|
2026
|
Black Swift Group
Boulder,
Colorado
|
$5.52M
|
+$3.72M
|
+12,000
|
+233%
|
|
|
2027
|
Point72 Asset Management
Stamford,
Connecticut
|
$5.51M
|
+$5.3M
|
+17,103
|
New
|
|
|
2028
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$5.51M
|
-$30.7K
|
-99
|
-0.6%
|
|
|
2029
|
Affinity Wealth Management
Wilmington,
Delaware
|
$5.51M
|
-$150K
|
-485
|
-3%
|
|
|
2030
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.51M
|
-$338K
|
-1,092
|
-6%
|
|
|
2031
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$5.5M
|
-$4.64K
|
-15
|
-0.1%
|
|
|
2032
|
Transatlantique Private Wealth
New York
|
$5.49M
|
-$100K
|
-324
|
-2%
|
|
|
2033
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$5.49M
|
+$100K
|
+323
|
+2%
|
|
|
2034
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$5.47M
|
+$1.22M
|
+3,947
|
+30%
|
|
|
2035
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.47M
|
-$195K
|
-629
|
-4%
|
|
|
2036
|
Titleist Asset Management
San Antonio,
Texas
|
$5.46M
|
+$789K
|
+2,549
|
+18%
|
|
|
2037
|
Stonebrook Private
Northville,
Michigan
|
$5.46M
|
-$5.04M
|
-16,272
|
-49%
|
|
|
2038
|
Investment Advisory Services
The Woodlands,
Texas
|
$5.45M
|
-$137K
|
-444
|
-3%
|
|
|
2039
|
Mattson Financial Services
Kentwood,
Michigan
|
$5.45M
|
-$130K
|
-420
|
-2%
|
|
|
2040
|
Ranch Capital Advisors
Sarasota,
Florida
|
$5.45M
|
+$199K
|
+643
|
+4%
|
|
|
2041
|
Wealth Alliance
Mellville,
New York
|
$5.45M
|
-$314K
|
-1,013
|
-6%
|
|
|
2042
|
HF Advisory Group
Annapolis,
Maryland
|
$5.45M
|
+$346K
|
+1,118
|
+7%
|
|
|
2043
|
Edge Financial Advisors
Wheaton,
Illinois
|
$5.45M
|
+$9.6K
|
+31
|
+0.4%
|
|
|
2044
|
Cetera Trust Company
St. Paul,
Minnesota
|
$5.44M
|
-$31K
|
-100
|
-0.6%
|
|
|
2045
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.43M
|
-$626K
|
-2,021
|
-11%
|
|
|
2046
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.43M
|
-$30.7K
|
-99
|
-0.6%
|
|
|
2047
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$5.43M
|
+$133K
|
+431
|
+3%
|
|
|
2048
|
WP Advisors
San Francisco,
California
|
$5.43M
|
-$241K
|
-780
|
-4%
|
|
|
2049
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.42M
|
+$93.2K
|
+301
|
+2%
|
|
|
2050
|
Brookmont Capital Management
Dallas,
Texas
|
$5.42M
|
-$41.5K
|
-134
|
-0.8%
|
|
