|
2026
|
Bard Financial Services
Branford,
Connecticut
|
$941M
|
+$49.5M
|
+6%
|
|
|
241
|
|
|
|
2027
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$940M
|
+$122M
|
+15%
|
|
|
93
|
|
|
|
2028
|
Smith, Moore & Co
Clayton,
Missouri
|
$938M
|
+$89.8M
|
+11%
|
|
|
443
|
|
|
|
2029
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$938M
|
+$31.6M
|
+3%
|
|
|
397
|
|
|
|
2030
|
Entropy Technologies
New York
|
$938M
|
+$399M
|
+74%
|
|
|
913
|
|
|
|
2031
|
TD Capital Management
Memphis,
Tennessee
|
$938M
|
+$61.8M
|
+7%
|
|
|
556
|
|
|
|
2032
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$938M
|
+$93.6M
|
+11%
|
|
|
197
|
|
|
|
2033
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$938M
|
+$45.2M
|
+5%
|
|
|
163
|
|
|
|
2034
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$938M
|
+$85.5M
|
+10%
|
|
|
186
|
|
|
|
2035
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$936M
|
+$162M
|
+21%
|
|
|
517
|
|
|
|
2036
|
Dynamic Technology Lab
Singapore
|
$936M
|
-$9.54M
|
-1%
|
|
|
1,527
|
|
|
|
2037
|
Canyon Capital Advisors
Dallas,
Texas
|
$936M
|
+$51.4M
|
+6%
|
|
|
22
|
|
|
|
2038
|
Browning West
Los Angeles,
California
|
$936M
|
+$7.18M
|
+0.8%
|
|
|
2
|
|
|
|
2039
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$934M
|
-$137M
|
-13%
|
|
|
1,029
|
|
|
|
2040
|
Intrust Bank
Wichita,
Kansas
|
$933M
|
+$71.5M
|
+8%
|
|
|
393
|
|
|
|
2041
|
Wealthquest
Cincinnati,
Ohio
|
$933M
|
+$30.8M
|
+3%
|
|
|
141
|
|
|
|
2042
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$933M
|
+$91.3M
|
+11%
|
|
|
190
|
|
|
|
2043
|
First Business Financial Services
Madison,
Wisconsin
|
$933M
|
+$72.4M
|
+8%
|
|
|
171
|
|
|
|
2044
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$932M
|
+$77.9M
|
+9%
|
|
|
366
|
|
|
|
2045
|
Cypress Funds
Los Angeles,
California
|
$932M
|
+$71.2M
|
+8%
|
|
|
16
|
|
|
|
2046
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$931M
|
-$26M
|
-3%
|
|
|
969
|
|
|
|
2047
|
Criteria Caixa
Barcelona,
Spain
|
$929M
|
+$42.6M
|
+5%
|
|
|
26
|
|
|
|
2048
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$929M
|
+$37.9M
|
+4%
|
|
|
145
|
|
|
|
2049
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$928M
|
-$31.4M
|
-3%
|
|
|
181
|
|
|
|
2050
|
RWWM Inc
Rocklin,
California
|
$927M
|
+$64.7M
|
+8%
|
|
|
18
|
|
|