|
2026
|
Financial Symmetry
Raleigh,
North Carolina
|
$1.58M
|
+$922K
|
+1,754
|
+156%
|
|
|
2027
|
Gratus Capital
Atlanta,
Georgia
|
$1.56M
|
–
|
–
|
–
|
|
|
2028
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.56M
|
–
|
–
|
–
|
|
|
2029
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
2030
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.55M
|
+$112K
|
+213
|
+8%
|
|
|
2031
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.55M
|
+$7.36K
|
+14
|
+0.5%
|
|
|
2032
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.55M
|
+$4.9M
|
+9,323
|
+286%
|
|
|
2033
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.55M
|
-$189K
|
-359
|
-11%
|
|
|
2034
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.55M
|
-$26.3K
|
-50
|
-2%
|
|
|
2035
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.55M
|
-$151K
|
-288
|
-9%
|
|
|
2036
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.55M
|
+$3.68K
|
+7
|
+0.2%
|
|
|
2037
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.55M
|
+$44.7K
|
+85
|
+3%
|
|
|
2038
|
Connable Office Inc
Kalamazoo,
Michigan
|
$1.54M
|
-$264K
|
-503
|
-15%
|
|
|
2039
|
Crew Capital Management
Cincinnati,
Ohio
|
$1.54M
|
-$9.99K
|
-19
|
-0.7%
|
|
|
2040
|
Vista Finance
Clayton,
Missouri
|
$1.54M
|
+$30K
|
+57
|
+2%
|
|
|
2041
|
Fonville Wealth Management
Richmond,
Virginia
|
$1.54M
|
+$99.9K
|
+190
|
+7%
|
|
|
2042
|
Parkside Advisors
Berkeley,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
2043
|
First Community Trust
Dubuque,
Iowa
|
$1.52M
|
+$902K
|
+1,715
|
+160%
|
|
|
2044
|
Ervin Investment Management
Seattle,
Washington
|
$1.52M
|
-$65.7K
|
-125
|
-4%
|
|
|
2045
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.52M
|
-$171K
|
-326
|
-10%
|
|
|
2046
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.51M
|
-$87.3K
|
-166
|
-6%
|
|
|
2047
|
Patron Partners
Houston,
Texas
|
$1.51M
|
-$6.31K
|
-12
|
-0.4%
|
|
|
2048
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.5M
|
-$124M
|
-236,200
|
-99%
|
|
|
2049
|
American Trust
Lexington,
Kentucky
|
$1.5M
|
-$4.68M
|
-8,891
|
-76%
|
|
|
2050
|
Brookmont Capital Management
Dallas,
Texas
|
$1.5M
|
-$262K
|
-499
|
-15%
|
|
