|
2026
|
Congress Park Capital
Saratoga Springs,
New York
|
$920K
|
+$36.9K
|
+225
|
+4%
|
|
|
2027
|
Triton Wealth Management
Sun City,
Arizona
|
$919K
|
+$113K
|
+691
|
+14%
|
|
|
2028
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$919K
|
+$18.8K
|
+115
|
+2%
|
|
|
2029
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$919K
|
-$552K
|
-3,369
|
-36%
|
|
|
2030
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$916K
|
+$4.1K
|
+25
|
+0.4%
|
|
|
2031
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$915K
|
+$9.83K
|
+60
|
+1%
|
|
|
2032
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$914K
|
+$59K
|
+360
|
+6%
|
|
|
2033
|
Simon Quick Advisors
Morristown,
New Jersey
|
$913K
|
-$182K
|
-1,108
|
-16%
|
|
|
2034
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$909K
|
-$120K
|
-730
|
-11%
|
|
|
2035
|
Baker Avenue Asset Management
San Francisco,
California
|
$908K
|
-$20K
|
-122
|
-2%
|
|
|
2036
|
Foster & Motley
Cincinnati,
Ohio
|
$907K
|
-$8.52K
|
-52
|
-0.9%
|
|
|
2037
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$906K
|
-$4.59K
|
-28
|
-0.5%
|
|
|
2038
|
Forza Wealth Management
Sarasota,
Florida
|
$905K
|
+$21K
|
+128
|
+2%
|
|
|
2039
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$905K
|
-$33.6K
|
-205
|
-3%
|
|
|
2040
|
JT Stratford LLC
Gainesville,
Georgia
|
$904K
|
-$94K
|
-574
|
-9%
|
|
|
2041
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$901K
|
+$2.29K
|
+14
|
+0.2%
|
|
|
2042
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$900K
|
+$2.13K
|
+13
|
+0.2%
|
|
|
2043
|
Essex Investment Management
Boston,
Massachusetts
|
$899K
|
–
|
–
|
–
|
|
|
2044
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$899K
|
+$251K
|
+1,535
|
+35%
|
|
|
2045
|
Ballast Advisors
Woodbury,
Minnesota
|
$898K
|
-$246K
|
-1,501
|
-20%
|
|
|
2046
|
|
$897K
|
-$318K
|
-1,938
|
-25%
|
|
|
2047
|
Atomi Financial Group
New York
|
$897K
|
-$74.1K
|
-452
|
-7%
|
|
|
2048
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$896K
|
+$32.8K
|
+200
|
+4%
|
|
|
2049
|
Soltis Investment Advisors
St. George,
Utah
|
$895K
|
+$9.5K
|
+58
|
+1%
|
|
|
2050
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$895K
|
+$964K
|
+5,884
|
New
|
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