|
2026
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$822K
|
+$16K
|
+145
|
+2%
|
|
|
2027
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$822K
|
+$105K
|
+950
|
+15%
|
|
|
2028
|
Cooper Financial Group
Irvine,
California
|
$821K
|
-$29.2K
|
-265
|
-3%
|
|
|
2029
|
Cheviot Value Management
Beverly Hills,
California
|
$812K
|
+$53.4K
|
+484
|
+7%
|
|
|
2030
|
Lindbrook Capital
Calabasas,
California
|
$811K
|
+$61.9K
|
+561
|
+8%
|
|
|
2031
|
Private Wealth Advisors (California)
Fresno,
California
|
$809K
|
–
|
–
|
–
|
|
|
2032
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$804K
|
+$62.5K
|
+567
|
+9%
|
|
|
2033
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$795K
|
+$55.3K
|
+502
|
+8%
|
|
|
2034
|
Enterprise Trust & Investment
Los Gatos,
California
|
$795K
|
+$784K
|
+7,110
|
New
|
|
|
2035
|
Newport Wealth Strategies
Irvine,
California
|
$794K
|
-$20K
|
-181
|
-3%
|
|
|
2036
|
Fortis Advisors
Wayne,
Pennsylvania
|
$787K
|
–
|
–
|
–
|
|
|
2037
|
TLWM Financial
San Antonio,
Texas
|
$784K
|
-$42.2K
|
-383
|
-5%
|
|
|
2038
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$783K
|
-$2.87M
|
-26,062
|
-79%
|
|
|
2039
|
Affiance Financial
St. Louis Park,
Minnesota
|
$780K
|
–
|
–
|
–
|
|
|
2040
|
Cozad Asset Management
Champaign,
Illinois
|
$779K
|
+$23.7K
|
+215
|
+3%
|
|
|
2041
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$777K
|
-$6.52M
|
-59,092
|
-89%
|
|
|
2042
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$776K
|
+$221
|
+2
|
+0%
|
|
|
2043
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$773K
|
-$245K
|
-2,221
|
-25%
|
|
|
2044
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$772K
|
-$794K
|
-7,200
|
-51%
|
|
|
2045
|
Bell Bank
Fargo,
North Dakota
|
$767K
|
-$18.4K
|
-167
|
-2%
|
|
|
2046
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$765K
|
+$8.93K
|
+81
|
+1%
|
|
|
2047
|
Alera Investment Advisors
Deerfield,
Illinois
|
$765K
|
+$53.9K
|
+489
|
+8%
|
|
|
2048
|
Balyasny Asset Management
Chicago,
Illinois
|
$764K
|
-$50.5M
|
-457,963
|
-99%
|
|
|
2049
|
Bigelow Investment Advisors
Portland,
Maine
|
$763K
|
-$1.1K
|
-10
|
-0.1%
|
|
|
2050
|
Bay Colony Advisors
Concord,
Massachusetts
|
$763K
|
+$17.9K
|
+162
|
+2%
|
|
