|
2026
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.8M
|
–
|
–
|
–
|
|
|
2027
|
Front Row Advisors
Tiburon,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
2028
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.79M
|
+$1.68M
|
+11,386
|
New
|
|
|
2029
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.78M
|
+$42.5K
|
+288
|
+3%
|
|
|
2030
|
MV Capital Management
Bethesda,
Maryland
|
$1.78M
|
+$280K
|
+1,895
|
+20%
|
|
|
2031
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.77M
|
+$35.7K
|
+242
|
+2%
|
|
|
2032
|
Members Trust
Tampa,
Florida
|
$1.76M
|
+$11.1K
|
+75
|
+0.7%
|
|
|
2033
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.75M
|
+$22.1K
|
+150
|
+1%
|
|
|
2034
|
Wealthquest
Cincinnati,
Ohio
|
$1.75M
|
-$69.2K
|
-469
|
-4%
|
|
|
2035
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.75M
|
-$66K
|
-447
|
-4%
|
|
|
2036
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.75M
|
+$20.2K
|
+137
|
+1%
|
|
|
2037
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.74M
|
+$35.1K
|
+238
|
+2%
|
|
|
2038
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.74M
|
+$1.63M
|
+11,044
|
New
|
|
|
2039
|
SOL Capital Management
Rockville,
Maryland
|
$1.74M
|
-$2.21K
|
-15
|
-0.1%
|
|
|
2040
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1.73M
|
+$184K
|
+1,249
|
+13%
|
|
|
2041
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.73M
|
+$233K
|
+1,577
|
+17%
|
|
|
2042
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.73M
|
+$1.65M
|
+11,164
|
New
|
|
|
2043
|
Lokken Investment Group
Lewes,
Delaware
|
$1.72M
|
+$1.62M
|
+10,951
|
New
|
|
|
2044
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.72M
|
-$6.49K
|
-44
|
-0.4%
|
|
|
2045
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.72M
|
-$150K
|
-1,019
|
-9%
|
|
|
2046
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.72M
|
-$40.1K
|
-272
|
-2%
|
|
|
2047
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.72M
|
-$1.03K
|
-7
|
-0.1%
|
|
|
2048
|
IMS Capital Management
Portland,
Oregon
|
$1.72M
|
-$51.6K
|
-350
|
-3%
|
|
|
2049
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.72M
|
-$29.5K
|
-200
|
-2%
|
|
|
2050
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.71M
|
+$5.75K
|
+39
|
+0.4%
|
|
