|
2026
|
SkyOak Wealth
Southfield,
Michigan
|
$607K
|
-$23.8K
|
-398
|
-4%
|
|
|
2027
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$607K
|
+$37.7K
|
+630
|
+7%
|
|
|
2028
|
Hobart Private Capital
Charlotte,
North Carolina
|
$607K
|
+$57.2K
|
+956
|
+10%
|
|
|
2029
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$606K
|
+$13K
|
+217
|
+2%
|
|
|
2030
|
Sage Rhino Capital
Menlo Park,
California
|
$604K
|
+$30.9K
|
+516
|
+5%
|
|
|
2031
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$603K
|
-$652K
|
-10,895
|
-52%
|
|
|
2032
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$602K
|
-$12K
|
-201
|
-2%
|
|
|
2033
|
First Bank & Trust
Brookings,
South Dakota
|
$602K
|
-$10.9K
|
-183
|
-2%
|
|
|
2034
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$600K
|
-$608K
|
-10,175
|
-50%
|
|
|
2035
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$599K
|
+$6.94K
|
+116
|
+1%
|
|
|
2036
|
Waverly Advisors
Birmingham,
Alabama
|
$599K
|
+$13.3K
|
+223
|
+2%
|
|
|
2037
|
Bank Pictet & Cie (Asia)
Singapore
|
$598K
|
–
|
–
|
–
|
|
|
2038
|
Pin Oak Investment Advisors
Houston,
Texas
|
$596K
|
-$35.9K
|
-600
|
-6%
|
|
|
2039
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$595K
|
+$20.9K
|
+350
|
+4%
|
|
|
2040
|
Personal CFO Solutions
Chester,
New Jersey
|
$594K
|
+$39.8K
|
+665
|
+7%
|
|
|
2041
|
BOK Financial Private Wealth
Denver,
Colorado
|
$594K
|
+$146K
|
+2,448
|
+33%
|
|
|
2042
|
Univest Financial
Souderton,
Pennsylvania
|
$593K
|
-$66.4K
|
-1,110
|
-10%
|
|
|
2043
|
Aufman Associates
Sewickley,
Pennsylvania
|
$591K
|
+$598
|
+10
|
+0.1%
|
|
|
2044
|
Financial Sense Advisors
San Diego,
California
|
$590K
|
+$2.81K
|
+47
|
+0.5%
|
|
|
2045
|
Grandfield & Dodd
New York
|
$590K
|
+$107K
|
+1,795
|
+22%
|
|
|
2046
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$589K
|
-$2.53M
|
-42,310
|
-81%
|
|
|
2047
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$589K
|
+$6.88K
|
+115
|
+1%
|
|
|
2048
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$588K
|
+$588K
|
+9,833
|
New
|
|
|
2049
|
Maven Securities
St Helier,
Jersey
|
$586K
|
+$100K
|
+1,672
|
+20%
|
|
|
2050
|
Callan Capital
La Jolla,
California
|
$585K
|
–
|
–
|
–
|
|
