|
2026
|
Davidson Capital Management
Corpus Christi,
Texas
|
$4.63M
|
–
|
–
|
–
|
|
|
2027
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$4.62M
|
-$422K
|
-1,181
|
-8%
|
|
|
2028
|
Studio Investment Management
Chicago,
Illinois
|
$4.62M
|
-$362K
|
-1,012
|
-7%
|
|
|
2029
|
Engineers Gate Manager
New York
|
$4.62M
|
+$3.22M
|
+8,992
|
+207%
|
|
|
2030
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$4.59M
|
-$1.04M
|
-2,921
|
-18%
|
|
|
2031
|
Financial Engines Advisors
Santa Clara,
California
|
$4.59M
|
-$93K
|
-260
|
-2%
|
|
|
2032
|
BNC Wealth Management
Beaverton,
Oregon
|
$4.57M
|
+$412K
|
+1,153
|
+10%
|
|
|
2033
|
Brasada Capital Management
Houston,
Texas
|
$4.56M
|
+$3.42M
|
+9,560
|
+268%
|
|
|
2034
|
CFO4Life Group
Coppell,
Texas
|
$4.56M
|
+$818K
|
+2,288
|
+21%
|
|
|
2035
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$4.56M
|
+$2.5K
|
+7
|
+0.1%
|
|
|
2036
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.55M
|
-$73.7K
|
-206
|
-2%
|
|
|
2037
|
Klingman & Associates
New York
|
$4.55M
|
+$186K
|
+519
|
+4%
|
|
|
2038
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.55M
|
+$147K
|
+412
|
+3%
|
|
|
2039
|
Accent Capital Management
Centerville,
Ohio
|
$4.53M
|
–
|
–
|
–
|
|
|
2040
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$4.51M
|
+$373K
|
+1,042
|
+9%
|
|
|
2041
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.51M
|
+$1.79M
|
+5,016
|
+63%
|
|
|
2042
|
Syntax Research
Boca Raton,
Florida
|
$4.5M
|
-$223K
|
-623
|
-5%
|
|
|
2043
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$4.5M
|
-$530K
|
-1,482
|
-10%
|
|
|
2044
|
Probity Advisors
Dallas,
Texas
|
$4.5M
|
-$646K
|
-1,806
|
-12%
|
|
|
2045
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$4.49M
|
+$2.31M
|
+6,453
|
+99%
|
|
|
2046
|
McDonough Capital Management
Orlando,
Florida
|
$4.49M
|
+$127K
|
+355
|
+3%
|
|
|
2047
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.48M
|
+$1.25M
|
+3,505
|
+37%
|
|
|
2048
|
Fiduciary Family Office
Boca Raton,
Florida
|
$4.48M
|
-$10.7K
|
-30
|
-0.2%
|
|
|
2049
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.48M
|
-$192K
|
-536
|
-4%
|
|
|
2050
|
Cypress Wealth Services
Palm Desert,
California
|
$4.47M
|
+$1.7M
|
+4,747
|
+58%
|
|
