|
2026
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$845K
|
-$11.1K
|
-160
|
-1%
|
|
|
2027
|
Burney Company
Reston,
Virginia
|
$845K
|
+$151K
|
+2,162
|
+22%
|
|
|
2028
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$844K
|
-$28.8K
|
-413
|
-3%
|
|
|
2029
|
Eagle Global Advisors
Houston,
Texas
|
$840K
|
-$69K
|
-990
|
-8%
|
|
|
2030
|
Requisite Capital Management
Dallas,
Texas
|
$840K
|
–
|
–
|
–
|
|
|
2031
|
Zenith Solutions
Philadelphia,
Pennsylvania
|
$839K
|
+$820K
|
+11,771
|
New
|
|
|
2032
|
LAM Group
Lake Oswego,
Oregon
|
$838K
|
+$14.4K
|
+207
|
+2%
|
|
|
2033
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$838K
|
–
|
–
|
–
|
|
|
2034
|
Cambiar Investors
Denver,
Colorado
|
$836K
|
+$549K
|
+7,884
|
+205%
|
|
|
2035
|
Asset Management Group
Stamford,
Connecticut
|
$835K
|
+$1.6K
|
+23
|
+0.2%
|
|
|
2036
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$835K
|
+$2.23K
|
+32
|
+0.3%
|
|
|
2037
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$831K
|
-$25.1K
|
-360
|
-3%
|
|
|
2038
|
VeraBank
Henderson,
Texas
|
$831K
|
-$64.6K
|
-927
|
-7%
|
|
|
2039
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$830K
|
-$16.5K
|
-237
|
-2%
|
|
|
2040
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$829K
|
-$11.4K
|
-163
|
-1%
|
|
|
2041
|
CRA Financial Services
Northfield,
New Jersey
|
$829K
|
+$26.4K
|
+379
|
+3%
|
|
|
2042
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$826K
|
-$2.79K
|
-40
|
-0.3%
|
|
|
2043
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$826K
|
-$3.48K
|
-50
|
-0.4%
|
|
|
2044
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$821K
|
-$70.8K
|
-1,017
|
-8%
|
|
|
2045
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$820K
|
+$399K
|
+5,730
|
+99%
|
|
|
2046
|
Collaborative Capital Advisors
New York
|
$816K
|
+$798K
|
+11,454
|
New
|
|
|
2047
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$815K
|
+$797K
|
+11,446
|
New
|
|
|
2048
|
Tenet Wealth Partners
Champaign,
Illinois
|
$815K
|
+$811K
|
+11,641
|
New
|
|
|
2049
|
Citadel Advisors
Miami,
Florida
|
$812K
|
-$4.63M
|
-66,483
|
-85%
|
|
|
2050
|
Citrine Capital
San Francisco,
California
|
$811K
|
+$84K
|
+1,206
|
+12%
|
|
