|
2026
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$35.5M
|
-$1.79M
|
6
|
4.83%
|
Reduced
|
|
|
2027
|
International Assets Investment Management
Orlando,
Florida
|
$35.5M
|
-$14.4M
|
11
|
4.86%
|
Reduced
|
|
|
2028
|
Xcel Wealth Management
Holly Hill,
Florida
|
$35.5M
|
-$7.21M
|
6
|
14.01%
|
Reduced
|
|
|
2029
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$35.5M
|
-$2.9M
|
7
|
6.12%
|
Reduced
|
|
|
2030
|
BlueCrest Capital Management
St Helier,
Jersey
|
$35.4M
|
-$653K
|
4
|
1.56%
|
Reduced
|
|
|
2031
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$35.4M
|
+$1.38M
|
6
|
1.48%
|
Increased
|
|
|
2032
|
Meridian Wealth Advisors
Austin,
Texas
|
$35.3M
|
+$292K
|
6
|
8.82%
|
Increased
|
|
|
2033
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$35.3M
|
-$761K
|
12
|
13.63%
|
Reduced
|
|
|
2034
|
Koshinski Asset Management
Decatur,
Illinois
|
$35.3M
|
-$10K
|
9
|
4.05%
|
Reduced
|
|
|
2035
|
Wilsey Asset Management
San Diego,
California
|
$35.1M
|
$0
|
1
|
7.98%
|
Maintained
|
|
|
2036
|
Merriman Wealth Management
Seattle,
Washington
|
$35.1M
|
+$109K
|
7
|
1.81%
|
Increased
|
|
|
2037
|
Winch Advisory Services
Appleton,
Wisconsin
|
$35.1M
|
-$812K
|
10
|
12.86%
|
Reduced
|
|
|
2038
|
Delta Investment Management
San Francisco,
California
|
$35M
|
-$1.56M
|
5
|
9.71%
|
Reduced
|
|
|
2039
|
Financial Engines Advisors
Santa Clara,
California
|
$35M
|
+$696K
|
5
|
0.09%
|
Increased
|
|
|
2040
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$34.9M
|
-$841K
|
5
|
17.19%
|
Reduced
|
|
|
2041
|
Bulltick Wealth Management
Miami,
Florida
|
$34.9M
|
-$10M
|
5
|
8.39%
|
Reduced
|
|
|
2042
|
Scott & Selber Inc
Houston,
Texas
|
$34.9M
|
-$122K
|
4
|
14.45%
|
Reduced
|
|
|
2043
|
Financial Avengers
Oakland,
California
|
$34.9M
|
+$587K
|
7
|
23.3%
|
Increased
|
|
|
2044
|
GFG Capital
Miami,
Florida
|
$34.8M
|
+$838K
|
6
|
11.24%
|
Increased
|
|
|
2045
|
HeadInvest LLC
Portland,
Maine
|
$34.8M
|
+$194K
|
18
|
7.57%
|
Increased
|
|
|
2046
|
Constitution Capital
Shelton,
Connecticut
|
$34.8M
|
-$1.45M
|
4
|
23.71%
|
Reduced
|
|
|
2047
|
Jamison Private Wealth Management
Milton,
Georgia
|
$34.8M
|
+$36.1M
|
13
|
7.19%
|
New
|
|
|
2048
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$34.8M
|
+$73.1K
|
5
|
5.48%
|
Increased
|
|
|
2049
|
Thames Capital Management
Roseland,
New Jersey
|
$34.7M
|
+$20.3M
|
4
|
19.84%
|
Increased
|
|
|
2050
|
SW Investment Management
Telluride,
Colorado
|
$34.7M
|
-$9.6M
|
1
|
15.42%
|
Reduced
|
|
