|
2026
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$365K
|
+$138K
|
+4,844
|
+60%
|
|
|
2027
|
Gemmer Asset Management
Walnut Creek,
California
|
$364K
|
+$5.51K
|
+194
|
+2%
|
|
|
2028
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$364K
|
+$77.6K
|
+2,732
|
+27%
|
|
|
2029
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$363K
|
+$2.64K
|
+93
|
+0.7%
|
|
|
2030
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$363K
|
+$365K
|
+12,843
|
New
|
|
|
2031
|
Darwin Wealth Management
Tampa,
Florida
|
$363K
|
+$11.8K
|
+416
|
+3%
|
|
|
2032
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$362K
|
-$2.04M
|
-71,983
|
-85%
|
|
|
2033
|
Center for Financial Planning
Southfied,
Michigan
|
$361K
|
-$7.53K
|
-265
|
-2%
|
|
|
2034
|
Alethea Capital Management
Mercer Island,
Washington
|
$361K
|
+$363K
|
+12,782
|
New
|
|
|
2035
|
Destiny Wealth Partners
Tavares,
Florida
|
$360K
|
-$25.2K
|
-888
|
-7%
|
|
|
2036
|
Carter Financial Group
Barrington,
Illinois
|
$360K
|
+$78.7K
|
+2,773
|
+28%
|
|
|
2037
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$360K
|
+$3.58K
|
+126
|
+1%
|
|
|
2038
|
Woodstock Corp
Boston,
Massachusetts
|
$359K
|
+$17K
|
+600
|
+5%
|
|
|
2039
|
GenWealth Group
Maplewood,
New Jersey
|
$358K
|
-$43K
|
-1,514
|
-11%
|
|
|
2040
|
Sunpointe
St. Louis,
Missouri
|
$357K
|
-$70.2K
|
-2,472
|
-16%
|
|
|
2041
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$357K
|
-$3.32K
|
-117
|
-0.9%
|
|
|
2042
|
Private Client Services
Louisville,
Kentucky
|
$356K
|
-$77.4K
|
-2,726
|
-18%
|
|
|
2043
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$356K
|
-$909
|
-32
|
-0.2%
|
|
|
2044
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$356K
|
+$20.1K
|
+707
|
+6%
|
|
|
2045
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$356K
|
+$48.3K
|
+1,700
|
+16%
|
|
|
2046
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$356K
|
-$124K
|
-4,364
|
-26%
|
|
|
2047
|
Code Waechter
Tampa,
Florida
|
$354K
|
-$64K
|
-2,253
|
-14%
|
|
|
2048
|
MBE Wealth Management
Tomah,
Wisconsin
|
$354K
|
+$36.5K
|
+1,285
|
+11%
|
|
|
2049
|
Capula Management
Grand Cayman,
Cayman Islands
|
$354K
|
-$5.47M
|
-192,555
|
-94%
|
|
|
2050
|
Naviter Wealth
Little Rock,
Arkansas
|
$353K
|
+$9.46K
|
+333
|
+3%
|
|
