|
2026
|
Crew Capital Management
Cincinnati,
Ohio
|
$1.5M
|
+$1.37M
|
+5,085
|
New
|
|
|
2027
|
Cypress Asset Management
Houston,
Texas
|
$1.5M
|
-$26.9K
|
-100
|
-2%
|
|
|
2028
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.49M
|
-$228K
|
-845
|
-14%
|
|
|
2029
|
Brave Warrior Advisors
New York
|
$1.49M
|
-$66.9M
|
-248,570
|
-98%
|
|
|
2030
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.49M
|
+$4.58K
|
+17
|
+0.3%
|
|
|
2031
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.48M
|
-$1.27M
|
-4,729
|
-48%
|
|
|
2032
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.48M
|
–
|
–
|
–
|
|
|
2033
|
Bronson Point Management
Fairfield,
Connecticut
|
$1.47M
|
+$1.35M
|
+5,000
|
New
|
|
|
2034
|
Mather Group
Chicago,
Illinois
|
$1.47M
|
+$194K
|
+721
|
+17%
|
|
|
2035
|
Great Diamond Partners
Portland,
Maine
|
$1.47M
|
-$6.73K
|
-25
|
-0.5%
|
|
|
2036
|
Childress Capital Advisors
Houston,
Texas
|
$1.46M
|
+$614K
|
+2,281
|
+85%
|
|
|
2037
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.45M
|
+$45.8K
|
+170
|
+4%
|
|
|
2038
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.44M
|
–
|
–
|
–
|
|
|
2039
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.43M
|
+$38.5K
|
+143
|
+3%
|
|
|
2040
|
Standard Family Office
Sioux Falls,
South Dakota
|
$1.43M
|
+$41.5K
|
+154
|
+3%
|
|
|
2041
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.43M
|
+$1.31M
|
+4,856
|
New
|
|
|
2042
|
Curated Wealth Partners
El Segundo,
California
|
$1.43M
|
+$19.7K
|
+73
|
+2%
|
|
|
2043
|
Gladius Capital Management
Chicago,
Illinois
|
$1.43M
|
-$3.77M
|
-14,007
|
-74%
|
|
|
2044
|
Atlas Brown
Louisville,
Kentucky
|
$1.43M
|
+$91.8K
|
+341
|
+8%
|
|
|
2045
|
Moseley Investment Management
Bradenton,
Florida
|
$1.43M
|
-$33.1K
|
-123
|
-2%
|
|
|
2046
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.43M
|
+$578K
|
+2,147
|
+78%
|
|
|
2047
|
Atlas Private Wealth Management
Albany,
New York
|
$1.42M
|
-$45.2K
|
-168
|
-3%
|
|
|
2048
|
HUB Investment Partners
Austin,
Texas
|
$1.42M
|
+$208K
|
+773
|
+19%
|
|
|
2049
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$1.42M
|
+$840K
|
+3,120
|
+182%
|
|
|
2050
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.42M
|
+$64.1K
|
+238
|
+5%
|
|
