|
2026
|
Everhart Financial Group
Dublin,
Ohio
|
$822K
|
+$143K
|
+850
|
+21%
|
|
|
2027
|
Silphium Asset Management
London,
United Kingdom
|
$821K
|
–
|
–
|
–
|
|
|
2028
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$820K
|
–
|
–
|
–
|
|
|
2029
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$818K
|
-$31.9K
|
-190
|
-4%
|
|
|
2030
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$814K
|
–
|
–
|
–
|
|
|
2031
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$812K
|
-$6.04K
|
-36
|
-0.7%
|
|
|
2032
|
St Louis Trust
Saint Louis,
Missouri
|
$812K
|
–
|
–
|
–
|
|
|
2033
|
Great Diamond Partners
Portland,
Maine
|
$811K
|
+$22K
|
+131
|
+3%
|
|
|
2034
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$810K
|
-$42.5K
|
-253
|
-5%
|
|
|
2035
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$810K
|
+$27.5K
|
+164
|
+4%
|
|
|
2036
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$807K
|
+$37.1K
|
+221
|
+5%
|
|
|
2037
|
First American Trust
Santa Ana,
California
|
$806K
|
+$66.8K
|
+398
|
+9%
|
|
|
2038
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$804K
|
–
|
–
|
–
|
|
|
2039
|
Davis Rea
Toronto,
Ontario, Canada
|
$804K
|
+$1.82M
|
+10,853
|
+104%
|
|
|
2040
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$803K
|
+$4.37K
|
+26
|
+0.5%
|
|
|
2041
|
Stewart & Patten Company
Lafayette,
California
|
$802K
|
-$179K
|
-1,065
|
-18%
|
|
|
2042
|
Legacy Bridge
West Des Moines,
Iowa
|
$799K
|
-$71.4K
|
-425
|
-8%
|
|
|
2043
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$793K
|
+$16.8K
|
+100
|
+2%
|
|
|
2044
|
Proficio Capital Partners
Newton,
Massachusetts
|
$790K
|
-$33.9K
|
-202
|
-4%
|
|
|
2045
|
Well Done LLC
Holland,
Michigan
|
$789K
|
+$1.01K
|
+6
|
+0.1%
|
|
|
2046
|
Bison Wealth
Atlanta,
Georgia
|
$788K
|
+$12.3K
|
+73
|
+2%
|
|
|
2047
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$786K
|
-$17.8K
|
-106
|
-2%
|
|
|
2048
|
Curi RMB Capital
Chicago,
Illinois
|
$785K
|
-$13.9K
|
-83
|
-2%
|
|
|
2049
|
Dodge & Cox
San Francisco,
California
|
$783K
|
-$92.3K
|
-550
|
-11%
|
|
|
2050
|
Covenant Partners
Nashville,
Tennessee
|
$775K
|
-$42.6K
|
-254
|
-5%
|
|
