|
2026
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$540K
|
+$572K
|
+5,010
|
New
|
|
|
2027
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$540K
|
+$153K
|
+1,340
|
+37%
|
|
|
2028
|
Norman Fields Gottscho Capital Management
New York
|
$538K
|
-$11.4K
|
-100
|
-2%
|
|
|
2029
|
Robinson Value Management
San Antonio,
Texas
|
$536K
|
+$2.17K
|
+19
|
+0.4%
|
|
|
2030
|
Terra Nova Asset Management
New York
|
$535K
|
+$18.4K
|
+161
|
+3%
|
|
|
2031
|
|
$532K
|
–
|
–
|
–
|
|
|
2032
|
Fiducient Advisors
Chicago,
Illinois
|
$529K
|
-$22.9K
|
-200
|
-4%
|
|
|
2033
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
2034
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$527K
|
+$25.7K
|
+225
|
+5%
|
|
|
2035
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$526K
|
-$62.3K
|
-545
|
-10%
|
|
|
2036
|
Orca Investment Management
Roseburg,
Oregon
|
$526K
|
-$51.3K
|
-449
|
-8%
|
|
|
2037
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$525K
|
-$222K
|
-1,941
|
-29%
|
|
|
2038
|
Waddell & Associates
Memphis,
Tennessee
|
$525K
|
+$22.9K
|
+200
|
+4%
|
|
|
2039
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$522K
|
+$70.5K
|
+617
|
+15%
|
|
|
2040
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$520K
|
-$120K
|
-1,052
|
-18%
|
|
|
2041
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$520K
|
+$29.5K
|
+258
|
+6%
|
|
|
2042
|
Krilogy Financial
St. Louis,
Missouri
|
$519K
|
+$29.1K
|
+255
|
+6%
|
|
|
2043
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$518K
|
-$12.6K
|
-110
|
-2%
|
|
|
2044
|
One Plus One Wealth Management
Jupiter,
Florida
|
$516K
|
+$34.3K
|
+300
|
+7%
|
|
|
2045
|
Members Trust
Tampa,
Florida
|
$516K
|
+$45.7K
|
+400
|
+9%
|
|
|
2046
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$515K
|
–
|
–
|
–
|
|
|
2047
|
Silvant Capital Management
Atlanta,
Georgia
|
$515K
|
–
|
–
|
–
|
|
|
2048
|
Circle Wealth Management
Summit,
New Jersey
|
$514K
|
-$179K
|
-1,564
|
-25%
|
|
|
2049
|
Golden State Wealth Management
Santa Ana,
California
|
$512K
|
-$12.1K
|
-106
|
-2%
|
|
|
2050
|
Silicon Hills Wealth Management
Austin,
Texas
|
$511K
|
+$7.31K
|
+64
|
+1%
|
|
