|
2026
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$772K
|
-$134K
|
-4,908
|
-15%
|
|
|
2027
|
|
$760K
|
+$67K
|
+2,464
|
+10%
|
|
|
2028
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$756K
|
+$3.81K
|
+140
|
+0.5%
|
|
|
2029
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$753K
|
-$821K
|
-30,176
|
-53%
|
|
|
2030
|
Valentine Capital Asset Management
Danville,
California
|
$753K
|
-$56K
|
-2,060
|
-7%
|
|
|
2031
|
Zhang Financial
Portage,
Michigan
|
$750K
|
+$28.9K
|
+1,064
|
+4%
|
|
|
2032
|
VanEck Associates
New York
|
$749K
|
+$739K
|
+27,152
|
New
|
|
|
2033
|
Affinity Wealth Management
Wilmington,
Delaware
|
$747K
|
+$737K
|
+27,072
|
New
|
|
|
2034
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$743K
|
+$77.6K
|
+2,852
|
+12%
|
|
|
2035
|
Falcon Point Capital
San Francisco,
California
|
$736K
|
+$726K
|
+26,668
|
New
|
|
|
2036
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$726K
|
-$10.9K
|
-400
|
-1%
|
|
|
2037
|
Parkwood LLC
Cleveland,
Ohio
|
$723K
|
-$554K
|
-20,376
|
-44%
|
|
|
2038
|
Summit Financial Strategies
Columbus,
Ohio
|
$717K
|
+$707K
|
+25,972
|
New
|
|
|
2039
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$714K
|
–
|
–
|
–
|
|
|
2040
|
US Financial Advisors
Braintree,
Massachusetts
|
$714K
|
+$704K
|
+25,888
|
New
|
|
|
2041
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$713K
|
+$703K
|
+25,844
|
New
|
|
|
2042
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$711K
|
+$119K
|
+4,364
|
+20%
|
|
|
2043
|
Parkside Advisors
Berkeley,
California
|
$701K
|
-$95.8K
|
-3,520
|
-12%
|
|
|
2044
|
Auxier Asset Management
Aurora,
Oregon
|
$698K
|
+$21.8K
|
+800
|
+3%
|
|
|
2045
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$696K
|
+$12K
|
+440
|
+2%
|
|
|
2046
|
Valmark Advisers
Akron,
Ohio
|
$685K
|
+$5.55K
|
+204
|
+0.8%
|
|
|
2047
|
American Economic Planning Group
Warren,
New Jersey
|
$683K
|
-$2.39K
|
-88
|
-0.4%
|
|
|
2048
|
Lipe & Dalton
Syracuse,
New York
|
$674K
|
–
|
–
|
–
|
|
|
2049
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$673K
|
+$120K
|
+4,400
|
+22%
|
|
|
2050
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$672K
|
+$663K
|
+24,368
|
New
|
|
