|
2026
|
Simon Quick Advisors
Morristown,
New Jersey
|
$488K
|
+$78.7K
|
+382
|
+19%
|
|
|
2027
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$486K
|
-$412
|
-2
|
-0.1%
|
|
|
2028
|
Verus Financial Partners
Richmond,
Virginia
|
$486K
|
+$105K
|
+512
|
+28%
|
|
|
2029
|
British Steel Pension Fund
London,
United Kingdom
|
$484K
|
-$336K
|
-1,633
|
-41%
|
|
|
2030
|
CSat Investment Advisory
Detroit,
Michigan
|
$483K
|
+$51.9K
|
+252
|
+12%
|
|
|
2031
|
Matisse Capital
Portland,
Oregon
|
$479K
|
–
|
–
|
–
|
|
|
2032
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$479K
|
+$15K
|
+73
|
+3%
|
|
|
2033
|
Security National Trust
Wheeling,
West Virginia
|
$476K
|
-$1.03K
|
-5
|
-0.2%
|
|
|
2034
|
|
$475K
|
-$57.7K
|
-280
|
-11%
|
|
|
2035
|
SRB Corp
Boston,
Massachusetts
|
$475K
|
-$21.2K
|
-103
|
-4%
|
|
|
2036
|
BHK Investment Advisors
Birmingham,
Alabama
|
$475K
|
–
|
–
|
–
|
|
|
2037
|
Moody National Bank Trust Division
Galveston,
Texas
|
$473K
|
+$67K
|
+325
|
+17%
|
|
|
2038
|
Virtue Capital Management
Brentwood,
Tennessee
|
$473K
|
+$88.2K
|
+428
|
+23%
|
|
|
2039
|
Chelsea Counsel Company
Los Angeles,
California
|
$468K
|
–
|
–
|
–
|
|
|
2040
|
Claro Advisors
Boston,
Massachusetts
|
$466K
|
-$1.44K
|
-7
|
-0.3%
|
|
|
2041
|
London & Capital Asset Management
London,
United Kingdom
|
$466K
|
+$20.6K
|
+100
|
+5%
|
|
|
2042
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$465K
|
-$218K
|
-1,057
|
-32%
|
|
|
2043
|
Marco Investment Management
Atlanta,
Georgia
|
$465K
|
+$11.3K
|
+55
|
+3%
|
|
|
2044
|
Independence Advisors
Wayne,
Pennsylvania
|
$465K
|
+$461K
|
+2,237
|
New
|
|
|
2045
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$464K
|
+$5.97K
|
+29
|
+1%
|
|
|
2046
|
BTC Capital Management
Des Moines,
Iowa
|
$459K
|
–
|
–
|
–
|
|
|
2047
|
CMC Financial Group
Atlanta,
Georgia
|
$458K
|
–
|
–
|
–
|
|
|
2048
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$457K
|
+$453K
|
+2,198
|
New
|
|
|
2049
|
Biechele Royce Advisors
Fishers,
Indiana
|
$456K
|
–
|
–
|
–
|
|
|
2050
|
CCG Wealth Management
San Diego,
California
|
$451K
|
+$45.3K
|
+220
|
+11%
|
|
