|
2026
|
Old Port Advisors
Portland,
Maine
|
$241K
|
+$241K
|
+1,040
|
New
|
|
|
2027
|
MBL Wealth
Charlotte,
North Carolina
|
$240K
|
+$3.94K
|
+17
|
+2%
|
|
|
2028
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$240K
|
-$3.01K
|
-13
|
-1%
|
|
|
2029
|
Davies Financial Advisors
Murrieta,
California
|
$239K
|
+$3.94K
|
+17
|
+2%
|
|
|
2030
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$239K
|
-$18.3K
|
-79
|
-7%
|
|
|
2031
|
Apexium Financial
Dallas,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
2032
|
WR Wealth Planners
Columbia,
Missouri
|
$239K
|
+$21.3K
|
+92
|
+10%
|
|
|
2033
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$238K
|
-$4.4K
|
-19
|
-2%
|
|
|
2034
|
XML Financial
Bethesda,
Maryland
|
$238K
|
+$232
|
+1
|
+0.1%
|
|
|
2035
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$237K
|
+$4.17K
|
+18
|
+2%
|
|
|
2036
|
Stonebridge Capital Management
Los Angeles,
California
|
$236K
|
–
|
–
|
–
|
|
|
2037
|
CRA Financial Services
Northfield,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
2038
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$235K
|
-$784K
|
-3,386
|
-77%
|
|
|
2039
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$234K
|
-$82.2K
|
-355
|
-26%
|
|
|
2040
|
Saxony Capital Management
St. Louis,
Missouri
|
$233K
|
+$19.7K
|
+85
|
+9%
|
|
|
2041
|
TFB Advisors
Overland Park,
Kansas
|
$233K
|
+$4.86K
|
+21
|
+2%
|
|
|
2042
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$233K
|
–
|
–
|
–
|
|
|
2043
|
Alesco Advisors
Pittsford,
New York
|
$233K
|
+$24.3K
|
+105
|
+12%
|
|
|
2044
|
Close Asset Management
London,
United Kingdom
|
$232K
|
–
|
–
|
–
|
|
|
2045
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$232K
|
–
|
–
|
–
|
|
|
2046
|
Tang Capital Management
San Diego,
California
|
$232K
|
+$232K
|
+1,001
|
New
|
|
|
2047
|
One Plus One Wealth Management
Jupiter,
Florida
|
$232K
|
-$301K
|
-1,300
|
-57%
|
|
|
2048
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
2049
|
Princeton Capital Management
Red Bank,
New Jersey
|
$232K
|
+$11.3K
|
+49
|
+5%
|
|
|
2050
|
Marshall Wace
London,
United Kingdom
|
$232K
|
+$116K
|
+500
|
+100%
|
|
