|
2026
|
Unigestion Holding
Geneva,
Switzerland
|
$1.41M
|
+$282K
|
+362
|
+20%
|
|
|
2027
|
Centric Wealth Management
Chicago,
Illinois
|
$1.41M
|
+$3.12K
|
+4
|
+0.2%
|
|
|
2028
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.41M
|
+$42.1K
|
+54
|
+3%
|
|
|
2029
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.41M
|
-$38.2K
|
-49
|
-3%
|
|
|
2030
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.41M
|
+$101K
|
+129
|
+8%
|
|
|
2031
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.4M
|
-$62.4K
|
-80
|
-5%
|
|
|
2032
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.4M
|
+$34.3K
|
+44
|
+3%
|
|
|
2033
|
Wallace Hart
Lexington,
Kentucky
|
$1.4M
|
+$314K
|
+402
|
+32%
|
|
|
2034
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$1.4M
|
-$93.6K
|
-120
|
-7%
|
|
|
2035
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.39M
|
+$64K
|
+82
|
+5%
|
|
|
2036
|
Gould Asset Management
Claremont,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
2037
|
The Family Firm
Bethesda,
Maryland
|
$1.39M
|
+$780
|
+1
|
+0.1%
|
|
|
2038
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.39M
|
–
|
–
|
–
|
|
|
2039
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.38M
|
-$3.9K
|
-5
|
-0.3%
|
|
|
2040
|
Iron Gate Global Advisors
Nsl,
Utah
|
$1.38M
|
+$7.02K
|
+9
|
+0.6%
|
|
|
2041
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.38M
|
-$8.58K
|
-11
|
-0.7%
|
|
|
2042
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.38M
|
-$20.3K
|
-26
|
-2%
|
|
|
2043
|
Pioneer Trust Bank
Salem,
Oregon
|
$1.38M
|
–
|
–
|
–
|
|
|
2044
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.38M
|
+$213K
|
+273
|
+20%
|
|
|
2045
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.37M
|
-$3.12K
|
-4
|
-0.2%
|
|
|
2046
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.37M
|
+$321K
|
+411
|
+34%
|
|
|
2047
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.37M
|
-$27.3K
|
-35
|
-2%
|
|
|
2048
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.37M
|
+$32.8K
|
+42
|
+3%
|
|
|
2049
|
L.J. Altfest & Co
New York
|
$1.36M
|
+$21.1K
|
+27
|
+2%
|
|
|
2050
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.36M
|
-$28.9K
|
-37
|
-2%
|
|
