|
2026
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.11M
|
+$120K
|
+742
|
+13%
|
|
|
2027
|
Core Wealth Partners
Santa Rosa,
California
|
$1.11M
|
+$352K
|
+2,181
|
+50%
|
|
|
2028
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.11M
|
-$54.8K
|
-339
|
-5%
|
|
|
2029
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.11M
|
-$115K
|
-710
|
-10%
|
|
|
2030
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.11M
|
-$2.1K
|
-13
|
-0.2%
|
|
|
2031
|
Everhart Financial Group
Dublin,
Ohio
|
$1.11M
|
+$77.9K
|
+482
|
+8%
|
|
|
2032
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.1M
|
–
|
–
|
–
|
|
|
2033
|
John G. Ullman & Associates
Corning,
New York
|
$1.1M
|
-$10.7K
|
-66
|
-1%
|
|
|
2034
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.1M
|
+$903K
|
+5,592
|
+290%
|
|
|
2035
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.1M
|
+$1.05M
|
+6,502
|
New
|
|
|
2036
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.09M
|
+$10.8K
|
+67
|
+1%
|
|
|
2037
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$1.09M
|
+$27.9K
|
+173
|
+3%
|
|
|
2038
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.09M
|
-$61.1K
|
-378
|
-6%
|
|
|
2039
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.09M
|
-$16.6K
|
-103
|
-2%
|
|
|
2040
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.09M
|
+$229K
|
+1,416
|
+28%
|
|
|
2041
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.09M
|
-$30.7K
|
-190
|
-3%
|
|
|
2042
|
ViaWealth
Leawood,
Kansas
|
$1.09M
|
–
|
–
|
–
|
|
|
2043
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.09M
|
+$3.55K
|
+22
|
+0.3%
|
|
|
2044
|
Manchester Capital Management
Manchester,
Vermont
|
$1.08M
|
+$17.4K
|
+108
|
+2%
|
|
|
2045
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.08M
|
+$20.2K
|
+125
|
+2%
|
|
|
2046
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.08M
|
+$1.04M
|
+6,428
|
New
|
|
|
2047
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.08M
|
-$22.9K
|
-142
|
-2%
|
|
|
2048
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.08M
|
+$13.4K
|
+83
|
+1%
|
|
|
2049
|
CCG Wealth Management
San Diego,
California
|
$1.08M
|
+$1.03M
|
+6,394
|
New
|
|
|
2050
|
Warther Private Wealth
Akron,
Ohio
|
$1.08M
|
-$342K
|
-2,116
|
-25%
|
|
