|
2026
|
ArchPoint Investors
Coral Gables,
Florida
|
$802K
|
+$102K
|
+765
|
+15%
|
|
|
2027
|
Westwood Holdings Group
Dallas,
Texas
|
$801K
|
-$83.4K
|
-628
|
-10%
|
|
|
2028
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$801K
|
-$27K
|
-203
|
-3%
|
|
|
2029
|
FCG Advisors
Chatham,
New Jersey
|
$796K
|
+$250K
|
+1,882
|
+49%
|
|
|
2030
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
2031
|
Howe & Rusling
Rochester,
New York
|
$795K
|
+$217K
|
+1,637
|
+40%
|
|
|
2032
|
|
$792K
|
–
|
–
|
–
|
|
|
2033
|
Cadinha & Co
Honolulu,
Hawaii
|
$790K
|
+$10.6K
|
+80
|
+1%
|
|
|
2034
|
Strategy Asset Managers
Pasadena,
California
|
$789K
|
-$49.4K
|
-372
|
-6%
|
|
|
2035
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$787K
|
-$57.5K
|
-433
|
-7%
|
|
|
2036
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$785K
|
+$1.46K
|
+11
|
+0.2%
|
|
|
2037
|
Corundum Group
Colorado Springs,
Colorado
|
$784K
|
+$33.9K
|
+255
|
+5%
|
|
|
2038
|
Financial Engines Advisors
Santa Clara,
California
|
$784K
|
+$156K
|
+1,173
|
+26%
|
|
|
2039
|
Bessemer Securities
New York
|
$783K
|
–
|
–
|
–
|
|
|
2040
|
IRON Financial
Northbrook,
Illinois
|
$780K
|
+$20K
|
+151
|
+3%
|
|
|
2041
|
Peninsula Asset Management
Bradenton,
Florida
|
$779K
|
–
|
–
|
–
|
|
|
2042
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$777K
|
+$151K
|
+1,137
|
+26%
|
|
|
2043
|
Versant Capital Management
Phoenix,
Arizona
|
$775K
|
–
|
–
|
–
|
|
|
2044
|
Capital International Inc
Los Angeles,
California
|
$774K
|
-$82.2K
|
-619
|
-10%
|
|
|
2045
|
Doliver Advisors
Houston,
Texas
|
$773K
|
-$16.6K
|
-125
|
-2%
|
|
|
2046
|
Salem Capital Management
Woburn,
Massachusetts
|
$769K
|
-$77.7K
|
-585
|
-10%
|
|
|
2047
|
Doheny Asset Management
Los Angeles,
California
|
$762K
|
–
|
–
|
–
|
|
|
2048
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$762K
|
–
|
–
|
–
|
|
|
2049
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$762K
|
+$408K
|
+3,073
|
+128%
|
|
|
2050
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$760K
|
+$6.64K
|
+50
|
+0.9%
|
|
