|
2026
|
Covenant Partners
Nashville,
Tennessee
|
$679K
|
–
|
–
|
–
|
|
|
2027
|
Kelleher Financial Advisors
New York
|
$678K
|
+$352K
|
+921
|
+73%
|
|
|
2028
|
Ames National Corp
Ames,
Iowa
|
$678K
|
–
|
–
|
–
|
|
|
2029
|
Sand Hill Global Advisors
Palo Alto,
California
|
$675K
|
-$87.9K
|
-230
|
-10%
|
|
|
2030
|
Element Pointe Advisors
Miami,
Florida
|
$671K
|
+$595K
|
+1,558
|
+263%
|
|
|
2031
|
Florida Financial Advisors
Tampa,
Florida
|
$671K
|
-$55.4K
|
-145
|
-6%
|
|
|
2032
|
Requisite Capital Management
Dallas,
Texas
|
$670K
|
+$821K
|
+2,148
|
New
|
|
|
2033
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$668K
|
-$158K
|
-414
|
-16%
|
|
|
2034
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$668K
|
–
|
–
|
–
|
|
|
2035
|
44 Wealth Management
Eugene,
Oregon
|
$668K
|
+$241K
|
+630
|
+42%
|
|
|
2036
|
49 Wealth Management
Austin,
Texas
|
$665K
|
+$142K
|
+371
|
+21%
|
|
|
2037
|
Farmers Trust Company
Youngstown,
Ohio
|
$664K
|
+$242K
|
+634
|
+42%
|
|
|
2038
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$663K
|
-$143K
|
-374
|
-15%
|
|
|
2039
|
Cambridge Advisors
Omaha,
Nebraska
|
$662K
|
–
|
–
|
–
|
|
|
2040
|
Wallace Capital Management
Dallas,
Texas
|
$661K
|
–
|
–
|
–
|
|
|
2041
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$661K
|
+$122K
|
+320
|
+18%
|
|
|
2042
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$659K
|
-$2.52M
|
-6,593
|
-76%
|
|
|
2043
|
Lodestone Wealth Management
Spokane,
Washington
|
$659K
|
+$807K
|
+2,111
|
New
|
|
|
2044
|
Bridgefront Capital
Austin,
Texas
|
$657K
|
+$805K
|
+2,106
|
New
|
|
|
2045
|
Aspire Private Capital
Cornelius,
North Carolina
|
$656K
|
+$16.1K
|
+42
|
+2%
|
|
|
2046
|
CoreCap Advisors
Southfield,
Michigan
|
$654K
|
+$97.8K
|
+256
|
+14%
|
|
|
2047
|
Stiles Financial Services
Edina,
Minnesota
|
$653K
|
-$230K
|
-603
|
-22%
|
|
|
2048
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$653K
|
+$35.5K
|
+93
|
+5%
|
|
|
2049
|
Simmons Bank
Pine Bluff,
Arkansas
|
$652K
|
-$2.87M
|
-7,504
|
-78%
|
|
|
2050
|
Drive Wealth Management
Lehi,
Utah
|
$650K
|
-$746K
|
-1,952
|
-48%
|
|
