|
2026
|
Clean Yield Group
Norwich,
Vermont
|
$270K
|
+$17.9K
|
+48
|
+7%
|
|
|
2027
|
Exeter Financial
Scottsdale,
Arizona
|
$269K
|
+$29.9K
|
+80
|
+13%
|
|
|
2028
|
Old Mission Investment Co
Traverse City,
Michigan
|
$268K
|
+$15.7K
|
+42
|
+6%
|
|
|
2029
|
Front Barnett Associates
Chicago,
Illinois
|
$267K
|
+$50.4K
|
+135
|
+24%
|
|
|
2030
|
Perpetual Investment Management
Sydney,
Australia
|
$267K
|
+$266K
|
+712
|
New
|
|
|
2031
|
Strategic Wealth Partners
Independence,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
2032
|
FAS Wealth Partners
Leawood,
Kansas
|
$266K
|
+$51.6K
|
+138
|
+24%
|
|
|
2033
|
Childress Capital Advisors
Houston,
Texas
|
$265K
|
+$263K
|
+703
|
New
|
|
|
2034
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$264K
|
-$82.2K
|
-220
|
-24%
|
|
|
2035
|
Rex Capital Advisors
Providence,
Rhode Island
|
$264K
|
–
|
–
|
–
|
|
|
2036
|
Towerpoint Wealth
Sacramento,
California
|
$264K
|
–
|
–
|
–
|
|
|
2037
|
|
$263K
|
+$22.8K
|
+61
|
+10%
|
|
|
2038
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$261K
|
–
|
–
|
–
|
|
|
2039
|
L.J. Altfest & Co
New York
|
$261K
|
+$6.72K
|
+18
|
+3%
|
|
|
2040
|
BCS Wealth Management
Johnson City,
Tennessee
|
$260K
|
–
|
–
|
–
|
|
|
2041
|
Howe & Rusling
Rochester,
New York
|
$260K
|
–
|
–
|
–
|
|
|
2042
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$260K
|
+$27.6K
|
+74
|
+12%
|
|
|
2043
|
Karp Capital Management
Sausalito,
California
|
$260K
|
+$258K
|
+691
|
New
|
|
|
2044
|
Compton Capital Management
Providence,
Rhode Island
|
$259K
|
–
|
–
|
–
|
|
|
2045
|
Holderness Investments Company
Greensboro,
North Carolina
|
$258K
|
–
|
–
|
–
|
|
|
2046
|
Veracity Capital
Atlanta,
Georgia
|
$257K
|
+$32.5K
|
+87
|
+15%
|
|
|
2047
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$256K
|
-$74.7K
|
-200
|
-23%
|
|
|
2048
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$256K
|
+$5.23K
|
+14
|
+2%
|
|
|
2049
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$256K
|
+$254K
|
+680
|
New
|
|
|
2050
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$254K
|
-$5.98K
|
-16
|
-2%
|
|
