|
2026
|
SkyOak Wealth
Southfield,
Michigan
|
$1.27M
|
-$4.67K
|
-25
|
-0.4%
|
|
|
2027
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.27M
|
-$2.8K
|
-15
|
-0.2%
|
|
|
2028
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.26M
|
-$131K
|
-700
|
-10%
|
|
|
2029
|
Gladius Capital Management
Chicago,
Illinois
|
$1.26M
|
+$401K
|
+2,149
|
+51%
|
|
|
2030
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.26M
|
+$48.7K
|
+261
|
+4%
|
|
|
2031
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$1.25M
|
-$14.7K
|
-79
|
-1%
|
|
|
2032
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.25M
|
-$5.04K
|
-27
|
-0.4%
|
|
|
2033
|
China Universal Asset Management Company
Shanghai,
China
|
$1.25M
|
+$672K
|
+3,603
|
+131%
|
|
|
2034
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.25M
|
+$616K
|
+3,301
|
+109%
|
|
|
2035
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.25M
|
-$42K
|
-225
|
-3%
|
|
|
2036
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.24M
|
-$84.5K
|
-453
|
-7%
|
|
|
2037
|
Trek Financial
Scottsdale,
Arizona
|
$1.24M
|
+$158K
|
+847
|
+16%
|
|
|
2038
|
IRON Financial
Northbrook,
Illinois
|
$1.24M
|
+$685K
|
+3,669
|
+141%
|
|
|
2039
|
Menard Financial Group
Houston,
Texas
|
$1.24M
|
-$34.7K
|
-186
|
-3%
|
|
|
2040
|
Focused Wealth Management
Newburgh,
New York
|
$1.23M
|
+$4.67K
|
+25
|
+0.4%
|
|
|
2041
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.23M
|
+$2.24K
|
+12
|
+0.2%
|
|
|
2042
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.23M
|
-$58.8K
|
-315
|
-5%
|
|
|
2043
|
Taurus Asset Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
2044
|
Joel Isaacson & Co
New York
|
$1.22M
|
-$18.1K
|
-97
|
-2%
|
|
|
2045
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.22M
|
+$1.15M
|
+6,179
|
New
|
|
|
2046
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.22M
|
+$173K
|
+927
|
+18%
|
|
|
2047
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.22M
|
-$1.31K
|
-7
|
-0.1%
|
|
|
2048
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.22M
|
-$1.31K
|
-7
|
-0.1%
|
|
|
2049
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.21M
|
-$3.17K
|
-17
|
-0.3%
|
|
|
2050
|
FullCircle Wealth
Dallas,
Texas
|
$1.21M
|
+$1.49K
|
+8
|
+0.1%
|
|
