|
2026
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$202K
|
+$198K
|
+1,631
|
New
|
|
|
2027
|
Crew Capital Management
Cincinnati,
Ohio
|
$202K
|
+$198K
|
+1,631
|
New
|
|
|
2028
|
American Trust
Lexington,
Kentucky
|
$202K
|
+$198K
|
+1,629
|
New
|
|
|
2029
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$201K
|
+$197K
|
+1,624
|
New
|
|
|
2030
|
Stone Run Capital
New York
|
$201K
|
+$197K
|
+1,621
|
New
|
|
|
2031
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$200K
|
+$196K
|
+1,617
|
New
|
|
|
2032
|
IMG Wealth Management
Jacksonville,
Florida
|
$200K
|
–
|
–
|
–
|
|
|
2033
|
First Foundation Advisors
Irvine,
California
|
$200K
|
+$196K
|
+1,617
|
New
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
$186K
|
–
|
–
|
–
|
|
|
2035
|
McIlrath & Eck
Arlington,
Washington
|
$186K
|
-$364
|
-3
|
-0.2%
|
|
|
2036
|
Hager Investment Management Services
New London,
New Hampshire
|
$183K
|
-$20.6K
|
-170
|
-10%
|
|
|
2037
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$181K
|
-$3.64K
|
-30
|
-2%
|
|
|
2038
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$181K
|
+$485
|
+4
|
+0.3%
|
|
|
2039
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$179K
|
-$6.55K
|
-54
|
-4%
|
|
|
2040
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$176K
|
+$243
|
+2
|
+0.1%
|
|
|
2041
|
Vision Financial Markets
Stamford,
Connecticut
|
$173K
|
–
|
–
|
–
|
|
|
2042
|
Osterweis Capital Management
San Francisco,
California
|
$173K
|
–
|
–
|
–
|
|
|
2043
|
Vestor Capital
Chicago,
Illinois
|
$171K
|
-$1.28M
|
-10,566
|
-88%
|
|
|
2044
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$171K
|
+$364
|
+3
|
+0.2%
|
|
|
2045
|
Center for Financial Planning
Southfied,
Michigan
|
$170K
|
–
|
–
|
–
|
|
|
2046
|
Atwood & Palmer
Kansas City,
Missouri
|
$167K
|
-$64.3K
|
-530
|
-28%
|
|
|
2047
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$167K
|
–
|
–
|
–
|
|
|
2048
|
Kimelman & Baird
New York
|
$165K
|
–
|
–
|
–
|
|
|
2049
|
Fortitude Family Office
Scottsdale,
Arizona
|
$164K
|
-$849
|
-7
|
-0.5%
|
|
|
2050
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$164K
|
-$10.3K
|
-85
|
-6%
|
|
