|
2026
|
Veritas Investment Management
London,
United Kingdom
|
$40K
|
+$37.5K
|
+105
|
New
|
|
|
2027
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$39K
|
–
|
–
|
–
|
|
|
2028
|
Atwater Malick
Lancaster,
Pennsylvania
|
$39K
|
+$36.8K
|
+103
|
New
|
|
|
2029
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$38K
|
-$3.58K
|
-10
|
-9%
|
|
|
2030
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$38K
|
–
|
–
|
–
|
|
|
2031
|
Fortis Advisors
Wayne,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
2032
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$38K
|
–
|
–
|
–
|
|
|
2033
|
Ironwood Financial
Tucson,
Arizona
|
$38K
|
–
|
–
|
–
|
|
|
2034
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$38K
|
–
|
–
|
–
|
|
|
2035
|
SRH Advisors
Salina,
Kansas
|
$38K
|
–
|
–
|
–
|
|
|
2036
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$36.1K
|
+$20K
|
+56
|
+144%
|
|
|
2037
|
1 North Wealth Services
Annapolis,
Maryland
|
$32K
|
+$30.4K
|
+85
|
New
|
|
|
2038
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
2039
|
Horan Securities
Cincinnati,
United States
|
$29K
|
–
|
–
|
–
|
|
|
2040
|
Blume Capital Management
Berkeley,
California
|
$28K
|
–
|
–
|
–
|
|
|
2041
|
Elmwood Wealth Management
Berkeley,
California
|
$25K
|
+$357
|
+1
|
+2%
|
|
|
2042
|
Hilton Capital Management
Garden City,
New York
|
$24K
|
–
|
–
|
–
|
|
|
2043
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
2044
|
Permanens Capital
New York
|
$22K
|
+$2.86K
|
+8
|
+16%
|
|
|
2045
|
Holloway Wealth Management
Gainesville,
Florida
|
$19K
|
–
|
–
|
–
|
|
|
2046
|
St. Johns Investment Management
Jacksonville,
Florida
|
$19K
|
–
|
–
|
–
|
|
|
2047
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
2048
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$17K
|
-$20.4K
|
-57
|
-56%
|
|
|
2049
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$16K
|
–
|
–
|
–
|
|
|
2050
|
Denver PWM
Denver,
Colorado
|
$11.3K
|
+$10.7K
|
+30
|
New
|
|
