|
2026
|
Curated Wealth Partners
El Segundo,
California
|
$294K
|
+$16.2K
|
+45
|
+6%
|
|
|
2027
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$294K
|
+$301K
|
+835
|
New
|
|
|
2028
|
Bremer Bank National Association
St Paul,
Minnesota
|
$293K
|
-$91.1K
|
-253
|
-23%
|
|
|
2029
|
Bank OZK
Little Rock,
Arkansas
|
$292K
|
-$1.22M
|
-3,397
|
-80%
|
|
|
2030
|
Vivaldi Capital Management
Chicago,
Illinois
|
$292K
|
+$9.72K
|
+27
|
+4%
|
|
|
2031
|
Arcus Capital Partners
Atlanta,
Georgia
|
$292K
|
–
|
–
|
–
|
|
|
2032
|
Optimum Investment Advisors
Chicago,
Illinois
|
$290K
|
-$36K
|
-100
|
-11%
|
|
|
2033
|
Western Wealth Management
Golden,
Colorado
|
$290K
|
-$163K
|
-454
|
-36%
|
|
|
2034
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$290K
|
+$3.24K
|
+9
|
+1%
|
|
|
2035
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$289K
|
+$9.36K
|
+26
|
+3%
|
|
|
2036
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$288K
|
-$5.97M
|
-16,577
|
-95%
|
|
|
2037
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$288K
|
+$295K
|
+819
|
New
|
|
|
2038
|
Aspen Grove Capital
Avon,
Colorado
|
$288K
|
+$360
|
+1
|
+0.1%
|
|
|
2039
|
Cora Capital Advisors
Marlton,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
2040
|
Westshore Wealth
Newport Beach,
California
|
$287K
|
–
|
–
|
–
|
|
|
2041
|
Root Financial Partners
Encinitas,
California
|
$286K
|
+$293K
|
+813
|
New
|
|
|
2042
|
Kelly Financial Services
Braintree,
Massachusetts
|
$286K
|
+$22K
|
+61
|
+8%
|
|
|
2043
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$285K
|
+$292K
|
+811
|
New
|
|
|
2044
|
Silver Oak Securities
Jackson,
Tennessee
|
$285K
|
-$36.4K
|
-101
|
-11%
|
|
|
2045
|
SSI Investment Management
Los Angeles,
California
|
$285K
|
–
|
–
|
–
|
|
|
2046
|
Ignite Planners
San Clemente,
California
|
$284K
|
+$1.44K
|
+4
|
+0.5%
|
|
|
2047
|
Dahring Cusmano
Novi,
Michigan
|
$283K
|
+$289K
|
+804
|
New
|
|
|
2048
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$283K
|
-$571K
|
-1,585
|
-66%
|
|
|
2049
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$282K
|
+$289K
|
+803
|
New
|
|
|
2050
|
SP Asset Management
Cupertino,
California
|
$282K
|
+$1.44K
|
+4
|
+0.5%
|
|
