|
2026
|
M.E. Allison & Co
San Antonio,
Texas
|
$4.5M
|
-$57.5K
|
-85
|
-1%
|
|
|
2027
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$4.49M
|
+$121K
|
+179
|
+3%
|
|
|
2028
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.49M
|
+$29.1K
|
+43
|
+0.7%
|
|
|
2029
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.48M
|
+$42.6K
|
+63
|
+1%
|
|
|
2030
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4.48M
|
+$510K
|
+755
|
+13%
|
|
|
2031
|
Mengis Capital Management
Portland,
Oregon
|
$4.48M
|
-$88.5K
|
-131
|
-2%
|
|
|
2032
|
Dearborn Partners
Chicago,
Illinois
|
$4.47M
|
+$2.82M
|
+4,179
|
+176%
|
|
|
2033
|
Sunesis Advisors
Overland Park,
Kansas
|
$4.47M
|
-$24.3K
|
-36
|
-0.5%
|
|
|
2034
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.47M
|
-$183K
|
-271
|
-4%
|
|
|
2035
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$4.46M
|
+$199K
|
+294
|
+5%
|
|
|
2036
|
Pincus Capital Management
New York
|
$4.46M
|
+$4.42M
|
+6,536
|
New
|
|
|
2037
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$4.45M
|
+$126K
|
+187
|
+3%
|
|
|
2038
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$4.45M
|
+$1.32M
|
+1,955
|
+43%
|
|
|
2039
|
Howard Wealth Management
Madison,
Connecticut
|
$4.44M
|
-$25.7K
|
-38
|
-0.6%
|
|
|
2040
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$4.44M
|
+$7.43K
|
+11
|
+0.2%
|
|
|
2041
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$4.44M
|
+$479K
|
+709
|
+12%
|
|
|
2042
|
Investmark Advisory Group
Shelton,
Connecticut
|
$4.44M
|
+$9.46K
|
+14
|
+0.2%
|
|
|
2043
|
VanderPol Investments
Caledonia,
Michigan
|
$4.43M
|
-$1.15M
|
-1,700
|
-21%
|
|
|
2044
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.43M
|
-$181K
|
-268
|
-4%
|
|
|
2045
|
Parcion Private Wealth
Bellevue,
Washington
|
$4.42M
|
-$296K
|
-438
|
-6%
|
|
|
2046
|
Red Door Wealth Management
Memphis,
Tennessee
|
$4.42M
|
+$1.13M
|
+1,667
|
+35%
|
|
|
2047
|
Prism Advisors
Studio City,
California
|
$4.41M
|
-$6.39M
|
-9,457
|
-59%
|
|
|
2048
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.4M
|
+$48.7K
|
+72
|
+1%
|
|
|
2049
|
Midland Wealth Advisors
Effingham,
Illinois
|
$4.4M
|
-$128K
|
-190
|
-3%
|
|
|
2050
|
Crossmark Global Holdings
Houston,
Texas
|
$4.4M
|
+$1.94M
|
+2,876
|
+81%
|
|
