|
2026
|
Pier Capital
Stamford,
Connecticut
|
$11.3K
|
-$7.92M
|
1
|
0%
|
Reduced
|
|
|
2027
|
Claris Advisors
St. Louis,
Missouri
|
$10.8K
|
+$10.7K
|
8
|
0%
|
New
|
|
|
2028
|
Morse Asset Management
Darien,
Connecticut
|
$10.5K
|
+$10.1K
|
1
|
0%
|
New
|
|
|
2029
|
Clear Point Advisors
Melville,
New York
|
$9.86K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2030
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$9.82K
|
-$1.81K
|
1
|
0%
|
Reduced
|
|
|
2031
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$9.56K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2032
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$8.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2033
|
Caldwell Sutter Capital
Sausalito,
California
|
$8.67K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2034
|
Hollencrest Capital Management
Newport Beach,
California
|
$8.37K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2035
|
New Millennium Group
Sandy,
Utah
|
$8.19K
|
-$1.54M
|
3
|
0.01%
|
Reduced
|
|
|
2036
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.96K
|
+$4.75K
|
3
|
0%
|
Increased
|
|
|
2038
|
Valued Wealth Advisors
Holladay,
Utah
|
$7.59K
|
+$979
|
4
|
0.01%
|
Increased
|
|
|
2039
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$7.23K
|
+$7.15K
|
1
|
0%
|
New
|
|
|
2040
|
M&R Capital Management
Summit,
New Jersey
|
$6.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2041
|
Your Advocates Ltd
Houston,
Texas
|
$6.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2042
|
Reston Wealth Management
Reston,
Virginia
|
$6.4K
|
+$6.32K
|
2
|
0%
|
New
|
|
|
2043
|
Darwin Wealth Management
Tampa,
Florida
|
$6.21K
|
+$6.15K
|
1
|
0%
|
New
|
|
|
2044
|
Anfield Capital Management
Irvine,
California
|
$5.56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2045
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$5.5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2046
|
Creekmur Asset Management
Morton,
Illinois
|
$5.01K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2047
|
Atwood & Palmer
Kansas City,
Missouri
|
$4.45K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2048
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4.24K
|
+$4.22K
|
1
|
0%
|
New
|
|
|
2049
|
Jamison Private Wealth Management
Milton,
Georgia
|
$3.9K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2050
|
City State Bank
Norwalk,
Iowa
|
$3.78K
|
$0
|
1
|
0%
|
Maintained
|
|