|
2026
|
Triad Wealth Partners
Lawrence,
Kansas
|
$369K
|
+$183K
|
+684
|
+91%
|
|
|
2027
|
|
$368K
|
+$142K
|
+529
|
+59%
|
|
|
2028
|
North Star Investment Management
Chicago,
Illinois
|
$367K
|
-$6.96K
|
-26
|
-2%
|
|
|
2029
|
Klingman & Associates
New York
|
$367K
|
+$11.8K
|
+44
|
+3%
|
|
|
2030
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$367K
|
-$375K
|
-1,401
|
-50%
|
|
|
2031
|
AllSquare Wealth Management
Albany,
New York
|
$366K
|
+$26.8K
|
+100
|
+8%
|
|
|
2032
|
Creative Financial Designs
Kokomo,
Indiana
|
$364K
|
–
|
–
|
–
|
|
|
2033
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$362K
|
+$30.8K
|
+115
|
+9%
|
|
|
2034
|
Lodestar Private Asset Management
Alamo,
California
|
$361K
|
-$4.55K
|
-17
|
-1%
|
|
|
2035
|
Pinion Investment Advisors
Wichita,
Kansas
|
$361K
|
+$37.7K
|
+141
|
+11%
|
|
|
2036
|
FDx Advisors
Chicago,
Illinois
|
$361K
|
-$5.4M
|
-20,195
|
-93%
|
|
|
2037
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$360K
|
-$36.7K
|
-137
|
-9%
|
|
|
2038
|
Ridgewood Investments
Springfield,
New Jersey
|
$360K
|
+$93.7K
|
+350
|
+33%
|
|
|
2039
|
TCI Wealth Advisors
Tucson,
Arizona
|
$360K
|
-$28.4K
|
-106
|
-7%
|
|
|
2040
|
IFG Advisors
St. Louis,
Missouri
|
$360K
|
+$2.68K
|
+10
|
+0.7%
|
|
|
2041
|
Point72 Asset Management
Stamford,
Connecticut
|
$360K
|
-$93.7K
|
-350
|
-20%
|
|
|
2042
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$360K
|
–
|
–
|
–
|
|
|
2043
|
Edgestream Partners
Princeton,
New Jersey
|
$359K
|
-$2.13M
|
-7,969
|
-85%
|
|
|
2044
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$358K
|
-$22.2K
|
-83
|
-6%
|
|
|
2045
|
Fermata Advisors
Sonoma,
California
|
$356K
|
-$803
|
-3
|
-0.2%
|
|
|
2046
|
Veery Capital
Wilmington,
Delaware
|
$355K
|
+$1.87K
|
+7
|
+0.5%
|
|
|
2047
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$355K
|
-$72.2K
|
-270
|
-16%
|
|
|
2048
|
HoyleCohen
San Diego,
California
|
$355K
|
-$8.03K
|
-30
|
-2%
|
|
|
2049
|
Bellecapital
Zurich,
Switzerland
|
$349K
|
+$36.1K
|
+135
|
+11%
|
|
|
2050
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$349K
|
+$112K
|
+418
|
+45%
|
|
