|
2026
|
Capasso Planning Partners
Charleston,
South Carolina
|
$414K
|
-$9.56K
|
-91
|
-2%
|
|
|
2027
|
Humankind Investments
New York
|
$414K
|
+$17.3K
|
+165
|
+4%
|
|
|
2028
|
Valley Wealth Managers
Paramus,
New Jersey
|
$414K
|
-$39.6K
|
-377
|
-8%
|
|
|
2029
|
Henshaw Capital
Woburn,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
2030
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$413K
|
–
|
–
|
–
|
|
|
2031
|
Trust Company
Manhattan,
Kansas
|
$413K
|
-$81K
|
-771
|
-15%
|
|
|
2032
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$412K
|
-$7.14K
|
-68
|
-2%
|
|
|
2033
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$411K
|
+$446K
|
+4,245
|
New
|
|
|
2034
|
Simplify Asset Management
Las Vegas,
Nevada
|
$411K
|
-$1.81M
|
-17,227
|
-80%
|
|
|
2035
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$411K
|
+$32K
|
+305
|
+8%
|
|
|
2036
|
Cooper/Haims Advisors
Victor,
New York
|
$411K
|
–
|
–
|
–
|
|
|
2037
|
Essex Savings Bank
Essex,
Connecticut
|
$411K
|
-$64K
|
-609
|
-13%
|
|
|
2038
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$409K
|
–
|
–
|
–
|
|
|
2039
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$409K
|
-$63.9K
|
-608
|
-13%
|
|
|
2040
|
Bessemer Securities
New York
|
$408K
|
-$173K
|
-1,650
|
-28%
|
|
|
2041
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$408K
|
-$4.94K
|
-47
|
-1%
|
|
|
2042
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$408K
|
+$15.3K
|
+146
|
+4%
|
|
|
2043
|
Centennial Bank
Conway,
Arkansas
|
$407K
|
+$13.8K
|
+131
|
+3%
|
|
|
2044
|
Unio Capital
Princeton,
New Jersey
|
$407K
|
–
|
–
|
–
|
|
|
2045
|
Dechtman Wealth Management
Centennial,
Colorado
|
$406K
|
+$440K
|
+4,188
|
New
|
|
|
2046
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$406K
|
-$10.5K
|
-100
|
-2%
|
|
|
2047
|
Patron Partners
Houston,
Texas
|
$405K
|
-$30K
|
-286
|
-6%
|
|
|
2048
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$405K
|
-$9.45K
|
-90
|
-2%
|
|
|
2049
|
Goepper Burkhardt
Greenville,
South Carolina
|
$404K
|
-$6.51K
|
-62
|
-1%
|
|
|
2050
|
Congress Park Capital
Saratoga Springs,
New York
|
$403K
|
–
|
–
|
–
|
|
