|
2026
|
Apriem Advisors
Irvine,
California
|
$234K
|
+$228K
|
+4,319
|
New
|
|
|
2027
|
Vigilant Capital Management
Portland,
Maine
|
$233K
|
-$68.8K
|
-1,302
|
-23%
|
|
|
2028
|
Jacobs & Co
San Francisco,
California
|
$233K
|
–
|
–
|
–
|
|
|
2029
|
Syquant Capital SAS
Paris,
France
|
$233K
|
+$227K
|
+4,300
|
New
|
|
|
2030
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
2031
|
Security National Trust
Wheeling,
West Virginia
|
$230K
|
-$30.6K
|
-580
|
-12%
|
|
|
2032
|
Probity Advisors
Dallas,
Texas
|
$230K
|
+$225K
|
+4,252
|
New
|
|
|
2033
|
HC Advisors
Sandy Springs,
Georgia
|
$229K
|
+$9.09K
|
+172
|
+4%
|
|
|
2034
|
WNY Asset Management
Williamsville,
New York
|
$229K
|
+$10.2K
|
+194
|
+5%
|
|
|
2035
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$229K
|
+$224K
|
+4,241
|
New
|
|
|
2036
|
Gilbert & Cook
West Des Moines,
Iowa
|
$228K
|
-$222K
|
-4,204
|
-50%
|
|
|
2037
|
Opal Wealth Advisors
Jericho,
New York
|
$228K
|
-$85.2K
|
-1,612
|
-28%
|
|
|
2038
|
|
$228K
|
-$11.1K
|
-211
|
-5%
|
|
|
2039
|
Family Legacy Inc
Greenville,
South Carolina
|
$228K
|
-$5.28K
|
-100
|
-2%
|
|
|
2040
|
Affinity Wealth Management
Wilmington,
Delaware
|
$228K
|
-$1.27K
|
-24
|
-0.6%
|
|
|
2041
|
Red Door Wealth Management
Memphis,
Tennessee
|
$228K
|
+$1.37K
|
+26
|
+0.6%
|
|
|
2042
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$228K
|
+$223K
|
+4,216
|
New
|
|
|
2043
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$227K
|
-$89.5K
|
-1,695
|
-29%
|
|
|
2044
|
|
$227K
|
-$17.3K
|
-327
|
-7%
|
|
|
2045
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$227K
|
–
|
–
|
–
|
|
|
2046
|
The Family Firm
Bethesda,
Maryland
|
$227K
|
+$221K
|
+4,187
|
New
|
|
|
2047
|
IFG Advisors
St. Louis,
Missouri
|
$227K
|
+$222K
|
+4,200
|
New
|
|
|
2048
|
Machina Capital
Paris,
France
|
$227K
|
+$222K
|
+4,200
|
New
|
|
|
2049
|
Versor Investments
New York
|
$227K
|
+$222K
|
+4,200
|
New
|
|
|
2050
|
Ackerman Capital Advisors
Dallas,
Texas
|
$225K
|
–
|
–
|
–
|
|
