|
2026
|
Capital One National Association
New York
|
$5.12M
|
+$4.48M
|
+69,684
|
New
|
|
|
2027
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$5.1M
|
+$88.3K
|
+1,372
|
+2%
|
|
|
2028
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$5.09M
|
-$980K
|
-15,228
|
-18%
|
|
|
2029
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$5.09M
|
+$58.7K
|
+912
|
+1%
|
|
|
2030
|
Sturgeon Ventures
London,
United Kingdom
|
$5.09M
|
+$4.46M
|
+69,308
|
New
|
|
|
2031
|
GS Investments
Minneapolis,
Minnesota
|
$5.09M
|
+$171K
|
+2,664
|
+2%
|
|
|
2032
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$5.09M
|
+$4.46M
|
+69,288
|
New
|
|
|
2033
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$5.08M
|
-$107K
|
-1,660
|
-2%
|
|
|
2034
|
Cornerstone Capital
Palo Alto,
California
|
$5.06M
|
+$212K
|
+3,300
|
+5%
|
|
|
2035
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.06M
|
-$129K
|
-2,000
|
-3%
|
|
|
2036
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5.05M
|
-$87.8K
|
-1,364
|
-2%
|
|
|
2037
|
Clearstead Trust
Portland,
Maine
|
$5.04M
|
-$264K
|
-4,104
|
-6%
|
|
|
2038
|
Leisure Capital Management
Costa Mesa,
California
|
$5.02M
|
-$196K
|
-3,052
|
-4%
|
|
|
2039
|
Harbour Investment Management
Edmonds,
Washington
|
$5.02M
|
-$6.43K
|
-100
|
-0.1%
|
|
|
2040
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.02M
|
+$3.19M
|
+49,612
|
+264%
|
|
|
2041
|
JT Stratford LLC
Gainesville,
Georgia
|
$5.01M
|
-$617K
|
-9,592
|
-12%
|
|
|
2042
|
RBA Wealth Management
Newport Beach,
California
|
$5.01M
|
-$48.6K
|
-756
|
-1%
|
|
|
2043
|
Xcel Wealth Management
Holly Hill,
Florida
|
$5.01M
|
+$135K
|
+2,104
|
+3%
|
|
|
2044
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$5M
|
+$4.38M
|
+68,160
|
New
|
|
|
2045
|
Bigelow Investment Advisors
Portland,
Maine
|
$5M
|
-$121K
|
-1,880
|
-3%
|
|
|
2046
|
Fortem Financial Group
Palm Desert,
California
|
$4.99M
|
-$341K
|
-5,300
|
-7%
|
|
|
2047
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.98M
|
+$413K
|
+6,424
|
+10%
|
|
|
2048
|
Howard Financial Services
Dallas,
Texas
|
$4.96M
|
+$83.6K
|
+1,300
|
+2%
|
|
|
2049
|
Norway Savings Bank
Portland,
Maine
|
$4.96M
|
-$105K
|
-1,636
|
-2%
|
|
|
2050
|
Rafferty Asset Management
New York
|
$4.95M
|
+$438K
|
+6,816
|
+11%
|
|
