|
2026
|
Douglass Winthrop Advisors
New York
|
$386K
|
-$648K
|
-1,510
|
-60%
|
|
|
2027
|
Ithaka Group
Arlington,
Virginia
|
$385K
|
-$11.9M
|
-27,851
|
-97%
|
|
|
2028
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$385K
|
-$170K
|
-396
|
-28%
|
|
|
2029
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$385K
|
–
|
–
|
–
|
|
|
2030
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$384K
|
–
|
–
|
–
|
|
|
2031
|
Highlander Partners
Dallas,
Texas
|
$384K
|
–
|
–
|
–
|
|
|
2032
|
Shufro Rose & Co
New York
|
$384K
|
–
|
–
|
–
|
|
|
2033
|
Corient IA
Miami,
Florida
|
$384K
|
+$429K
|
+1,000
|
New
|
|
|
2034
|
Sara-Bay Financial
Sarasota,
Florida
|
$383K
|
-$72K
|
-168
|
-14%
|
|
|
2035
|
Advisor OS
Chicago,
Illinois
|
$383K
|
+$66.9K
|
+156
|
+19%
|
|
|
2036
|
Wealth Architects
Mountain View,
California
|
$383K
|
+$34.7K
|
+81
|
+9%
|
|
|
2037
|
Plancorp LLC
Saint Louis,
Missouri
|
$382K
|
+$181K
|
+421
|
+73%
|
|
|
2038
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$382K
|
-$30K
|
-70
|
-7%
|
|
|
2039
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$382K
|
-$25.7K
|
-60
|
-6%
|
|
|
2040
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$382K
|
-$37.3K
|
-87
|
-7%
|
|
|
2041
|
Prosperity Financial Group
San Ramon,
California
|
$379K
|
+$11.6K
|
+27
|
+3%
|
|
|
2042
|
West Family Investments
Carlsbad,
California
|
$378K
|
-$15K
|
-35
|
-3%
|
|
|
2043
|
Clear Street Derivatives
New York
|
$377K
|
+$422K
|
+984
|
New
|
|
|
2044
|
Marcum Wealth
Cleveland,
Ohio
|
$377K
|
–
|
–
|
–
|
|
|
2045
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$377K
|
-$21.9K
|
-51
|
-5%
|
|
|
2046
|
Rakuten Securities
Tokyo,
Japan
|
$377K
|
-$55.3K
|
-129
|
-12%
|
|
|
2047
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$377K
|
+$21.9K
|
+51
|
+5%
|
|
|
2048
|
R Squared
Central,
Hong Kong
|
$376K
|
+$284K
|
+663
|
+209%
|
|
|
2049
|
Berger Financial Group
Plymouth,
Minnesota
|
$375K
|
-$643K
|
-1,499
|
-60%
|
|
|
2050
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$375K
|
+$419K
|
+977
|
New
|
|
