|
2026
|
Trek Financial
Scottsdale,
Arizona
|
$68.8M
|
-$31.6M
|
9
|
3.98%
|
Reduced
|
|
|
2027
|
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
$68.7M
|
+$8.35M
|
1
|
23.01%
|
Increased
|
|
|
2028
|
Koshinski Asset Management
Decatur,
Illinois
|
$68.7M
|
+$498K
|
9
|
4.42%
|
Increased
|
|
|
2029
|
John G. Ullman & Associates
Corning,
New York
|
$68.7M
|
-$5.95M
|
9
|
9.16%
|
Reduced
|
|
|
2030
|
Rubicon Global Capital
London,
United Kingdom
|
$68.5M
|
$0
|
3
|
18.16%
|
Maintained
|
|
|
2031
|
JLB & Associates
Plymouth,
Michigan
|
$68.5M
|
-$2.43M
|
3
|
9.24%
|
Reduced
|
|
|
2032
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$68.3M
|
-$6.49M
|
2
|
14.88%
|
Reduced
|
|
|
2033
|
XML Financial
Bethesda,
Maryland
|
$68.2M
|
-$3.13M
|
6
|
5.56%
|
Reduced
|
|
|
2034
|
Monetary Management Group
St Louis,
Missouri
|
$68.2M
|
-$2.74M
|
6
|
15.77%
|
Reduced
|
|
|
2035
|
Occidental Asset Management
Burlingame,
California
|
$68.2M
|
+$194K
|
8
|
8.19%
|
Increased
|
|
|
2036
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$68.2M
|
-$53.4M
|
6
|
5.12%
|
Reduced
|
|
|
2037
|
Dorsey Asset Management
Chicago,
Illinois
|
$68.1M
|
-$60.8M
|
1
|
5.92%
|
Reduced
|
|
|
2038
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$68M
|
-$45.1M
|
4
|
38.35%
|
Reduced
|
|
|
2039
|
Simplicity Wealth
Summit,
New Jersey
|
$67.9M
|
-$14.3M
|
8
|
4.05%
|
Reduced
|
|
|
2040
|
Gryphon Financial Partners
Columbus,
Ohio
|
$67.9M
|
+$7.61M
|
8
|
7.26%
|
Increased
|
|
|
2041
|
Avidian Wealth Enterprises
Houston,
Texas
|
$67.8M
|
+$3.65M
|
8
|
2.47%
|
Increased
|
|
|
2042
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$67.5M
|
-$2.34M
|
6
|
2.67%
|
Reduced
|
|
|
2043
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$67.5M
|
-$1.91M
|
7
|
6.43%
|
Reduced
|
|
|
2044
|
|
$67.4M
|
+$8.57M
|
2
|
15.79%
|
Increased
|
|
|
2045
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$67.4M
|
-$1.27M
|
7
|
13.83%
|
Reduced
|
|
|
2046
|
IPG Investment Advisors
San Diego,
California
|
$67.3M
|
+$11.1M
|
10
|
11.8%
|
Increased
|
|
|
2047
|
SimplyRich
Carlsbad,
California
|
$67.2M
|
-$1.05M
|
7
|
17.58%
|
Reduced
|
|
|
2048
|
Jessup Wealth Management
Dayton,
Ohio
|
$67.2M
|
+$536K
|
8
|
22.21%
|
Increased
|
|
|
2049
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$67.1M
|
-$292K
|
7
|
7.37%
|
Reduced
|
|
|
2050
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$67.1M
|
+$36K
|
7
|
18.36%
|
Increased
|
|
