|
2026
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$2.17M
|
+$63.3K
|
+257
|
+3%
|
|
|
2027
|
Meridian Financial Partners
Warrenton,
Virginia
|
$2.17M
|
+$58.2K
|
+236
|
+3%
|
|
|
2028
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$2.16M
|
-$60.4K
|
-245
|
-3%
|
|
|
2029
|
Circle Wealth Management
Summit,
New Jersey
|
$2.16M
|
+$246
|
+1
|
+0%
|
|
|
2030
|
Systematic Financial Management
Teaneck,
New Jersey
|
$2.16M
|
–
|
–
|
–
|
|
|
2031
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.16M
|
-$90.7K
|
-368
|
-4%
|
|
|
2032
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.14M
|
-$42.6K
|
-173
|
-2%
|
|
|
2033
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.14M
|
+$300K
|
+1,217
|
+17%
|
|
|
2034
|
Ellsworth Advisors
Hudson,
Ohio
|
$2.13M
|
-$4.95M
|
-20,093
|
-71%
|
|
|
2035
|
Derbend Asset Management
Peachtree City,
Georgia
|
$2.12M
|
+$7.15K
|
+29
|
+0.4%
|
|
|
2036
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.12M
|
-$96.1K
|
-390
|
-5%
|
|
|
2037
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.11M
|
-$12.6K
|
-51
|
-0.6%
|
|
|
2038
|
Portfolio Design Labs
Encino,
California
|
$2.1M
|
+$1.99M
|
+8,069
|
New
|
|
|
2039
|
|
$2.09M
|
-$173K
|
-700
|
-8%
|
|
|
2040
|
9258 Wealth Management
Blue Ash,
Ohio
|
$2.09M
|
+$342K
|
+1,387
|
+21%
|
|
|
2041
|
Second Line Capital
Metairie,
Louisiana
|
$2.09M
|
+$1.98M
|
+8,030
|
New
|
|
|
2042
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.09M
|
+$1.98M
|
+8,028
|
New
|
|
|
2043
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$2.09M
|
-$721K
|
-2,924
|
-27%
|
|
|
2044
|
Snider Financial Group
Bellevue,
Washington
|
$2.08M
|
+$98.1K
|
+398
|
+5%
|
|
|
2045
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$2.08M
|
-$1.95M
|
-7,931
|
-50%
|
|
|
2046
|
Stonebrook Private
Northville,
Michigan
|
$2.07M
|
+$1.96M
|
+7,967
|
New
|
|
|
2047
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.07M
|
+$208K
|
+845
|
+12%
|
|
|
2048
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$2.07M
|
-$67.5K
|
-274
|
-3%
|
|
|
2049
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.07M
|
+$110K
|
+445
|
+6%
|
|
|
2050
|
Resources Management Corp
West Hartford,
Connecticut
|
$2.07M
|
-$20.5K
|
-83
|
-1%
|
|
