|
2026
|
Wealthcare Capital Management
Richmond,
Virginia
|
$942M
|
+$42.1M
|
+5%
|
|
|
88
|
|
|
|
2027
|
Intrust Bank
Wichita,
Kansas
|
$940M
|
+$6.84M
|
+0.7%
|
|
|
398
|
|
|
|
2028
|
Bath Savings Trust
Bath,
Maine
|
$940M
|
-$1.8M
|
-0.2%
|
|
|
172
|
|
|
|
2029
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$939M
|
+$11.2M
|
+1%
|
|
|
178
|
|
|
|
2030
|
PSG Equity
Boston,
Massachusetts
|
$938M
|
+$133M
|
+17%
|
|
|
1
|
|
|
|
2031
|
Pine Ridge Advisers
New York
|
$938M
|
+$82.9M
|
+10%
|
|
|
34
|
|
|
|
2032
|
GuoLine Advisory
Singapore
|
$937M
|
+$117M
|
+14%
|
|
|
20
|
|
|
|
2033
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$937M
|
-$45.5M
|
-5%
|
|
|
605
|
|
|
|
2034
|
Ausdal Financial Partners
Davenport,
Iowa
|
$936M
|
+$75.6M
|
+9%
|
|
|
517
|
|
|
|
2035
|
a16z Perennial Management
Menlo Park,
California
|
$935M
|
-$136M
|
-13%
|
|
|
47
|
|
|
|
2036
|
Gemmer Asset Management
Walnut Creek,
California
|
$935M
|
+$73.1M
|
+8%
|
|
|
147
|
|
|
|
2037
|
Freedom Together Foundation
New York
|
$934M
|
+$17.8M
|
+2%
|
|
|
24
|
|
|
|
2038
|
MMBG Investment Advisors
Miami,
Florida
|
$933M
|
-$15.2M
|
-2%
|
|
|
163
|
|
|
|
2039
|
WealthPLAN Partners
Omaha,
Nebraska
|
$931M
|
-$34.4M
|
-4%
|
|
|
329
|
|
|
|
2040
|
SNS Financial Group
Minneapolis,
Minnesota
|
$931M
|
+$19M
|
+2%
|
|
|
195
|
|
|
|
2041
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$930M
|
+$141M
|
+18%
|
|
|
111
|
|
|
|
2042
|
Fiduciary Group
Savannah,
Georgia
|
$930M
|
+$12M
|
+1%
|
|
|
276
|
|
|
|
2043
|
Connable Office Inc
Kalamazoo,
Michigan
|
$929M
|
+$46.7M
|
+5%
|
|
|
226
|
|
|
|
2044
|
Austin Private Wealth
Austin,
Texas
|
$929M
|
+$59.5M
|
+7%
|
|
|
238
|
|
|
|
2045
|
|
$929M
|
+$114M
|
+14%
|
|
|
284
|
|
|
|
2046
|
Private Trust Company
Cleveland,
Ohio
|
$929M
|
+$2.88M
|
+0.3%
|
|
|
2,373
|
|
|
|
2047
|
KWMG LLC
Overland Park,
Kansas
|
$927M
|
+$13.5M
|
+1%
|
|
|
136
|
|
|
|
2048
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$927M
|
-$53.1M
|
-5%
|
|
|
111
|
|
|
|
2049
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$927M
|
+$25.4M
|
+3%
|
|
|
188
|
|
|
|
2050
|
Entropy Technologies
New York
|
$925M
|
-$12.8M
|
-1%
|
|
|
990
|
|
|