|
2026
|
Canal Insurance Company
Greenville,
South Carolina
|
$56.3M
|
+$3.3M
|
4
|
12.6%
|
Increased
|
|
|
2027
|
Personal CFO Solutions
Chester,
New Jersey
|
$56.3M
|
-$856K
|
13
|
10.41%
|
Reduced
|
|
|
2028
|
Grove Bank & Trust
Miami,
Florida
|
$56.3M
|
-$2.1M
|
16
|
7.02%
|
Reduced
|
|
|
2029
|
Two Star Manager
Miami Beach,
Florida
|
$56.2M
|
+$1.1M
|
2
|
24.83%
|
Increased
|
|
|
2030
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$56.2M
|
-$582K
|
7
|
3.06%
|
Reduced
|
|
|
2031
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$55.9M
|
-$1.29M
|
3
|
16.53%
|
Reduced
|
|
|
2032
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$55.8M
|
-$393K
|
6
|
2.43%
|
Reduced
|
|
|
2033
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$55.7M
|
-$6.91M
|
13
|
2.22%
|
Reduced
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
$55.6M
|
-$3.41M
|
13
|
12.19%
|
Reduced
|
|
|
2035
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$55.6M
|
+$433K
|
11
|
11.14%
|
Increased
|
|
|
2036
|
Kestra Investment Management
Austin,
Texas
|
$55.6M
|
-$2.44M
|
11
|
1.68%
|
Reduced
|
|
|
2037
|
Nilsine Partners
Greenwood Village,
Colorado
|
$55.5M
|
-$3.99M
|
8
|
5.6%
|
Reduced
|
|
|
2038
|
RWC Asset Advisors
Miami,
Florida
|
$55.4M
|
-$15M
|
1
|
13.37%
|
Reduced
|
|
|
2039
|
Wilsey Asset Management
San Diego,
California
|
$55.4M
|
+$6.51K
|
1
|
10.21%
|
Increased
|
|
|
2040
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$55.3M
|
-$2.04M
|
10
|
8.21%
|
Reduced
|
|
|
2041
|
Apexium Financial
Dallas,
Texas
|
$55.3M
|
+$1.21M
|
7
|
2.93%
|
Increased
|
|
|
2042
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$55.2M
|
+$3.58M
|
7
|
19.71%
|
Increased
|
|
|
2043
|
RMR Wealth Builders
Montclair,
New Jersey
|
$55.2M
|
+$1.97M
|
8
|
5.01%
|
Increased
|
|
|
2044
|
Westover Capital Advisors
Wilmington,
Delaware
|
$55.2M
|
-$1.7M
|
6
|
11.02%
|
Reduced
|
|
|
2045
|
Atwood & Palmer
Kansas City,
Missouri
|
$55.1M
|
+$659K
|
8
|
3.45%
|
Increased
|
|
|
2046
|
RWQ Financial Management Services
Naples,
Florida
|
$55M
|
+$30.6M
|
4
|
23.14%
|
Increased
|
|
|
2047
|
Orion Investment Company
St. Louis,
Missouri
|
$54.9M
|
-$122K
|
5
|
19.45%
|
Reduced
|
|
|
2048
|
J.W. Coons Advisors
Columbus,
Ohio
|
$54.9M
|
+$5.06M
|
7
|
12.41%
|
Increased
|
|
|
2049
|
GTS Securities
Miami,
Florida
|
$54.8M
|
-$16.8M
|
12
|
2.44%
|
Reduced
|
|
|
2050
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$54.7M
|
-$349K
|
7
|
5.88%
|
Reduced
|
|