|
2026
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$747K
|
+$719K
|
+2,637
|
New
|
|
|
2027
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$747K
|
-$83.7K
|
-307
|
-10%
|
|
|
2028
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$746K
|
–
|
–
|
–
|
|
|
2029
|
Ervin Investment Management
Seattle,
Washington
|
$742K
|
-$70.9K
|
-260
|
-9%
|
|
|
2030
|
Riverstone Advisors
New Braunfels,
Texas
|
$741K
|
–
|
–
|
–
|
|
|
2031
|
DF Dent & Co
Baltimore,
Maryland
|
$740K
|
–
|
–
|
–
|
|
|
2032
|
EnRich Financial Partners
Madison,
Wisconsin
|
$740K
|
-$21.5K
|
-79
|
-3%
|
|
|
2033
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$740K
|
+$69.8K
|
+256
|
+11%
|
|
|
2034
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$739K
|
–
|
–
|
–
|
|
|
2035
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$738K
|
+$7.36K
|
+27
|
+1%
|
|
|
2036
|
Register Financial Advisors
Atlanta,
Georgia
|
$736K
|
-$4.64K
|
-17
|
-0.6%
|
|
|
2037
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$736K
|
–
|
–
|
–
|
|
|
2038
|
TrinityPoint Wealth
Milford,
Connecticut
|
$735K
|
+$185K
|
+678
|
+35%
|
|
|
2039
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$731K
|
-$54.6K
|
-200
|
-7%
|
|
|
2040
|
Alpha Capital Management
Austin,
Texas
|
$729K
|
+$2.18K
|
+8
|
+0.3%
|
|
|
2041
|
Jackson Wealth Management
Lake Mary,
Florida
|
$725K
|
–
|
–
|
–
|
|
|
2042
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$725K
|
+$546
|
+2
|
+0.1%
|
|
|
2043
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$724K
|
+$9.55K
|
+35
|
+1%
|
|
|
2044
|
Knightsbridge Asset Management
Newport Beach,
California
|
$724K
|
-$4.64K
|
-17
|
-0.7%
|
|
|
2045
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$722K
|
+$695K
|
+2,549
|
New
|
|
|
2046
|
First Pacific Financial
Vancouver,
Washington
|
$721K
|
+$82.6K
|
+303
|
+14%
|
|
|
2047
|
Evolution Wealth Advisors
Aventura,
Florida
|
$721K
|
–
|
–
|
–
|
|
|
2048
|
Aprio Wealth Management
Atlanta,
Georgia
|
$720K
|
+$546
|
+2
|
+0.1%
|
|
|
2049
|
Teachers Insurance & Annuity Association of America
New York
|
$719K
|
+$693K
|
+2,539
|
New
|
|
|
2050
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$719K
|
+$11.7K
|
+43
|
+2%
|
|
