|
2026
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.59M
|
–
|
–
|
–
|
|
|
2027
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$3.58M
|
+$55.7K
|
+82
|
+2%
|
|
|
2028
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.58M
|
–
|
–
|
–
|
|
|
2029
|
Appleton Partners
Boston,
Massachusetts
|
$3.58M
|
+$6.79K
|
+10
|
+0.2%
|
|
|
2030
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$3.57M
|
–
|
–
|
–
|
|
|
2031
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$3.56M
|
+$57.7K
|
+85
|
+2%
|
|
|
2032
|
Fountainhead AM
Warren,
New Jersey
|
$3.56M
|
-$32.9M
|
-48,502
|
-90%
|
|
|
2033
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.56M
|
-$144K
|
-212
|
-4%
|
|
|
2034
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$3.55M
|
+$3.52M
|
+5,184
|
New
|
|
|
2035
|
Fedenia Advisers
Madison,
Wisconsin
|
$3.55M
|
+$634K
|
+933
|
+22%
|
|
|
2036
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$3.55M
|
+$81.5K
|
+120
|
+2%
|
|
|
2037
|
Asset Dedication LLC
San Francisco,
California
|
$3.54M
|
+$30.6K
|
+45
|
+0.9%
|
|
|
2038
|
McIlrath & Eck
Arlington,
Washington
|
$3.53M
|
+$25.1K
|
+37
|
+0.7%
|
|
|
2039
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.53M
|
+$438K
|
+645
|
+14%
|
|
|
2040
|
Tenzing Financial
Williamsburg,
Virginia
|
$3.53M
|
+$3.5M
|
+5,153
|
New
|
|
|
2041
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.53M
|
-$46.2K
|
-68
|
-1%
|
|
|
2042
|
Investment Partners
New Philadelphia,
Ohio
|
$3.51M
|
+$155K
|
+228
|
+5%
|
|
|
2043
|
Inspire Advisors
Meridian,
Idaho
|
$3.51M
|
+$562K
|
+827
|
+19%
|
|
|
2044
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.49M
|
+$7.47K
|
+11
|
+0.2%
|
|
|
2045
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$3.48M
|
+$40.7K
|
+60
|
+1%
|
|
|
2046
|
Essential Partners
Rancho Santa Fe,
California
|
$3.48M
|
+$146K
|
+215
|
+4%
|
|
|
2047
|
Capital Asset Management
Denver,
Colorado
|
$3.48M
|
+$3.38M
|
+4,974
|
New
|
|
|
2048
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.48M
|
-$14.3K
|
-21
|
-0.4%
|
|
|
2049
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.47M
|
+$19K
|
+28
|
+0.6%
|
|
|
2050
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$3.47M
|
+$44.1K
|
+65
|
+1%
|
|
