|
2026
|
Simon Quick Advisors
Morristown,
New Jersey
|
$288K
|
+$58.3K
|
+996
|
+28%
|
|
|
2027
|
Griffin Asset Management
New York
|
$288K
|
–
|
–
|
–
|
|
|
2028
|
Delta Asset Management
Memphis,
Tennessee
|
$287K
|
-$1.82K
|
-31
|
-0.7%
|
|
|
2029
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$287K
|
+$242K
|
+4,138
|
+1,176%
|
|
|
2030
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$287K
|
+$12.8K
|
+219
|
+5%
|
|
|
2031
|
iSAM Funds (UK)
London,
United Kingdom
|
$287K
|
+$263K
|
+4,484
|
New
|
|
|
2032
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$286K
|
+$239K
|
+4,080
|
New
|
|
|
2033
|
Skyline Advisors
Bellingham,
Washington
|
$286K
|
–
|
–
|
–
|
|
|
2034
|
Eagle Bay Advisors
New York
|
$285K
|
+$10.4K
|
+177
|
+4%
|
|
|
2035
|
Thomas Story & Son
Culver,
Indiana
|
$285K
|
–
|
–
|
–
|
|
|
2036
|
Walker Asset Management
Verona,
Missouri
|
$285K
|
+$31K
|
+530
|
+14%
|
|
|
2037
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$284K
|
-$87.9K
|
-1,500
|
-25%
|
|
|
2038
|
Bank of Marin
Novato,
California
|
$284K
|
–
|
–
|
–
|
|
|
2039
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$283K
|
+$37.5K
|
+640
|
+17%
|
|
|
2040
|
Wealth Architects
Mountain View,
California
|
$283K
|
+$21.6K
|
+368
|
+9%
|
|
|
2041
|
Alpha Financial Partners
Lexington,
Kentucky
|
$283K
|
-$150K
|
-2,554
|
-37%
|
|
|
2042
|
|
$281K
|
-$339K
|
-5,792
|
-57%
|
|
|
2043
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$281K
|
–
|
–
|
–
|
|
|
2044
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$281K
|
+$1.52K
|
+26
|
+0.6%
|
|
|
2045
|
TriaGen Wealth Management
Calabasas,
California
|
$281K
|
–
|
–
|
–
|
|
|
2046
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$281K
|
-$1.17K
|
-20
|
-0.5%
|
|
|
2047
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$280K
|
+$49.5K
|
+845
|
+24%
|
|
|
2048
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$279K
|
–
|
–
|
–
|
|
|
2049
|
Austin Wealth Management
Austin,
Texas
|
$279K
|
+$1.76K
|
+30
|
+0.8%
|
|
|
2050
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$279K
|
-$34.4K
|
-588
|
-12%
|
|
