|
2026
|
Heritage Financial Services
Westwood,
Massachusetts
|
$543K
|
-$48K
|
-134
|
-8%
|
|
|
2027
|
Regal Investment Advisors
Kentwood,
Michigan
|
$543K
|
+$20.4K
|
+57
|
+4%
|
|
|
2028
|
Crew Capital Management
Cincinnati,
Ohio
|
$540K
|
–
|
–
|
–
|
|
|
2029
|
Acadian Asset Management
Boston,
Massachusetts
|
$540K
|
-$79.8K
|
-223
|
-13%
|
|
|
2030
|
Nautilus Advisors
La Jolla,
California
|
$540K
|
-$144K
|
-403
|
-22%
|
|
|
2031
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$540K
|
-$1.07K
|
-3
|
-0.2%
|
|
|
2032
|
OneAscent Family Office
Birmingham,
Alabama
|
$539K
|
+$64.4K
|
+180
|
+14%
|
|
|
2033
|
Howard Financial Services
Dallas,
Texas
|
$539K
|
+$32.6K
|
+91
|
+7%
|
|
|
2034
|
Invested Advisors
State College,
Pennsylvania
|
$538K
|
-$87.7K
|
-245
|
-14%
|
|
|
2035
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$538K
|
+$48.3K
|
+135
|
+10%
|
|
|
2036
|
China Universal Asset Management Company
Shanghai,
China
|
$537K
|
+$519K
|
+1,451
|
New
|
|
|
2037
|
Activest Wealth Management
Aventure,
Florida
|
$536K
|
+$321K
|
+898
|
+163%
|
|
|
2038
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$536K
|
-$40.1K
|
-112
|
-7%
|
|
|
2039
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$535K
|
-$55.1K
|
-154
|
-10%
|
|
|
2040
|
East Coast Asset Management
Essex,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
2041
|
626 Financial
Portage,
Michigan
|
$529K
|
+$358
|
+1
|
+0.1%
|
|
|
2042
|
Prosperity Bancshares
Houston,
Texas
|
$529K
|
+$512K
|
+1,430
|
New
|
|
|
2043
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$529K
|
-$39.4K
|
-110
|
-7%
|
|
|
2044
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$528K
|
–
|
–
|
–
|
|
|
2045
|
Forza Wealth Management
Sarasota,
Florida
|
$524K
|
–
|
–
|
–
|
|
|
2046
|
Merrion Investment Management
Cranford,
New Jersey
|
$524K
|
–
|
–
|
–
|
|
|
2047
|
Capital Performance Advisors
Walnut Creek,
California
|
$522K
|
+$133K
|
+373
|
+36%
|
|
|
2048
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$522K
|
-$6.08K
|
-17
|
-1%
|
|
|
2049
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$522K
|
+$56.2K
|
+157
|
+13%
|
|
|
2050
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$522K
|
+$505K
|
+1,410
|
New
|
|
