|
2026
|
Bruderman Asset Management
Locust Valley,
New York
|
$1.16M
|
-$1.96M
|
-5,650
|
-59%
|
|
|
2027
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.16M
|
+$478K
|
+1,377
|
+55%
|
|
|
2028
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$1.16M
|
+$1.34M
|
+3,875
|
New
|
|
|
2029
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.16M
|
-$6.07M
|
-17,497
|
-82%
|
|
|
2030
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.15M
|
+$9.71K
|
+28
|
+0.7%
|
|
|
2031
|
Aft Forsyth & Sober
Valrico,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
2032
|
Birinyi Associates
Westport,
Connecticut
|
$1.15M
|
–
|
–
|
–
|
|
|
2033
|
First Financial Corp
Terre Haute,
Indiana
|
$1.15M
|
+$37.8K
|
+109
|
+3%
|
|
|
2034
|
Drive Wealth Management
Lehi,
Utah
|
$1.15M
|
+$606K
|
+1,747
|
+84%
|
|
|
2035
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.15M
|
+$89.1K
|
+257
|
+7%
|
|
|
2036
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.15M
|
+$116K
|
+333
|
+10%
|
|
|
2037
|
Members Trust
Tampa,
Florida
|
$1.14M
|
-$173K
|
-499
|
-12%
|
|
|
2038
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.14M
|
+$31.2K
|
+90
|
+2%
|
|
|
2039
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.14M
|
-$17.3K
|
-50
|
-1%
|
|
|
2040
|
Menard Financial Group
Houston,
Texas
|
$1.13M
|
-$920K
|
-2,652
|
-41%
|
|
|
2041
|
KRS Capital Management
Bloomfield,
Michigan
|
$1.13M
|
+$347
|
+1
|
+0%
|
|
|
2042
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.13M
|
-$139K
|
-402
|
-10%
|
|
|
2043
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1.13M
|
+$645K
|
+1,859
|
+97%
|
|
|
2044
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.13M
|
–
|
–
|
–
|
|
|
2045
|
Childress Capital Advisors
Houston,
Texas
|
$1.13M
|
+$195K
|
+563
|
+18%
|
|
|
2046
|
Summit Trail Advisors
New York
|
$1.13M
|
+$599K
|
+1,728
|
+85%
|
|
|
2047
|
Founders Financial Securities
Towson,
Maryland
|
$1.12M
|
-$1.9M
|
-5,481
|
-59%
|
|
|
2048
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$1.12M
|
-$64.9K
|
-187
|
-5%
|
|
|
2049
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.12M
|
+$1.29M
|
+3,731
|
New
|
|
|
2050
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.12M
|
-$102K
|
-294
|
-7%
|
|
