|
2026
|
Indie Asset Partners
Carmel,
Indiana
|
$1.88M
|
-$24.4K
|
-75
|
-1%
|
|
|
2027
|
Sivia Capital Partners
Mill Valley,
California
|
$1.88M
|
+$1.73M
|
+5,317
|
New
|
|
|
2028
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.87M
|
+$170K
|
+522
|
+11%
|
|
|
2029
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.87M
|
+$645K
|
+1,981
|
+60%
|
|
|
2030
|
First Bank & Trust
Brookings,
South Dakota
|
$1.87M
|
+$383K
|
+1,177
|
+29%
|
|
|
2031
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.86M
|
-$27.7K
|
-85
|
-2%
|
|
|
2032
|
Catalyst Private Wealth
San Mateo,
California
|
$1.86M
|
+$229K
|
+704
|
+15%
|
|
|
2033
|
Sykon Capital
Harrison,
New York
|
$1.86M
|
-$21.5K
|
-66
|
-1%
|
|
|
2034
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.86M
|
-$547K
|
-1,680
|
-24%
|
|
|
2035
|
|
$1.85M
|
+$132K
|
+406
|
+8%
|
|
|
2036
|
Essex Savings Bank
Essex,
Connecticut
|
$1.85M
|
+$285K
|
+874
|
+20%
|
|
|
2037
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.85M
|
-$933K
|
-2,865
|
-35%
|
|
|
2038
|
FourThought Financial Partners
Venice,
Florida
|
$1.84M
|
-$58.3K
|
-179
|
-3%
|
|
|
2039
|
Astoria Portfolio Advisors
New York
|
$1.84M
|
+$772K
|
+2,372
|
+142%
|
|
|
2040
|
Providence First Trust
Scottsdale,
Arizona
|
$1.84M
|
–
|
–
|
–
|
|
|
2041
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.84M
|
+$388K
|
+1,190
|
+30%
|
|
|
2042
|
Saxon Interests
Houston,
Texas
|
$1.83M
|
+$1.69M
|
+5,184
|
New
|
|
|
2043
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.83M
|
-$2.28K
|
-7
|
-0.1%
|
|
|
2044
|
XTX Topco
George Town,
Cayman Islands
|
$1.83M
|
-$145K
|
-445
|
-8%
|
|
|
2045
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.83M
|
-$11.1K
|
-34
|
-0.7%
|
|
|
2046
|
Essex LLC
Deer Park,
Illinois
|
$1.83M
|
-$71K
|
-218
|
-4%
|
|
|
2047
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.83M
|
-$44.9K
|
-138
|
-3%
|
|
|
2048
|
Bank of Stockton
Stockton,
California
|
$1.82M
|
+$130K
|
+400
|
+9%
|
|
|
2049
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.82M
|
-$19.5K
|
-60
|
-1%
|
|
|
2050
|
Fountainhead AM
Warren,
New Jersey
|
$1.81M
|
+$65.1K
|
+200
|
+4%
|
|
