|
2026
|
Twin Tree Management
Dallas,
Texas
|
$4.56M
|
+$1.42M
|
+2,318
|
+40%
|
|
|
2027
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.56M
|
+$144K
|
+236
|
+3%
|
|
|
2028
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$4.54M
|
+$450K
|
+736
|
+10%
|
|
|
2029
|
Diversified Enterprises
Wilmington,
Delaware
|
$4.54M
|
+$266K
|
+435
|
+6%
|
|
|
2030
|
Arrow Financial
Glens Falls,
New York
|
$4.54M
|
+$28.7K
|
+47
|
+0.6%
|
|
|
2031
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$4.53M
|
-$1.91M
|
-3,129
|
-28%
|
|
|
2032
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.53M
|
+$571K
|
+933
|
+13%
|
|
|
2033
|
Asset Dedication LLC
San Francisco,
California
|
$4.52M
|
+$15.3K
|
+25
|
+0.3%
|
|
|
2034
|
E&G Advisors
Houston,
Texas
|
$4.51M
|
+$24.5K
|
+40
|
+0.5%
|
|
|
2035
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$4.51M
|
-$399K
|
-652
|
-8%
|
|
|
2036
|
Catalyst Private Wealth
San Mateo,
California
|
$4.51M
|
+$50.8K
|
+83
|
+1%
|
|
|
2037
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$4.51M
|
+$4.89M
|
+8,000
|
New
|
|
|
2038
|
Myriad Asset Management Advisors
West Palm Beach,
Florida
|
$4.51M
|
-$396K
|
-648
|
-7%
|
|
|
2039
|
Applied Capital LLC
Hollywood,
Florida
|
$4.5M
|
+$111K
|
+182
|
+2%
|
|
|
2040
|
Chicago Trust
Grayslake,
Illinois
|
$4.5M
|
-$313K
|
-512
|
-6%
|
|
|
2041
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$4.49M
|
+$128K
|
+209
|
+3%
|
|
|
2042
|
Meridian Investment Counsel
Lafayette,
California
|
$4.48M
|
+$659K
|
+1,077
|
+16%
|
|
|
2043
|
United Bank (Georgia)
Zebulon,
Georgia
|
$4.47M
|
-$170K
|
-278
|
-3%
|
|
|
2044
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$4.47M
|
+$410K
|
+671
|
+9%
|
|
|
2045
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.46M
|
-$187K
|
-306
|
-4%
|
|
|
2046
|
Armis Advisers
Atlanta,
Georgia
|
$4.46M
|
+$150K
|
+245
|
+3%
|
|
|
2047
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4.46M
|
+$393K
|
+642
|
+9%
|
|
|
2048
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$4.45M
|
+$4.83M
|
+7,900
|
New
|
|
|
2049
|
Victory Financial Group
Austin,
Texas
|
$4.45M
|
+$149K
|
+243
|
+3%
|
|
|
2050
|
First Dallas Securities
Dallas,
Texas
|
$4.45M
|
-$147K
|
-240
|
-3%
|
|
