|
2026
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$103K
|
+$248
|
+1
|
+0.2%
|
|
|
2027
|
Blume Capital Management
Berkeley,
California
|
$102K
|
–
|
–
|
–
|
|
|
2028
|
Simon Quick Advisors
Morristown,
New Jersey
|
$102K
|
+$56.5K
|
+228
|
+132%
|
|
|
2029
|
Global Financial Private Client
Sarasota,
Florida
|
$97.3K
|
-$10.7K
|
-43
|
-10%
|
|
|
2030
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$97K
|
-$10.7K
|
-43
|
-10%
|
|
|
2031
|
Parallax Volatility Advisers
San Francisco,
California
|
$92K
|
-$1.68M
|
-6,780
|
-95%
|
|
|
2032
|
Lipe & Dalton
Syracuse,
New York
|
$91K
|
–
|
–
|
–
|
|
|
2033
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$89K
|
+$87K
|
+351
|
New
|
|
|
2034
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$88K
|
+$6.19K
|
+25
|
+8%
|
|
|
2035
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$86K
|
–
|
–
|
–
|
|
|
2036
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$85K
|
–
|
–
|
–
|
|
|
2037
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
2038
|
Avion Wealth
The Woodlands,
Texas
|
$82K
|
–
|
–
|
–
|
|
|
2039
|
Lenox Wealth Advisors
New York
|
$77K
|
+$5.45K
|
+22
|
+8%
|
|
|
2040
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$76K
|
-$152K
|
-614
|
-67%
|
|
|
2041
|
Knuff & Co
Foster City,
California
|
$76K
|
–
|
–
|
–
|
|
|
2042
|
Tortoise Investment Management
White Plains,
New York
|
$76K
|
+$24.8K
|
+100
|
+50%
|
|
|
2043
|
Crewe Advisors
Salt Lake City,
Utah
|
$75K
|
+$18.3K
|
+74
|
+34%
|
|
|
2044
|
Creative Financial Designs
Kokomo,
Indiana
|
$74K
|
+$70.1K
|
+283
|
+4,043%
|
|
|
2045
|
Clearstead Trust
Portland,
Maine
|
$73K
|
+$4.71K
|
+19
|
+7%
|
|
|
2046
|
EARNEST Partners
Atlanta,
Georgia
|
$71K
|
–
|
–
|
–
|
|
|
2047
|
HBC Financial Services
Seattle,
Washington
|
$66K
|
–
|
–
|
–
|
|
|
2048
|
Jackson Square Capital
San Francisco,
California
|
$66K
|
–
|
–
|
–
|
|
|
2049
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
2050
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$66K
|
+$6.19K
|
+25
|
+11%
|
|
