|
2026
|
SkyOak Wealth
Southfield,
Michigan
|
$809K
|
–
|
–
|
–
|
|
|
2027
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$808K
|
–
|
–
|
–
|
|
|
2028
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$806K
|
+$105K
|
+575
|
+16%
|
|
|
2029
|
Mattern Wealth Management
Lawrence,
Kansas
|
$806K
|
+$379K
|
+2,067
|
+95%
|
|
|
2030
|
Private Client Services
Louisville,
Kentucky
|
$805K
|
-$14.9K
|
-81
|
-2%
|
|
|
2031
|
Hara Capital
Bellevue,
Washington
|
$804K
|
–
|
–
|
–
|
|
|
2032
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$803K
|
-$9.54K
|
-52
|
-1%
|
|
|
2033
|
Providence First Trust
Scottsdale,
Arizona
|
$802K
|
-$563K
|
-3,072
|
-42%
|
|
|
2034
|
Cozad Asset Management
Champaign,
Illinois
|
$801K
|
–
|
–
|
–
|
|
|
2035
|
EARNEST Partners
Atlanta,
Georgia
|
$800K
|
+$14.7K
|
+80
|
+2%
|
|
|
2036
|
Cottage Street Advisors
Marion,
Massachusetts
|
$798K
|
+$5.13K
|
+28
|
+0.7%
|
|
|
2037
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$797K
|
-$25.9K
|
-141
|
-3%
|
|
|
2038
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$793K
|
+$576K
|
+3,139
|
+302%
|
|
|
2039
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$793K
|
-$66K
|
-360
|
-8%
|
|
|
2040
|
Bingham Private Wealth
San Francisco,
California
|
$792K
|
+$21.8K
|
+119
|
+3%
|
|
|
2041
|
Artemis Wealth Advisors
New York
|
$790K
|
+$2.75K
|
+15
|
+0.4%
|
|
|
2042
|
Bullock Wealth Management
Bloomington,
Indiana
|
$790K
|
+$755K
|
+4,117
|
New
|
|
|
2043
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$789K
|
-$11.6K
|
-63
|
-1%
|
|
|
2044
|
Clear Creek Financial Management
Silverdale,
Washington
|
$787K
|
+$367
|
+2
|
+0%
|
|
|
2045
|
DRW Securities
Chicago,
Illinois
|
$787K
|
-$1.63M
|
-8,900
|
-68%
|
|
|
2046
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$785K
|
+$72.3K
|
+394
|
+11%
|
|
|
2047
|
Westport Asset Management
Southport,
Connecticut
|
$783K
|
–
|
–
|
–
|
|
|
2048
|
Tred Avon Family Wealth
Easton,
Maryland
|
$781K
|
-$4.58K
|
-25
|
-0.6%
|
|
|
2049
|
|
$781K
|
-$107K
|
-583
|
-12%
|
|
|
2050
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$779K
|
-$41.3K
|
-225
|
-5%
|
|
