|
2026
|
BTG Pactual Asset Management US
New York
|
$140K
|
+$141K
|
+1,208
|
New
|
|
|
2027
|
Quintet Private Bank (Europe)
Luxembourg
|
$140K
|
–
|
–
|
–
|
|
|
2028
|
Security National Bank
Omaha,
Nebraska
|
$140K
|
–
|
–
|
–
|
|
|
2029
|
Crowley Wealth Management
Wilmington,
Delaware
|
$140K
|
+$140K
|
+1,200
|
New
|
|
|
2030
|
Tacita Capital
Toronto,
Ontario, Canada
|
$138K
|
–
|
–
|
–
|
|
|
2031
|
AmeriFlex Group
Las Vegas,
Nevada
|
$136K
|
+$137K
|
+1,180
|
New
|
|
|
2032
|
Evelyn Partners Asset Management
London,
|
$136K
|
+$136K
|
+1,166
|
New
|
|
|
2033
|
Integrity Financial
Cheyenne,
Wyoming
|
$135K
|
–
|
–
|
–
|
|
|
2034
|
Bare Financial Services
Gap,
Pennsylvania
|
$134K
|
–
|
–
|
–
|
|
|
2035
|
Versant Capital Management
Phoenix,
Arizona
|
$134K
|
–
|
–
|
–
|
|
|
2036
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$132K
|
+$24.4K
|
+210
|
+23%
|
|
|
2037
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$130K
|
-$113K
|
-968
|
-46%
|
|
|
2038
|
Ridgewood Investments
Springfield,
New Jersey
|
$129K
|
+$46.5K
|
+400
|
+56%
|
|
|
2039
|
Evelyn Partners Investment Management
London,
|
$128K
|
+$128K
|
+1,100
|
New
|
|
|
2040
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$127K
|
-$398K
|
-3,418
|
-76%
|
|
|
2041
|
Glassman Wealth Services
Vienna,
Virginia
|
$126K
|
–
|
–
|
–
|
|
|
2042
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
2043
|
Anchor Investment Management
Columbia,
South Carolina
|
$125K
|
-$17.7K
|
-152
|
-12%
|
|
|
2044
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$123K
|
–
|
–
|
–
|
|
|
2045
|
PFG Private Wealth Management
Lutz,
Florida
|
$122K
|
+$122K
|
+1,052
|
New
|
|
|
2046
|
South Plains Financial
Lubbock,
Texas
|
$120K
|
+$120K
|
+1,030
|
New
|
|
|
2047
|
Key Financial Inc
West Chester,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
2048
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$118K
|
-$49.3K
|
-424
|
-29%
|
|
|
2049
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$117K
|
-$3.72K
|
-32
|
-3%
|
|
|
2050
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$116K
|
–
|
–
|
–
|
|
