|
2026
|
Stablepoint Partners
Braintree,
Massachusetts
|
$391K
|
+$23.3K
|
+124
|
+6%
|
|
|
2027
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$390K
|
–
|
–
|
–
|
|
|
2028
|
Austin Private Wealth
Austin,
Texas
|
$390K
|
-$6.39K
|
-34
|
-2%
|
|
|
2029
|
Thor Investment Management
Cincinnati,
Ohio
|
$389K
|
–
|
–
|
–
|
|
|
2030
|
Haven Private
Orlando,
Florida
|
$388K
|
+$5.83K
|
+31
|
+2%
|
|
|
2031
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$388K
|
+$42.1K
|
+224
|
+12%
|
|
|
2032
|
Fairview Capital Investment Management
Greenbrae,
California
|
$387K
|
-$27.1K
|
-144
|
-7%
|
|
|
2033
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$387K
|
–
|
–
|
–
|
|
|
2034
|
Chapin Davis
Baltimore,
Maryland
|
$385K
|
+$564
|
+3
|
+0.1%
|
|
|
2035
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$385K
|
+$379K
|
+2,016
|
New
|
|
|
2036
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$384K
|
+$10.5K
|
+56
|
+3%
|
|
|
2037
|
Breachway Investments
Charlestown,
Rhode Island
|
$384K
|
+$378K
|
+2,012
|
New
|
|
|
2038
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$384K
|
-$36.9K
|
-196
|
-9%
|
|
|
2039
|
Fusion Family Wealth
Woodbury,
New York
|
$383K
|
–
|
–
|
–
|
|
|
2040
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$383K
|
+$377K
|
+2,004
|
New
|
|
|
2041
|
Raffa Wealth Management
Washington,
District of Columbia
|
$383K
|
+$3.39K
|
+18
|
+0.9%
|
|
|
2042
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$381K
|
+$148K
|
+786
|
+66%
|
|
|
2043
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$380K
|
+$112K
|
+595
|
+43%
|
|
|
2044
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$379K
|
-$208M
|
-1,104,282
|
-100%
|
|
|
2045
|
Arrowroot Family Office
Marina Del Rey,
California
|
$378K
|
-$501K
|
-2,663
|
-57%
|
|
|
2046
|
S.A. Mason
Holland,
Michigan
|
$378K
|
–
|
–
|
–
|
|
|
2047
|
Colonial River Investments
Midlothian,
Virginia
|
$377K
|
-$32.2K
|
-171
|
-8%
|
|
|
2048
|
HT Partners
Centerbrook,
Connecticut
|
$376K
|
–
|
–
|
–
|
|
|
2049
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$375K
|
–
|
–
|
–
|
|
|
2050
|
Appleton Partners
Boston,
Massachusetts
|
$374K
|
+$28.8K
|
+153
|
+8%
|
|
