|
2026
|
Howard Wealth Management
Madison,
Connecticut
|
$452K
|
+$434K
|
+12,183
|
New
|
|
|
2027
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$449K
|
-$51.4K
|
-1,442
|
-11%
|
|
|
2028
|
SignalPoint Asset Management
Springfield,
Missouri
|
$449K
|
+$4.24K
|
+119
|
+1%
|
|
|
2029
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$449K
|
+$47.6K
|
+1,336
|
+12%
|
|
|
2030
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$448K
|
-$455K
|
-12,777
|
-51%
|
|
|
2031
|
Personal CFO Solutions
Chester,
New Jersey
|
$448K
|
-$86.8K
|
-2,436
|
-17%
|
|
|
2032
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$447K
|
–
|
–
|
–
|
|
|
2033
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$447K
|
+$102K
|
+2,856
|
+31%
|
|
|
2034
|
Procyon Advisors
Shelton,
Connecticut
|
$447K
|
+$428K
|
+12,023
|
New
|
|
|
2035
|
Private Portfolio Partners
Paramus,
New Jersey
|
$445K
|
-$21.2K
|
-594
|
-5%
|
|
|
2036
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$444K
|
+$426K
|
+11,954
|
New
|
|
|
2037
|
Virtue Capital Management
Brentwood,
Tennessee
|
$441K
|
-$1.25M
|
-35,003
|
-75%
|
|
|
2038
|
Affinity Capital Advisors
Berkeley,
California
|
$440K
|
+$422K
|
+11,847
|
New
|
|
|
2039
|
Keating Investment Counselors
Delray Beach,
Florida
|
$439K
|
–
|
–
|
–
|
|
|
2040
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$432K
|
-$23.2K
|
-651
|
-5%
|
|
|
2041
|
BigSur Wealth Management
Miami,
Florida
|
$429K
|
–
|
–
|
–
|
|
|
2042
|
Orser Capital Management
Southlake,
Texas
|
$428K
|
+$10.9K
|
+305
|
+3%
|
|
|
2043
|
AIA Investment Management
Singapore
|
$428K
|
+$18.3K
|
+515
|
+5%
|
|
|
2044
|
Highland Private Wealth Management
Bellevue,
Washington
|
$423K
|
-$34.2K
|
-959
|
-8%
|
|
|
2045
|
TRH Financial
North Liberty,
Iowa
|
$423K
|
+$409K
|
+11,495
|
New
|
|
|
2046
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$421K
|
+$50.3K
|
+1,413
|
+14%
|
|
|
2047
|
First United Bank & Trust
Oakland,
Maryland
|
$420K
|
+$5.09K
|
+143
|
+1%
|
|
|
2048
|
Clare Market Investments
Dallas,
Texas
|
$419K
|
-$37K
|
-1,040
|
-8%
|
|
|
2049
|
Waverly Advisors
Birmingham,
Alabama
|
$419K
|
-$26.4K
|
-741
|
-6%
|
|
|
2050
|
Carlson Capital Management
Northfield,
Minnesota
|
$419K
|
+$30.6K
|
+860
|
+8%
|
|
