+$140K
|
2
|
0.01%
|
New
|
|
|
2036
|
First Command Advisory Services
Fort Worth,
Texas
|
$140K
|
+$51.2K
|
2
|
0%
|
Increased
|
|
|
2037
|
Center for Financial Planning
Southfied,
Michigan
|
$138K
|
+$137K
|
2
|
0.01%
|
New
|
|
|
2038
|
Strive Financial Group
Carmel,
Indiana
|
$138K
|
+$133K
|
3
|
0.06%
|
Increased
|
|
|
2039
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$138K
|
+$121K
|
2
|
0.03%
|
Increased
|
|
|
2040
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$138K
|
+$137K
|
1
|
0.02%
|
New
|
|
|
2041
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$137K
|
-$29.3K
|
1
|
0%
|
Reduced
|
|
|
2042
|
Wellington Shields & Co
New York
|
$135K
|
+$135K
|
1
|
0.03%
|
New
|
|
|
2043
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$134K
|
+$124K
|
3
|
0.01%
|
Increased
|
|
|
2044
|
Ares Systematic Credit
London,
|
$134K
|
+$161K
|
1
|
0.08%
|
New
|
|
|
2045
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$133K
|
+$132K
|
3
|
0.08%
|
New
|
|
|
2046
|
Signature Resources Capital Management
Newport Beach,
California
|
$131K
|
+$75.8K
|
3
|
0.05%
|
Increased
|
|
|
2047
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$130K
|
+$122K
|
3
|
0.04%
|
Increased
|
|
|
2048
|
Fortitude Family Office
Scottsdale,
Arizona
|
$130K
|
+$107K
|
5
|
0.03%
|
Increased
|
|
|
2049
|
Aventura Private Wealth
Aventura,
Florida
|
$129K
|
+$25.8K
|
2
|
0.04%
|
Increased
|
|
|
2050
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$128K
|
+$90K
|
2
|
0.01%
|
Increased
|
|