|
2026
|
111 Capital
Paris,
France
|
$1.7M
|
+$690K
|
+3,031
|
+69%
|
|
|
2027
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.7M
|
-$1.97M
|
-8,667
|
-54%
|
|
|
2028
|
|
$1.7M
|
-$11.4K
|
-50
|
-0.7%
|
|
|
2029
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.7M
|
+$66.1K
|
+290
|
+4%
|
|
|
2030
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.69M
|
-$4.1K
|
-18
|
-0.2%
|
|
|
2031
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.69M
|
+$767K
|
+3,367
|
+83%
|
|
|
2032
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$1.69M
|
-$23.9K
|
-105
|
-1%
|
|
|
2033
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.69M
|
+$14.6K
|
+64
|
+0.9%
|
|
|
2034
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$1.69M
|
-$394K
|
-1,730
|
-19%
|
|
|
2035
|
1900 Wealth Management
San Antonio,
Texas
|
$1.68M
|
+$539K
|
+2,365
|
+47%
|
|
|
2036
|
Legacy Trust
Grand Rapids,
Michigan
|
$1.68M
|
+$73.1K
|
+321
|
+5%
|
|
|
2037
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$1.68M
|
+$44.2K
|
+194
|
+3%
|
|
|
2038
|
First Interstate Bank
Billings,
Montana
|
$1.68M
|
-$135K
|
-594
|
-7%
|
|
|
2039
|
Volterra Technologies
New York
|
$1.68M
|
+$1.67M
|
+7,349
|
New
|
|
|
2040
|
Golden Reserve Retirement
Dublin,
Ohio
|
$1.68M
|
+$1.67M
|
+7,346
|
New
|
|
|
2041
|
LifeSteps Financial
Claremont,
California
|
$1.67M
|
+$2.96K
|
+13
|
+0.2%
|
|
|
2042
|
Serenity Investment Advisors
Chicago,
Illinois
|
$1.67M
|
+$1.7M
|
+7,449
|
New
|
|
|
2043
|
Allred Capital Management
Dallas,
Texas
|
$1.67M
|
-$9.79K
|
-43
|
-0.6%
|
|
|
2044
|
V-Square Quantitative Management
Chicago,
Illinois
|
$1.67M
|
-$860K
|
-3,774
|
-34%
|
|
|
2045
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.66M
|
-$82.9K
|
-364
|
-5%
|
|
|
2046
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$1.66M
|
+$290K
|
+1,272
|
+21%
|
|
|
2047
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.66M
|
-$79K
|
-347
|
-5%
|
|
|
2048
|
Old North State Trust
Greensboro,
North Carolina
|
$1.66M
|
-$66.3K
|
-291
|
-4%
|
|
|
2049
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.66M
|
-$36.2K
|
-159
|
-2%
|
|
|
2050
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.66M
|
+$546K
|
+2,395
|
+49%
|
|
