|
2026
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$204K
|
+$194K
|
+1,743
|
New
|
|
|
2027
|
Icon Wealth Partners
Houston,
Texas
|
$202K
|
+$87.5K
|
+786
|
+83%
|
|
|
2028
|
|
$202K
|
+$192K
|
+1,725
|
New
|
|
|
2029
|
Citizens Business Bank
Ontario,
California
|
$202K
|
+$192K
|
+1,727
|
New
|
|
|
2030
|
McIlrath & Eck
Arlington,
Washington
|
$201K
|
-$7.46K
|
-67
|
-4%
|
|
|
2031
|
Accident Compensation Corp
Wellington,
New Zealand
|
$199K
|
-$968K
|
-8,700
|
-84%
|
|
|
2032
|
Bogart Wealth LLC
Mclean,
Virginia
|
$199K
|
+$8.35K
|
+75
|
+5%
|
|
|
2033
|
LifePlan Financial Group
Dayton,
Ohio
|
$193K
|
–
|
–
|
–
|
|
|
2034
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$192K
|
-$64.4K
|
-579
|
-26%
|
|
|
2035
|
First Mercantile Trust
Cordova,
Tennessee
|
$191K
|
-$34.5K
|
-310
|
-16%
|
|
|
2036
|
Focused Wealth Management
Newburgh,
New York
|
$190K
|
-$17.4K
|
-156
|
-9%
|
|
|
2037
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$189K
|
–
|
–
|
–
|
|
|
2038
|
ArchPoint Investors
Coral Gables,
Florida
|
$184K
|
–
|
–
|
–
|
|
|
2039
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$181K
|
+$173K
|
+1,551
|
New
|
|
|
2040
|
HWG Holdings
Houston,
Texas
|
$179K
|
+$171K
|
+1,534
|
New
|
|
|
2041
|
Pin Oak Investment Advisors
Houston,
Texas
|
$175K
|
–
|
–
|
–
|
|
|
2042
|
|
$161K
|
–
|
–
|
–
|
|
|
2043
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$154K
|
-$150K
|
-1,344
|
-50%
|
|
|
2044
|
Exane Derivatives
Paris,
France
|
$152K
|
-$2.85M
|
-25,604
|
-95%
|
|
|
2045
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$149K
|
-$42K
|
-377
|
-23%
|
|
|
2046
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$146K
|
–
|
–
|
–
|
|
|
2047
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$144K
|
-$15.9K
|
-143
|
-10%
|
|
|
2048
|
|
$141K
|
+$134K
|
+1,206
|
New
|
|
|
2049
|
IMS Capital Management
Portland,
Oregon
|
$140K
|
-$3.56K
|
-32
|
-3%
|
|
|
2050
|
Nicholas Company
Milwaukee,
Wisconsin
|
$140K
|
–
|
–
|
–
|
|
