|
2026
|
Compass Capital Management
Minneapolis,
Minnesota
|
$12.9M
|
+$58K
|
+231
|
+0.4%
|
|
|
2027
|
Bradyco Inc
Cambridge,
Massachusetts
|
$12.9M
|
-$2.51K
|
-10
|
-0%
|
|
|
2028
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$12.9M
|
+$34.4K
|
+137
|
+0.3%
|
|
|
2029
|
Rench Wealth Management
Denton,
Texas
|
$12.9M
|
-$15.8K
|
-63
|
-0.1%
|
|
|
2030
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$12.9M
|
-$1.48M
|
-5,885
|
-10%
|
|
|
2031
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$12.9M
|
-$2.57M
|
-10,252
|
-16%
|
|
|
2032
|
Deuterium Capital Management
Clearwater,
Florida
|
$12.9M
|
–
|
–
|
–
|
|
|
2033
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$12.9M
|
+$6.09M
|
+24,282
|
+82%
|
|
|
2034
|
Capital City Trust
Tallahassee,
Florida
|
$12.9M
|
+$71.3K
|
+284
|
+0.5%
|
|
|
2035
|
BIP Wealth
Atlanta,
Georgia
|
$12.9M
|
+$2.87M
|
+11,442
|
+27%
|
|
|
2036
|
Roberts Wealth Advisors
Palo Alto,
California
|
$12.8M
|
-$374K
|
-1,489
|
-3%
|
|
|
2037
|
Focused Wealth Management
Newburgh,
New York
|
$12.8M
|
+$200K
|
+798
|
+2%
|
|
|
2038
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$12.8M
|
+$206K
|
+819
|
+2%
|
|
|
2039
|
Morningstar Investment Management
Chicago,
Illinois
|
$12.8M
|
–
|
–
|
–
|
|
|
2040
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$12.8M
|
+$300K
|
+1,197
|
+2%
|
|
|
2041
|
Evermay Wealth Management
Arlington,
Virginia
|
$12.7M
|
+$495K
|
+1,971
|
+4%
|
|
|
2042
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$12.7M
|
+$2.21M
|
+8,802
|
+20%
|
|
|
2043
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$12.7M
|
-$66.8K
|
-266
|
-0.5%
|
|
|
2044
|
Kinsale Capital Group
Richmond,
Virginia
|
$12.7M
|
+$13.3M
|
+53,115
|
New
|
|
|
2045
|
Canal Capital Management
Richmond,
Virginia
|
$12.7M
|
+$1.42M
|
+5,646
|
+12%
|
|
|
2046
|
Strategic Global Advisors
Newport Beach,
California
|
$12.7M
|
+$452K
|
+1,800
|
+4%
|
|
|
2047
|
Elyxium Wealth
San Mateo,
California
|
$12.6M
|
+$7.02M
|
+27,957
|
+111%
|
|
|
2048
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.6M
|
+$170K
|
+676
|
+1%
|
|
|
2049
|
|
$12.6M
|
-$45.9K
|
-183
|
-0.3%
|
|
|
2050
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$12.6M
|
+$29.1K
|
+116
|
+0.2%
|
|
