|
2026
|
Modus Advisors
Excelsior,
Minnesota
|
$4.61M
|
+$101K
|
+165
|
+2%
|
|
|
2027
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$4.61M
|
+$233K
|
+381
|
+5%
|
|
|
2028
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$4.6M
|
+$424K
|
+693
|
+9%
|
|
|
2029
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.58M
|
+$4.14M
|
+6,769
|
+494%
|
|
|
2030
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$4.58M
|
-$45.3K
|
-74
|
-0.9%
|
|
|
2031
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$4.58M
|
-$266K
|
-435
|
-5%
|
|
|
2032
|
SWP Investment Management
Independence,
Ohio
|
$4.58M
|
+$1.65M
|
+2,698
|
+50%
|
|
|
2033
|
Secure Asset Management
Troy,
Michigan
|
$4.57M
|
+$1.74M
|
+2,849
|
+54%
|
|
|
2034
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$4.57M
|
-$225K
|
-368
|
-4%
|
|
|
2035
|
Twin Tree Management
Dallas,
Texas
|
$4.56M
|
+$1.42M
|
+2,318
|
+40%
|
|
|
2036
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.56M
|
+$144K
|
+236
|
+3%
|
|
|
2037
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$4.54M
|
+$450K
|
+736
|
+10%
|
|
|
2038
|
Diversified Enterprises
Wilmington,
Delaware
|
$4.54M
|
+$266K
|
+435
|
+6%
|
|
|
2039
|
Arrow Financial
Glens Falls,
New York
|
$4.54M
|
+$28.7K
|
+47
|
+0.6%
|
|
|
2040
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$4.53M
|
-$1.91M
|
-3,129
|
-28%
|
|
|
2041
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.53M
|
+$571K
|
+933
|
+13%
|
|
|
2042
|
Asset Dedication LLC
San Francisco,
California
|
$4.52M
|
+$15.3K
|
+25
|
+0.3%
|
|
|
2043
|
E&G Advisors
Houston,
Texas
|
$4.51M
|
+$24.5K
|
+40
|
+0.5%
|
|
|
2044
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$4.51M
|
-$399K
|
-652
|
-8%
|
|
|
2045
|
Catalyst Private Wealth
San Mateo,
California
|
$4.51M
|
+$50.8K
|
+83
|
+1%
|
|
|
2046
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$4.51M
|
+$4.89M
|
+8,000
|
New
|
|
|
2047
|
Myriad Asset Management Advisors
West Palm Beach,
Florida
|
$4.51M
|
-$396K
|
-648
|
-7%
|
|
|
2048
|
Applied Capital LLC
Hollywood,
Florida
|
$4.5M
|
+$111K
|
+182
|
+2%
|
|
|
2049
|
Chicago Trust
Grayslake,
Illinois
|
$4.5M
|
-$313K
|
-512
|
-6%
|
|
|
2050
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$4.49M
|
+$128K
|
+209
|
+3%
|
|
