|
2026
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$354K
|
–
|
–
|
–
|
|
|
2027
|
Marshall Wace
London,
United Kingdom
|
$354K
|
+$290K
|
+500
|
New
|
|
|
2028
|
Continuum Advisory
Eagle,
Idaho
|
$352K
|
+$104K
|
+180
|
+57%
|
|
|
2029
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$352K
|
+$7.53K
|
+13
|
+3%
|
|
|
2030
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$352K
|
+$12.2K
|
+21
|
+4%
|
|
|
2031
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$351K
|
+$579
|
+1
|
+0.2%
|
|
|
2032
|
Prelude Capital Management
New York
|
$351K
|
-$1.08M
|
-1,863
|
-79%
|
|
|
2033
|
WealthBridge Capital Management
Westerville,
Ohio
|
$350K
|
+$8.69K
|
+15
|
+3%
|
|
|
2034
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$350K
|
+$1.16K
|
+2
|
+0.4%
|
|
|
2035
|
CCG Wealth Management
San Diego,
California
|
$350K
|
+$3.48K
|
+6
|
+1%
|
|
|
2036
|
EPIQ Partners
Minneapolis,
Minnesota
|
$349K
|
-$45.2K
|
-78
|
-14%
|
|
|
2037
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$349K
|
–
|
–
|
–
|
|
|
2038
|
LeConte Wealth Management
Maryville,
Tennessee
|
$348K
|
+$285K
|
+492
|
New
|
|
|
2039
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$347K
|
+$62K
|
+107
|
+28%
|
|
|
2040
|
American Trust
Lexington,
Kentucky
|
$345K
|
+$283K
|
+488
|
New
|
|
|
2041
|
L.J. Altfest & Co
New York
|
$345K
|
+$5.21K
|
+9
|
+2%
|
|
|
2042
|
Regal Investment Advisors
Kentwood,
Michigan
|
$345K
|
+$282K
|
+487
|
New
|
|
|
2043
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$343K
|
+$280K
|
+484
|
New
|
|
|
2044
|
Raleigh Capital Management
Cary,
North Carolina
|
$342K
|
+$62.6K
|
+108
|
+29%
|
|
|
2045
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$339K
|
-$2.9K
|
-5
|
-1%
|
|
|
2046
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$338K
|
-$42.3K
|
-73
|
-13%
|
|
|
2047
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$338K
|
-$3.48K
|
-6
|
-1%
|
|
|
2048
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$337K
|
–
|
–
|
–
|
|
|
2049
|
Kercheville Advisors
San Antonio,
Texas
|
$336K
|
-$1.27M
|
-2,200
|
-82%
|
|
|
2050
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$336K
|
–
|
–
|
–
|
|
