|
2026
|
McRae Capital Management
Morristown,
New Jersey
|
$2.41M
|
-$183K
|
-925
|
-7%
|
|
|
2027
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.41M
|
+$715K
|
+3,614
|
+45%
|
|
|
2028
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.41M
|
+$31.2K
|
+158
|
+1%
|
|
|
2029
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$2.4M
|
-$264K
|
-1,335
|
-10%
|
|
|
2030
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$2.4M
|
-$38K
|
-192
|
-2%
|
|
|
2031
|
Versant Capital Management
Phoenix,
Arizona
|
$2.4M
|
-$58.9K
|
-298
|
-3%
|
|
|
2032
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.39M
|
+$72.2K
|
+365
|
+3%
|
|
|
2033
|
SG Trading Solutions
Bountiful,
Utah
|
$2.39M
|
+$2.28M
|
+11,552
|
New
|
|
|
2034
|
Ransom Advisory
Providence,
Rhode Island
|
$2.39M
|
+$22.5K
|
+114
|
+1%
|
|
|
2035
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.39M
|
-$1.98K
|
-10
|
-0.1%
|
|
|
2036
|
Baron Wealth Management
Troy,
Michigan
|
$2.38M
|
+$20K
|
+101
|
+0.9%
|
|
|
2037
|
First Dallas Securities
Dallas,
Texas
|
$2.38M
|
+$99.1K
|
+501
|
+5%
|
|
|
2038
|
Flaharty Asset Management
Clearwater,
Florida
|
$2.37M
|
+$65.3K
|
+330
|
+3%
|
|
|
2039
|
Financial Engines Advisors
Santa Clara,
California
|
$2.37M
|
-$212K
|
-1,073
|
-9%
|
|
|
2040
|
Peak Retirement Planning
Columbus,
Ohio
|
$2.37M
|
+$25.7K
|
+130
|
+1%
|
|
|
2041
|
Allen Wealth Management
Boone,
North Carolina
|
$2.37M
|
+$102K
|
+514
|
+5%
|
|
|
2042
|
GHE LLC
Memphis,
Tennessee
|
$2.37M
|
+$2.26M
|
+11,437
|
New
|
|
|
2043
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.36M
|
–
|
–
|
–
|
|
|
2044
|
Arvest Investments
Lowell,
Arkansas
|
$2.35M
|
-$76.5K
|
-387
|
-3%
|
|
|
2045
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$2.35M
|
-$30.8K
|
-156
|
-1%
|
|
|
2046
|
ORG Partners
Roanoke,
Indiana
|
$2.35M
|
+$144K
|
+728
|
+7%
|
|
|
2047
|
Sterling Investment Management
Tucson,
Arizona
|
$2.35M
|
-$30.5K
|
-154
|
-1%
|
|
|
2048
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$2.34M
|
+$19K
|
+96
|
+0.9%
|
|
|
2049
|
City State Bank
Norwalk,
Iowa
|
$2.34M
|
-$57.1K
|
-289
|
-2%
|
|
|
2050
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$2.34M
|
+$377K
|
+1,908
|
+20%
|
|
