|
2026
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.05M
|
-$135K
|
-445
|
-3%
|
|
|
2027
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.05M
|
-$74.4K
|
-245
|
-1%
|
|
|
2028
|
Titleist Asset Management
San Antonio,
Texas
|
$5.04M
|
+$60.7K
|
+200
|
+1%
|
|
|
2029
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$5.04M
|
+$12.7K
|
+42
|
+0.2%
|
|
|
2030
|
Affinity Wealth Management
Wilmington,
Delaware
|
$5.04M
|
+$13.1K
|
+43
|
+0.3%
|
|
|
2031
|
BOCHK Asset Management
Hong Kong
|
$5.03M
|
+$2.94M
|
+9,700
|
+131%
|
|
|
2032
|
Kesler Norman & Wride
Ogden,
Utah
|
$5.03M
|
+$291K
|
+958
|
+6%
|
|
|
2033
|
Marshall Wace
London,
United Kingdom
|
$5.02M
|
+$4.55M
|
+15,000
|
+721%
|
|
|
2034
|
Park Place Capital
Homewood,
Alabama
|
$5.01M
|
+$358K
|
+1,180
|
+7%
|
|
|
2035
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$5M
|
-$92.3K
|
-304
|
-2%
|
|
|
2036
|
Triad Wealth Partners
Lawrence,
Kansas
|
$5M
|
+$314K
|
+1,034
|
+6%
|
|
|
2037
|
Boltwood Capital Management
Walnut Creek,
California
|
$5M
|
+$39.5K
|
+130
|
+0.8%
|
|
|
2038
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$4.98M
|
+$1.29M
|
+4,246
|
+33%
|
|
|
2039
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.98M
|
-$910
|
-3
|
-0%
|
|
|
2040
|
Tannin Capital
Charlotte,
North Carolina
|
$4.97M
|
+$585K
|
+1,927
|
+13%
|
|
|
2041
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.97M
|
+$14.9K
|
+49
|
+0.3%
|
|
|
2042
|
Bay Colony Advisors
Concord,
Massachusetts
|
$4.96M
|
-$175K
|
-575
|
-3%
|
|
|
2043
|
Triumph Capital Management
Denver,
Colorado
|
$4.96M
|
+$600K
|
+1,978
|
+13%
|
|
|
2044
|
WP Advisors
San Francisco,
California
|
$4.95M
|
-$910
|
-3
|
-0%
|
|
|
2045
|
Stonebrook Private
Northville,
Michigan
|
$4.95M
|
-$39.8K
|
-131
|
-0.8%
|
|
|
2046
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$4.94M
|
-$221K
|
-729
|
-4%
|
|
|
2047
|
PCM Encore
Aspen,
Colorado
|
$4.93M
|
+$83.8K
|
+276
|
+2%
|
|
|
2048
|
Blume Capital Management
Berkeley,
California
|
$4.93M
|
-$1.08M
|
-3,554
|
-18%
|
|
|
2049
|
Integrity Financial
Cheyenne,
Wyoming
|
$4.92M
|
+$131K
|
+433
|
+3%
|
|
|
2050
|
NWF Advisory Services
Los Angeles,
California
|
$4.92M
|
-$551K
|
-1,816
|
-10%
|
|
