|
2026
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$651K
|
–
|
–
|
–
|
|
|
2027
|
Sivia Capital Partners
Mill Valley,
California
|
$648K
|
+$21.4K
|
+162
|
+4%
|
|
|
2028
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$648K
|
–
|
–
|
–
|
|
|
2029
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$648K
|
-$6.59K
|
-50
|
-1%
|
|
|
2030
|
1776 Wealth
Atlanta,
Georgia
|
$647K
|
-$45.5K
|
-345
|
-7%
|
|
|
2031
|
Parsonex Advisory Services
Englewood,
Colorado
|
$647K
|
+$627K
|
+4,755
|
New
|
|
|
2032
|
Fairview Capital Investment Management
Greenbrae,
California
|
$647K
|
-$6.59K
|
-50
|
-1%
|
|
|
2033
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$646K
|
+$33K
|
+250
|
+6%
|
|
|
2034
|
Quantum Private Wealth
Tampa,
Florida
|
$644K
|
-$90.9K
|
-689
|
-13%
|
|
|
2035
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$644K
|
–
|
–
|
–
|
|
|
2036
|
Copley Financial Group
San Diego,
California
|
$644K
|
-$87K
|
-660
|
-12%
|
|
|
2037
|
Advyzon Investment Management
Lisle,
Illinois
|
$644K
|
+$156K
|
+1,185
|
+33%
|
|
|
2038
|
Diversified Enterprises
Wilmington,
Delaware
|
$641K
|
-$24.7K
|
-187
|
-4%
|
|
|
2039
|
MASECO Private Wealth
London,
|
$640K
|
+$621K
|
+4,709
|
New
|
|
|
2040
|
Tudor Financial
Dayton,
Ohio
|
$640K
|
+$264
|
+2
|
+0%
|
|
|
2041
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$639K
|
+$23.3K
|
+177
|
+4%
|
|
|
2042
|
|
$638K
|
-$51.3M
|
-389,269
|
-99%
|
|
|
2043
|
West Bancorporation
West Des Moines,
Iowa
|
$638K
|
-$24.5K
|
-186
|
-4%
|
|
|
2044
|
Integris Wealth Management
Monterey,
California
|
$638K
|
–
|
–
|
–
|
|
|
2045
|
Simon Quick Advisors
Morristown,
New Jersey
|
$636K
|
-$2.58M
|
-19,555
|
-81%
|
|
|
2046
|
OneFund LLC
Saint Petersburg,
Florida
|
$635K
|
-$6.59K
|
-50
|
-1%
|
|
|
2047
|
Malaga Cove Capital
Pv Estates,
California
|
$634K
|
-$13.2K
|
-100
|
-2%
|
|
|
2048
|
First Bancorp
Damariscotta,
Maine
|
$633K
|
+$185K
|
+1,405
|
+43%
|
|
|
2049
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
2050
|
Gould Asset Management
Claremont,
California
|
$632K
|
-$12.5K
|
-95
|
-2%
|
|
