|
2026
|
Nilsine Partners
Greenwood Village,
Colorado
|
$9.83M
|
-$123K
|
-391
|
-1%
|
|
|
2027
|
ROI Financial Advisors
Beaverton,
Oregon
|
$9.83M
|
-$408K
|
-1,299
|
-4%
|
|
|
2028
|
TenCore Partners
New York
|
$9.82M
|
-$7.43M
|
-23,655
|
-41%
|
|
|
2029
|
|
$9.8M
|
+$2.89M
|
+9,211
|
+37%
|
|
|
2030
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.78M
|
+$272K
|
+866
|
+3%
|
|
|
2031
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$9.77M
|
-$457K
|
-1,453
|
-4%
|
|
|
2032
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$9.76M
|
+$620K
|
+1,973
|
+7%
|
|
|
2033
|
Northstar Advisory Group
Northfield,
New Jersey
|
$9.74M
|
+$2.32M
|
+7,389
|
+28%
|
|
|
2034
|
Waterloo Capital
Austin,
Texas
|
$9.74M
|
+$2.09M
|
+6,666
|
+25%
|
|
|
2035
|
Integrated Financial Solutions
Reston,
Virginia
|
$9.73M
|
+$635K
|
+2,020
|
+6%
|
|
|
2036
|
Fiduciary Family Office
Boca Raton,
Florida
|
$9.72M
|
+$279K
|
+888
|
+3%
|
|
|
2037
|
Altman Advisors
Chicago,
Illinois
|
$9.71M
|
-$183K
|
-581
|
-2%
|
|
|
2038
|
Sone Capital Management
New York
|
$9.68M
|
+$7.31M
|
+23,262
|
+224%
|
|
|
2039
|
Atala Financial
Calabasas,
California
|
$9.67M
|
+$260K
|
+826
|
+3%
|
|
|
2040
|
|
$9.67M
|
+$636K
|
+2,024
|
+6%
|
|
|
2041
|
Hoey Investments
Coatesville,
Pennsylvania
|
$9.66M
|
+$2.01M
|
+6,388
|
+23%
|
|
|
2042
|
|
$9.65M
|
-$1.03M
|
-3,268
|
-9%
|
|
|
2043
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$9.62M
|
-$55K
|
-175
|
-0.5%
|
|
|
2044
|
Evermay Wealth Management
Arlington,
Virginia
|
$9.62M
|
-$156K
|
-497
|
-1%
|
|
|
2045
|
Generali Investments CEE
Prague,
Czech Republic
|
$9.61M
|
-$2.18M
|
-6,934
|
-17%
|
|
|
2046
|
Leeward Financial Partners
Bellevue,
Washington
|
$9.61M
|
-$1.15M
|
-3,657
|
-10%
|
|
|
2047
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$9.59M
|
-$617K
|
-1,964
|
-6%
|
|
|
2048
|
QV Investors
Calgary,
Alberta, Canada
|
$9.58M
|
-$4.58M
|
-14,570
|
-30%
|
|
|
2049
|
CGN Advisors
Manhattan,
Kansas
|
$9.57M
|
-$119K
|
-378
|
-1%
|
|
|
2050
|
Berbice Capital Management
Melville,
New York
|
$9.57M
|
+$130K
|
+415
|
+1%
|
|
