|
2026
|
Focused Wealth Management
Newburgh,
New York
|
$558K
|
-$1.06M
|
-36,756
|
-66%
|
|
|
2027
|
Liberty Capital Management
Birmingham,
Michigan
|
$558K
|
–
|
–
|
–
|
|
|
2028
|
|
$556K
|
-$15.1M
|
-521,721
|
-97%
|
|
|
2029
|
Private Ocean
San Rafael,
California
|
$555K
|
-$4.01K
|
-139
|
-0.7%
|
|
|
2030
|
Summit Trail Advisors
New York
|
$554K
|
-$108K
|
-3,741
|
-17%
|
|
|
2031
|
NewDay Solutions
Hampton,
New Hampshire
|
$552K
|
-$183K
|
-6,326
|
-25%
|
|
|
2032
|
Chemung Canal Trust
Elmira,
New York
|
$550K
|
-$117K
|
-4,059
|
-18%
|
|
|
2033
|
BigSur Wealth Management
Miami,
Florida
|
$550K
|
–
|
–
|
–
|
|
|
2034
|
CVA Family Office
Denver,
Colorado
|
$548K
|
+$537K
|
+18,582
|
New
|
|
|
2035
|
Sargent Investment Group
Bethesda,
Maryland
|
$546K
|
+$35.3K
|
+1,223
|
+7%
|
|
|
2036
|
Howard Wealth Management
Madison,
Connecticut
|
$546K
|
+$535K
|
+18,519
|
New
|
|
|
2037
|
Krane Funds Advisors
New York
|
$545K
|
-$33K
|
-1,142
|
-6%
|
|
|
2038
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$544K
|
+$2.11K
|
+73
|
+0.4%
|
|
|
2039
|
Gilbert & Cook
West Des Moines,
Iowa
|
$543K
|
-$82.5K
|
-2,856
|
-13%
|
|
|
2040
|
Corundum Group
Colorado Springs,
Colorado
|
$541K
|
+$51.5K
|
+1,782
|
+11%
|
|
|
2041
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$541K
|
+$526K
|
+18,228
|
New
|
|
|
2042
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$540K
|
–
|
–
|
–
|
|
|
2043
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$538K
|
–
|
–
|
–
|
|
|
2044
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$535K
|
+$523K
|
+18,115
|
New
|
|
|
2045
|
LifePlan Financial Group
Dayton,
Ohio
|
$533K
|
–
|
–
|
–
|
|
|
2046
|
Wedge Capital Management
Charlotte,
North Carolina
|
$533K
|
+$6.99K
|
+242
|
+1%
|
|
|
2047
|
Alpine Woods Capital Investors
Purchase,
New York
|
$531K
|
-$118K
|
-4,082
|
-18%
|
|
|
2048
|
Gratus Capital
Atlanta,
Georgia
|
$531K
|
-$71.7K
|
-2,484
|
-12%
|
|
|
2049
|
Bender Robert & Associates
Pasadena,
California
|
$531K
|
–
|
–
|
–
|
|
|
2050
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$529K
|
-$40.9K
|
-1,416
|
-7%
|
|
