|
2026
|
Simplicity Wealth
Summit,
New Jersey
|
$4M
|
-$3.26M
|
-14,004
|
-46%
|
|
|
2027
|
Manchester Capital Management
Manchester,
Vermont
|
$3.99M
|
-$824K
|
-3,537
|
-18%
|
|
|
2028
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.99M
|
-$55.7K
|
-239
|
-1%
|
|
|
2029
|
Prudent Man Advisors
Naperville,
Illinois
|
$3.99M
|
-$418K
|
-1,793
|
-10%
|
|
|
2030
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$3.99M
|
-$23.3K
|
-100
|
-0.6%
|
|
|
2031
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$3.99M
|
-$248K
|
-1,064
|
-6%
|
|
|
2032
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$3.98M
|
-$36.6K
|
-157
|
-0.9%
|
|
|
2033
|
Moser Wealth Advisors
Bellevue,
Washington
|
$3.98M
|
-$23.3K
|
-100
|
-0.6%
|
|
|
2034
|
Dillon & Associates
Jackson,
Michigan
|
$3.98M
|
+$5.82K
|
+25
|
+0.2%
|
|
|
2035
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$3.97M
|
+$3.86M
|
+16,564
|
New
|
|
|
2036
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$3.97M
|
-$120K
|
-517
|
-3%
|
|
|
2037
|
Financial Engines Advisors
Santa Clara,
California
|
$3.97M
|
+$1.91M
|
+8,217
|
+99%
|
|
|
2038
|
KP Management
Edina,
Minnesota
|
$3.96M
|
–
|
–
|
–
|
|
|
2039
|
Crews Bank & Trust
Wauchula,
Florida
|
$3.94M
|
+$3.83M
|
+16,431
|
New
|
|
|
2040
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.93M
|
-$100K
|
-431
|
-3%
|
|
|
2041
|
Wealth Alliance
Mellville,
New York
|
$3.93M
|
+$95.7K
|
+411
|
+3%
|
|
|
2042
|
First City Capital Management
Savannah,
Georgia
|
$3.92M
|
-$48K
|
-206
|
-1%
|
|
|
2043
|
SG Americas Securities
New York
|
$3.92M
|
-$109M
|
-469,725
|
-97%
|
|
|
2044
|
Bay Colony Advisors
Concord,
Massachusetts
|
$3.92M
|
+$3.26K
|
+14
|
+0.1%
|
|
|
2045
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$3.92M
|
+$218K
|
+938
|
+6%
|
|
|
2046
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$3.91M
|
-$26.3K
|
-113
|
-0.7%
|
|
|
2047
|
Eclectic Associates
Fullerton,
California
|
$3.91M
|
+$101K
|
+435
|
+3%
|
|
|
2048
|
FLC Capital Advisors
Palm Desert,
California
|
$3.9M
|
-$637K
|
-2,735
|
-14%
|
|
|
2049
|
|
$3.9M
|
+$66.8K
|
+287
|
+2%
|
|
|
2050
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3.89M
|
+$649K
|
+2,788
|
+21%
|
|
