|
2026
|
J2 Capital Management
Troy,
Michigan
|
$201K
|
-$70.7K
|
-1,780
|
-27%
|
|
|
2027
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$201K
|
+$192K
|
+4,838
|
New
|
|
|
2028
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$201K
|
+$192K
|
+4,833
|
New
|
|
|
2029
|
Strategic Financial Services
Utica,
New York
|
$200K
|
+$176K
|
+4,423
|
New
|
|
|
2030
|
SOA Wealth Advisors
New York
|
$199K
|
-$2.66K
|
-67
|
-1%
|
|
|
2031
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$198K
|
+$10.6K
|
+266
|
+6%
|
|
|
2032
|
Optimum Investment Advisors
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
2033
|
Arlington Partners
Birmingham,
Alabama
|
$196K
|
-$54.4K
|
-1,370
|
-22%
|
|
|
2034
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$195K
|
–
|
–
|
–
|
|
|
2035
|
China Universal Asset Management Company
Shanghai,
China
|
$195K
|
+$136K
|
+3,422
|
+269%
|
|
|
2036
|
Oakworth Capital
Birmingham,
Alabama
|
$194K
|
-$3.61K
|
-91
|
-2%
|
|
|
2037
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$189K
|
+$13.3K
|
+334
|
+8%
|
|
|
2038
|
Carmel Capital Partners
San Diego,
California
|
$181K
|
+$11.6K
|
+293
|
+7%
|
|
|
2039
|
Hendershot Investments
Centreville,
Virginia
|
$181K
|
–
|
–
|
–
|
|
|
2040
|
Ashburton (Jersey)
St Helier,
Jersey
|
$180K
|
–
|
–
|
–
|
|
|
2041
|
|
$180K
|
–
|
–
|
–
|
|
|
2042
|
Pflug Koory
Omaha,
Nebraska
|
$179K
|
–
|
–
|
–
|
|
|
2043
|
GeoWealth Management
Chicago,
Illinois
|
$178K
|
-$715
|
-18
|
-0.4%
|
|
|
2044
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$176K
|
+$27K
|
+680
|
+19%
|
|
|
2045
|
Sittner & Nelson
Eugene,
Oregon
|
$175K
|
-$91.7K
|
-2,309
|
-35%
|
|
|
2046
|
Covestor
London,
United Kingdom
|
$175K
|
+$10.4K
|
+262
|
+7%
|
|
|
2047
|
Private Ocean
San Rafael,
California
|
$169K
|
-$17.7K
|
-446
|
-10%
|
|
|
2048
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$167K
|
+$675
|
+17
|
+0.4%
|
|
|
2049
|
West Paces Advisors
Atlanta,
Georgia
|
$166K
|
-$22.2K
|
-560
|
-12%
|
|
|
2050
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$165K
|
+$15.9K
|
+400
|
+11%
|
|
