|
2026
|
Lee Financial
Dallas,
Texas
|
$99K
|
+$103
|
+1
|
+0.1%
|
|
|
2027
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$99K
|
+$93.5K
|
+905
|
New
|
|
|
2028
|
Bay Colony Advisors
Concord,
Massachusetts
|
$99K
|
+$93.6K
|
+906
|
New
|
|
|
2029
|
Cowen Prime Advisors
New York
|
$98K
|
–
|
–
|
–
|
|
|
2030
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
2031
|
Private Ocean
San Rafael,
California
|
$91K
|
–
|
–
|
–
|
|
|
2032
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$89K
|
–
|
–
|
–
|
|
|
2033
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$88K
|
–
|
–
|
–
|
|
|
2034
|
Barnett & Company
Chattanooga,
Tennessee
|
$87K
|
-$10.3K
|
-100
|
-11%
|
|
|
2035
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$87K
|
–
|
–
|
–
|
|
|
2036
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$79K
|
-$41.8K
|
-405
|
-36%
|
|
|
2037
|
Smart Portfolios LLC
Seattle,
Washington
|
$79K
|
–
|
–
|
–
|
|
|
2038
|
KWMG LLC
Overland Park,
Kansas
|
$76K
|
+$71.8K
|
+695
|
New
|
|
|
2039
|
Trust Asset Management
Houston,
Texas
|
$76K
|
+$72.5K
|
+702
|
New
|
|
|
2040
|
Ruggie Capital Group
Tavares,
Florida
|
$73K
|
–
|
–
|
–
|
|
|
2041
|
Grace Capital
Quincy,
Massachusetts
|
$71K
|
+$67.1K
|
+650
|
New
|
|
|
2042
|
Hilton Capital Management
Garden City,
New York
|
$71K
|
+$67.2K
|
+651
|
New
|
|
|
2043
|
EARNEST Partners
Atlanta,
Georgia
|
$70K
|
-$4.65K
|
-45
|
-7%
|
|
|
2044
|
Veritas Investment Management
London,
United Kingdom
|
$68K
|
–
|
–
|
–
|
|
|
2045
|
Thompson Davis & Co
Richmond,
Virginia
|
$64K
|
+$13.5K
|
+131
|
+29%
|
|
|
2046
|
Tributary Capital Management
Omaha,
Nebraska
|
$63K
|
-$30K
|
-290
|
-34%
|
|
|
2047
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$59K
|
–
|
–
|
–
|
|
|
2048
|
Trilogy Capital
Irvine,
California
|
$56K
|
+$19.8K
|
+192
|
+60%
|
|
|
2049
|
Creative Financial Designs
Kokomo,
Indiana
|
$55K
|
+$723
|
+7
|
+1%
|
|
|
2050
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$54K
|
–
|
–
|
–
|
|
