|
2026
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$3.88M
|
-$7.05K
|
-11
|
-0.2%
|
|
|
2027
|
Smith Asset Management
Chiefland,
Florida
|
$3.88M
|
+$68.6K
|
+107
|
+2%
|
|
|
2028
|
Capital City Trust
Tallahassee,
Florida
|
$3.88M
|
+$18.6K
|
+29
|
+0.5%
|
|
|
2029
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.87M
|
–
|
–
|
–
|
|
|
2030
|
Northwest Bancshares
Warren,
Pennsylvania
|
$3.87M
|
-$158K
|
-246
|
-4%
|
|
|
2031
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.87M
|
+$184K
|
+287
|
+5%
|
|
|
2032
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$3.86M
|
–
|
–
|
–
|
|
|
2033
|
Castleview Partners
Dallas,
Texas
|
$3.86M
|
+$21.8K
|
+34
|
+0.6%
|
|
|
2034
|
OFC Financial Planning
Short Hills,
New Jersey
|
$3.85M
|
-$290K
|
-453
|
-7%
|
|
|
2035
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$3.84M
|
-$895K
|
-1,396
|
-20%
|
|
|
2036
|
State of Alaska Department of Revenue
Juneau,
Alaska
|
$3.84M
|
-$25.6M
|
-40,000
|
-87%
|
|
|
2037
|
Turn8 Private Wealth
Pointe Claire,
|
$3.84M
|
-$3.21M
|
-5,000
|
-46%
|
|
|
2038
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.83M
|
+$103K
|
+160
|
+3%
|
|
|
2039
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.82M
|
+$92.3K
|
+144
|
+3%
|
|
|
2040
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.82M
|
+$4.49K
|
+7
|
+0.1%
|
|
|
2041
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.82M
|
-$34K
|
-53
|
-0.9%
|
|
|
2042
|
Clarkston Capital Partners
Rochester,
Michigan
|
$3.81M
|
+$897K
|
+1,400
|
+32%
|
|
|
2043
|
Alterna Wealth Management
Houston,
Texas
|
$3.81M
|
-$976K
|
-1,523
|
-21%
|
|
|
2044
|
Burney Company
Reston,
Virginia
|
$3.8M
|
+$9.6K
|
+15
|
+0.3%
|
|
|
2045
|
Fountainhead AM
Warren,
New Jersey
|
$3.79M
|
+$71.8K
|
+112
|
+2%
|
|
|
2046
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.79M
|
-$16K
|
-25
|
-0.4%
|
|
|
2047
|
Coign Capital Advisors
Draper,
Utah
|
$3.79M
|
-$274K
|
-427
|
-7%
|
|
|
2048
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.77M
|
+$12.2K
|
+19
|
+0.3%
|
|
|
2049
|
Caitlin John
Brighton,
Michigan
|
$3.76M
|
+$210K
|
+328
|
+6%
|
|
|
2050
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$3.76M
|
+$319K
|
+497
|
+8%
|
|
