|
2026
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$89K
|
-$36.2K
|
-169
|
-29%
|
|
|
2027
|
Cordasco Financial Network
Naples,
Florida
|
$89K
|
+$21.4K
|
+100
|
+32%
|
|
|
2028
|
Holloway Wealth Management
Gainesville,
Florida
|
$88K
|
–
|
–
|
–
|
|
|
2029
|
Wealthcare Capital Management
Richmond,
Virginia
|
$87K
|
–
|
–
|
–
|
|
|
2030
|
AllSquare Wealth Management
Albany,
New York
|
$87K
|
+$32.2K
|
+150
|
+59%
|
|
|
2031
|
First Quadrant
Glendale,
California
|
$86K
|
-$2.57M
|
-12,000
|
-97%
|
|
|
2032
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$85K
|
+$5.14K
|
+24
|
+6%
|
|
|
2033
|
McIlrath & Eck
Arlington,
Washington
|
$82K
|
-$129K
|
-602
|
-61%
|
|
|
2034
|
Endurance Wealth Management
Providence,
Rhode Island
|
$81K
|
-$26.8K
|
-125
|
-25%
|
|
|
2035
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$80K
|
+$15.2K
|
+71
|
+24%
|
|
|
2036
|
EARNEST Partners
Atlanta,
Georgia
|
$77K
|
–
|
–
|
–
|
|
|
2037
|
Lee Financial
Dallas,
Texas
|
$75K
|
–
|
–
|
–
|
|
|
2038
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$74.1K
|
–
|
–
|
–
|
|
|
2039
|
Simon Quick Advisors
Morristown,
New Jersey
|
$74K
|
+$64.3K
|
+300
|
+682%
|
|
|
2040
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$74K
|
+$68.6K
|
+320
|
+1,280%
|
|
|
2041
|
Wolverine Asset Management
Chicago,
Illinois
|
$71K
|
+$71.4K
|
+333
|
New
|
|
|
2042
|
Crewe Advisors
Salt Lake City,
Utah
|
$70K
|
-$9.01K
|
-42
|
-11%
|
|
|
2043
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$70K
|
–
|
–
|
–
|
|
|
2044
|
First Bank & Trust
Brookings,
South Dakota
|
$69K
|
–
|
–
|
–
|
|
|
2045
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$68K
|
+$25.3K
|
+118
|
+60%
|
|
|
2046
|
Harding Loevner
Bridgewater,
New Jersey
|
$67K
|
-$16.5K
|
-77
|
-20%
|
|
|
2047
|
CenterStar Asset Management
Chicago,
Illinois
|
$60K
|
–
|
–
|
–
|
|
|
2048
|
Pacific Center for Financial Services
San Ramon,
California
|
$56K
|
–
|
–
|
–
|
|
|
2049
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$50K
|
+$39.9K
|
+186
|
+388%
|
|
|
2050
|
New Capital Management
Houston,
Texas
|
$48K
|
+$598K
|
+2,787
|
+1,261%
|
|
