|
2026
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$803K
|
+$7.44K
|
+63
|
+1%
|
|
|
2027
|
Willner & Heller
Encino,
California
|
$799K
|
+$875K
|
+7,407
|
New
|
|
|
2028
|
EFG Asset Management (Americas)
Miami,
Florida
|
$797K
|
-$91.4K
|
-774
|
-12%
|
|
|
2029
|
626 Financial
Portage,
Michigan
|
$795K
|
+$694K
|
+5,873
|
New
|
|
|
2030
|
Resource Consulting Group
Orlando,
Florida
|
$794K
|
+$693K
|
+5,865
|
New
|
|
|
2031
|
Prudent Man Advisors
Naperville,
Illinois
|
$793K
|
-$130K
|
-1,098
|
-16%
|
|
|
2032
|
Benin Management Corp
Wilton,
Connecticut
|
$792K
|
–
|
–
|
–
|
|
|
2033
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$792K
|
+$56.6K
|
+479
|
+9%
|
|
|
2034
|
Golden State Equity Partners
South Coast Metro,
California
|
$791K
|
-$450K
|
-3,809
|
-39%
|
|
|
2035
|
Trek Financial
Scottsdale,
Arizona
|
$790K
|
-$41.1K
|
-348
|
-6%
|
|
|
2036
|
Voya Financial Advisors
Windsor,
Connecticut
|
$790K
|
+$38.4K
|
+325
|
+6%
|
|
|
2037
|
Weil Company
San Diego,
California
|
$787K
|
+$14.5K
|
+123
|
+2%
|
|
|
2038
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$787K
|
+$19.8K
|
+168
|
+3%
|
|
|
2039
|
Sand Hill Global Advisors
Palo Alto,
California
|
$786K
|
–
|
–
|
–
|
|
|
2040
|
|
$786K
|
–
|
–
|
–
|
|
|
2041
|
Empowered Funds
Havertown,
Pennsylvania
|
$786K
|
+$90.1K
|
+763
|
+15%
|
|
|
2042
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$786K
|
+$687K
|
+5,812
|
New
|
|
|
2043
|
Relative Value Partners Group
|
$785K
|
–
|
–
|
–
|
|
|
2044
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$784K
|
-$59.1K
|
-500
|
-8%
|
|
|
2045
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$784K
|
-$45K
|
-381
|
-6%
|
|
|
2046
|
Fort Point Capital Partners
San Francisco,
California
|
$782K
|
-$591
|
-5
|
-0.1%
|
|
|
2047
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$782K
|
+$682K
|
+5,777
|
New
|
|
|
2048
|
Proficio Capital Partners
Newton,
Massachusetts
|
$781K
|
+$17.6K
|
+149
|
+3%
|
|
|
2049
|
Murphy Capital Management
Bedminster,
New Jersey
|
$780K
|
-$44.1K
|
-373
|
-6%
|
|
|
2050
|
Element Wealth
Ridgeland,
Mississippi
|
$779K
|
+$2.72K
|
+23
|
+0.4%
|
|
