|
2026
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$11.7M
|
-$177K
|
-535
|
-1%
|
|
|
2027
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$11.7M
|
–
|
–
|
–
|
|
|
2028
|
Graphene Investments SAS
Paris,
France
|
$11.7M
|
+$991K
|
+3,000
|
+9%
|
|
|
2029
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$11.6M
|
-$303K
|
-918
|
-2%
|
|
|
2030
|
Capstone Investment Advisors
New York
|
$11.6M
|
+$8M
|
+24,221
|
+193%
|
|
|
2031
|
CAAS Capital Management
New York
|
$11.6M
|
+$12.2M
|
+36,776
|
New
|
|
|
2032
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$11.6M
|
+$126K
|
+381
|
+1%
|
|
|
2033
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$11.6M
|
+$3.92M
|
+11,867
|
+48%
|
|
|
2034
|
Kesler Norman & Wride
Ogden,
Utah
|
$11.5M
|
-$383K
|
-1,158
|
-3%
|
|
|
2035
|
Essex Investment Management
Boston,
Massachusetts
|
$11.5M
|
-$659K
|
-1,995
|
-5%
|
|
|
2036
|
Maytus Capital Management
New York
|
$11.5M
|
+$3.47M
|
+10,500
|
+40%
|
|
|
2037
|
Farther Finance Advisors
San Francisco,
California
|
$11.5M
|
+$4.41M
|
+13,335
|
+58%
|
|
|
2038
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$11.5M
|
-$269K
|
-813
|
-2%
|
|
|
2039
|
Great Diamond Partners
Portland,
Maine
|
$11.5M
|
+$658K
|
+1,991
|
+6%
|
|
|
2040
|
First Personal Financial Services
Charlotte,
North Carolina
|
$11.4M
|
-$199K
|
-601
|
-2%
|
|
|
2041
|
Abbot Financial Management
Andover,
Massachusetts
|
$11.4M
|
-$226K
|
-685
|
-2%
|
|
|
2042
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$11.4M
|
+$347K
|
+1,050
|
+3%
|
|
|
2043
|
Bulltick Wealth Management
Miami,
Florida
|
$11.4M
|
-$598K
|
-1,811
|
-5%
|
|
|
2044
|
|
$11.4M
|
-$19.2K
|
-58
|
-0.2%
|
|
|
2045
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$11.4M
|
+$862K
|
+2,610
|
+8%
|
|
|
2046
|
Symmetry Investments
St Helier,
Jersey
|
$11.4M
|
+$7.37M
|
+22,291
|
+162%
|
|
|
2047
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$11.4M
|
+$6.61K
|
+20
|
+0.1%
|
|
|
2048
|
Arden Trust
Wilmington,
Delaware
|
$11.3M
|
+$330
|
+1
|
+0%
|
|
|
2049
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$11.3M
|
-$126K
|
-380
|
-1%
|
|
|
2050
|
Consolidated Press International Holdings
Sydney,
Australia
|
$11.3M
|
–
|
–
|
–
|
|
