|
2026
|
XML Financial
Bethesda,
Maryland
|
$1.09B
|
+$14.9M
|
+1%
|
0.33%
|
69.5%
|
373
|
10.72%
|
|
|
2027
|
Fusion Family Wealth
Woodbury,
New York
|
$1.09B
|
+$4.7M
|
+0.4%
|
1.76%
|
58.2%
|
46
|
8.7%
|
|
|
2028
|
United Asset Strategies
Garden City,
New York
|
$1.09B
|
+$15.9M
|
+1%
|
4.68%
|
94.6%
|
252
|
14.29%
|
|
|
2029
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.09B
|
+$83.7M
|
+8%
|
5.1%
|
99.7%
|
68
|
25%
|
|
|
2030
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.09B
|
+$29.3M
|
+3%
|
0.47%
|
62.7%
|
398
|
11.81%
|
|
|
2031
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.08B
|
-$33.5M
|
-3%
|
0.2%
|
69%
|
205
|
6.83%
|
|
|
2032
|
Austin Private Wealth
Austin,
Texas
|
$1.08B
|
+$40.5M
|
+4%
|
0.16%
|
62.3%
|
322
|
24.84%
|
|
|
2033
|
Soltis Investment Advisors
St. George,
Utah
|
$1.08B
|
+$56.3M
|
+6%
|
2.85%
|
80.8%
|
399
|
15.54%
|
|
|
2034
|
BTC Capital Management
Des Moines,
Iowa
|
$1.08B
|
-$46M
|
-4%
|
2.19%
|
–
|
215
|
9.77%
|
|
|
2035
|
WBH Advisory
Baltimore,
Maryland
|
$1.08B
|
+$21.6M
|
+2%
|
0.08%
|
57.6%
|
335
|
7.16%
|
|
|
2036
|
WS Management
Jacksonville,
Florida
|
$1.08B
|
-$352M
|
-25%
|
1.08%
|
309%
|
58
|
39.66%
|
|
|
2037
|
MBB Public Markets
Chicago,
Illinois
|
$1.08B
|
-$710M
|
-40%
|
4.14%
|
50.3%
|
571
|
87.22%
|
|
|
2038
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.08B
|
+$129M
|
+14%
|
0.91%
|
73.4%
|
664
|
23.34%
|
|
|
2039
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.08B
|
+$34.3M
|
+3%
|
5.63%
|
93.8%
|
109
|
8.26%
|
|
|
2040
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$1.08B
|
-$70.1M
|
-6%
|
1.71%
|
70.5%
|
138
|
20.29%
|
|
|
2041
|
Tompkins Financial
Ithaca,
New York
|
$1.08B
|
+$31.9M
|
+3%
|
1.52%
|
74.1%
|
610
|
18.03%
|
|
|
2042
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.07B
|
+$4.01M
|
+0.4%
|
1.32%
|
39.2%
|
192
|
9.38%
|
|
|
2043
|
Dupont Capital Management
Wilmington,
Delaware
|
$1.07B
|
-$125M
|
-10%
|
2.96%
|
137%
|
144
|
27.78%
|
|
|
2044
|
Cozad Asset Management
Champaign,
Illinois
|
$1.07B
|
+$25.6M
|
+2%
|
3.8%
|
132%
|
421
|
10.45%
|
|
|
2045
|
RVW Wealth
Los Angeles,
California
|
$1.07B
|
-$4.61M
|
-0.4%
|
0.36%
|
59.3%
|
162
|
15.43%
|
|
|
2046
|
Royal Fund Management
Lady Lake,
Florida
|
$1.07B
|
-$606M
|
-36%
|
1.58%
|
92.4%
|
372
|
29.84%
|
|
|
2047
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.07B
|
-$19.7M
|
-2%
|
0.59%
|
62.6%
|
215
|
4.65%
|
|
|
2048
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.07B
|
+$12.1M
|
+1%
|
0.89%
|
59.4%
|
1,080
|
7.78%
|
|
|
2049
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.07B
|
+$55.6M
|
+5%
|
4.74%
|
90.8%
|
1,193
|
7.46%
|
|
|
2050
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.07B
|
+$22.8M
|
+2%
|
1.02%
|
80.5%
|
379
|
7.65%
|
|