|
2026
|
HMS Capital Management
Nashville,
Tennessee
|
$125K
|
–
|
–
|
–
|
|
|
2027
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$125K
|
+$47.7K
|
+1,200
|
+61%
|
|
|
2028
|
Bogart Wealth LLC
Mclean,
Virginia
|
$124K
|
+$13.7K
|
+345
|
+12%
|
|
|
2029
|
West Paces Advisors
Atlanta,
Georgia
|
$116K
|
+$23.8K
|
+600
|
+26%
|
|
|
2030
|
Balentine LLC
Atlanta,
Georgia
|
$115K
|
+$82K
|
+2,064
|
+249%
|
|
|
2031
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$115K
|
+$115K
|
+2,892
|
New
|
|
|
2032
|
AIA Investment Management
Singapore
|
$110K
|
+$15.7K
|
+396
|
+17%
|
|
|
2033
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$110K
|
+$110K
|
+2,769
|
New
|
|
|
2034
|
Liberty Wealth Management
Oakland,
California
|
$109K
|
-$11K
|
-276
|
-9%
|
|
|
2035
|
Blume Capital Management
Berkeley,
California
|
$106K
|
–
|
–
|
–
|
|
|
2036
|
Credential Qtrade Securities
Vancouver,
|
$105K
|
+$99.5K
|
+2,505
|
+1,670%
|
|
|
2037
|
Simon Quick Advisors
Morristown,
New Jersey
|
$104K
|
+$61.1K
|
+1,539
|
+140%
|
|
|
2038
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$101K
|
+$101K
|
+2,544
|
New
|
|
|
2039
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$100K
|
-$37.4K
|
-942
|
-27%
|
|
|
2040
|
TI-Trust
Quincy,
Illinois
|
$98K
|
+$98.3K
|
+2,475
|
New
|
|
|
2041
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$97K
|
+$97.2K
|
+2,448
|
New
|
|
|
2042
|
Winch Advisory Services
Appleton,
Wisconsin
|
$90K
|
+$7.98K
|
+201
|
+10%
|
|
|
2043
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$89K
|
+$46.9K
|
+1,182
|
+111%
|
|
|
2044
|
Financial Management Professionals
Austin,
Texas
|
$88K
|
-$1.91K
|
-48
|
-2%
|
|
|
2045
|
Creative Financial Designs
Kokomo,
Indiana
|
$86K
|
-$11.9K
|
-300
|
-12%
|
|
|
2046
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$85K
|
+$12.2K
|
+306
|
+17%
|
|
|
2047
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$84K
|
+$84.5K
|
+2,127
|
New
|
|
|
2048
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
2049
|
Cordasco Financial Network
Naples,
Florida
|
$83K
|
+$83.4K
|
+2,100
|
New
|
|
|
2050
|
EARNEST Partners
Atlanta,
Georgia
|
$82K
|
–
|
–
|
–
|
|
