|
2026
|
Great Diamond Partners
Portland,
Maine
|
$506K
|
-$36.8K
|
-76
|
-8%
|
|
|
2027
|
Parcion Private Wealth
Bellevue,
Washington
|
$506K
|
-$53.7K
|
-111
|
-11%
|
|
|
2028
|
Aveo Capital Partners
Englewood,
Colorado
|
$506K
|
-$3.87K
|
-8
|
-0.9%
|
|
|
2029
|
Paladin Advisory Group
Clive,
Iowa
|
$505K
|
–
|
–
|
–
|
|
|
2030
|
SC&H Financial Advisors
Sparks,
Maryland
|
$504K
|
–
|
–
|
–
|
|
|
2031
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$504K
|
+$123K
|
+255
|
+39%
|
|
|
2032
|
Golden State Equity Partners
South Coast Metro,
California
|
$504K
|
+$440K
|
+908
|
New
|
|
|
2033
|
Strategy Asset Managers
Pasadena,
California
|
$502K
|
-$726K
|
-1,499
|
-59%
|
|
|
2034
|
Union Savings Bank
Litchfield,
Connecticut
|
$501K
|
+$24.7K
|
+51
|
+6%
|
|
|
2035
|
|
$500K
|
-$1.07M
|
-2,200
|
-71%
|
|
|
2036
|
|
$500K
|
–
|
–
|
–
|
|
|
2037
|
Cascade Financial Partners
San Diego,
California
|
$499K
|
+$15.5K
|
+32
|
+4%
|
|
|
2038
|
Astoria Portfolio Advisors
New York
|
$495K
|
+$1.94K
|
+4
|
+0.5%
|
|
|
2039
|
Evernest Financial Advisors
Carmel,
Indiana
|
$495K
|
-$43.6K
|
-90
|
-9%
|
|
|
2040
|
Maverick Capital
Dallas,
Texas
|
$493K
|
-$1.41M
|
-2,916
|
-77%
|
|
|
2041
|
West Family Investments
Carlsbad,
California
|
$490K
|
-$65.4K
|
-135
|
-13%
|
|
|
2042
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$489K
|
+$129K
|
+267
|
+44%
|
|
|
2043
|
Cardiff Park Advisors
Carlsbad,
California
|
$489K
|
+$3.87K
|
+8
|
+0.9%
|
|
|
2044
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$488K
|
+$6.29K
|
+13
|
+2%
|
|
|
2045
|
Maple Capital Management
Montpelier,
Vermont
|
$488K
|
+$1.45K
|
+3
|
+0.3%
|
|
|
2046
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$487K
|
+$16K
|
+33
|
+4%
|
|
|
2047
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$484K
|
–
|
–
|
–
|
|
|
2048
|
RW Investment Management
Eagle,
Idaho
|
$483K
|
-$4.36K
|
-9
|
-1%
|
|
|
2049
|
OneAscent Financial Services
Birmingham,
Alabama
|
$482K
|
-$211K
|
-435
|
-33%
|
|
|
2050
|
Financial Alternatives
La Jolla,
California
|
$481K
|
+$419K
|
+865
|
New
|
|
