|
2026
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4.61M
|
-$352K
|
-2,040
|
-7%
|
|
|
2027
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$4.59M
|
+$462K
|
+2,680
|
+11%
|
|
|
2028
|
Patten & Patten
Chattanooga,
Tennessee
|
$4.58M
|
+$569K
|
+3,300
|
+13%
|
|
|
2029
|
Symphony Financial
Houston,
Texas
|
$4.58M
|
-$2.32M
|
-13,440
|
-33%
|
|
|
2030
|
Lenox Wealth Advisors
New York
|
$4.58M
|
-$65.5K
|
-380
|
-1%
|
|
|
2031
|
Wellington Shields & Co
New York
|
$4.57M
|
-$37.9K
|
-220
|
-0.8%
|
|
|
2032
|
V2 Financial group
Naperville,
Illinois
|
$4.57M
|
+$576K
|
+3,340
|
+14%
|
|
|
2033
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$4.57M
|
-$10.3K
|
-60
|
-0.2%
|
|
|
2034
|
Prospect Capital Advisors
Sausalito,
California
|
$4.55M
|
-$1.43M
|
-8,300
|
-23%
|
|
|
2035
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$4.55M
|
-$197K
|
-1,140
|
-4%
|
|
|
2036
|
Sterling Investment Management
Tucson,
Arizona
|
$4.54M
|
-$13.8K
|
-80
|
-0.3%
|
|
|
2037
|
Pacifica Partners
Surrey,
Canada
|
$4.52M
|
+$34.5K
|
+200
|
+0.8%
|
|
|
2038
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.52M
|
+$51.7K
|
+300
|
+1%
|
|
|
2039
|
Menard Financial Group
Houston,
Texas
|
$4.52M
|
+$407K
|
+2,360
|
+9%
|
|
|
2040
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$4.51M
|
+$166K
|
+960
|
+4%
|
|
|
2041
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$4.5M
|
-$86.2K
|
-500
|
-2%
|
|
|
2042
|
Gables Capital Management
Miami,
Florida
|
$4.49M
|
+$693K
|
+4,020
|
+17%
|
|
|
2043
|
Gratus Capital
Atlanta,
Georgia
|
$4.49M
|
–
|
–
|
–
|
|
|
2044
|
CX Institutional
Auburn,
Indiana
|
$4.48M
|
+$107K
|
+620
|
+2%
|
|
|
2045
|
Financial Management Network
Mission Viejo,
California
|
$4.48M
|
+$138K
|
+800
|
+3%
|
|
|
2046
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$4.47M
|
+$293K
|
+1,700
|
+7%
|
|
|
2047
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$4.45M
|
-$724K
|
-4,200
|
-13%
|
|
|
2048
|
Select Equity Group
New York
|
$4.44M
|
-$8.68M
|
-50,320
|
-65%
|
|
|
2049
|
Segment Wealth Management
Houston,
Texas
|
$4.44M
|
-$65.5K
|
-380
|
-1%
|
|
|
2050
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$4.44M
|
–
|
–
|
–
|
|
