|
2026
|
Probity Advisors
Dallas,
Texas
|
$454K
|
+$203K
|
+4,635
|
+91%
|
|
|
2027
|
Bessemer Securities
New York
|
$453K
|
–
|
–
|
–
|
|
|
2028
|
Jones Financial Companies
Des Peres,
Missouri
|
$453K
|
+$119K
|
+2,704
|
+39%
|
|
|
2029
|
Baxter Bros Inc
Riverside,
Connecticut
|
$452K
|
-$32.8K
|
-747
|
-7%
|
|
|
2030
|
Dimension Capital Management
Coral Gables,
Florida
|
$450K
|
+$18.5K
|
+423
|
+5%
|
|
|
2031
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$449K
|
+$14.2K
|
+324
|
+3%
|
|
|
2032
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$448K
|
-$9.34K
|
-213
|
-2%
|
|
|
2033
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$446K
|
+$77.9K
|
+1,777
|
+23%
|
|
|
2034
|
&Partners
Nashville,
Tennessee
|
$445K
|
-$326K
|
-7,443
|
-44%
|
|
|
2035
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$445K
|
+$2.85K
|
+65
|
+0.7%
|
|
|
2036
|
Cornerstone Capital
Palo Alto,
California
|
$445K
|
+$17.4K
|
+397
|
+4%
|
|
|
2037
|
Vigilant Capital Management
Portland,
Maine
|
$443K
|
-$113K
|
-2,586
|
-21%
|
|
|
2038
|
Relative Value Partners Group
|
$443K
|
-$12.8K
|
-293
|
-3%
|
|
|
2039
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$442K
|
-$260K
|
-5,925
|
-38%
|
|
|
2040
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$442K
|
-$10.8K
|
-246
|
-3%
|
|
|
2041
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$441K
|
–
|
–
|
–
|
|
|
2042
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$441K
|
+$351
|
+8
|
+0.1%
|
|
|
2043
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$441K
|
+$13.9K
|
+316
|
+3%
|
|
|
2044
|
Confluence Wealth Management
Portland,
Oregon
|
$441K
|
+$45.6K
|
+1,040
|
+12%
|
|
|
2045
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$438K
|
-$408K
|
-9,300
|
-50%
|
|
|
2046
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$437K
|
+$132
|
+3
|
+0%
|
|
|
2047
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$435K
|
+$1.75K
|
+40
|
+0.4%
|
|
|
2048
|
Continuum Advisory
Eagle,
Idaho
|
$434K
|
+$7.5K
|
+171
|
+2%
|
|
|
2049
|
Fortis Advisors
Wayne,
Pennsylvania
|
$433K
|
-$98.8K
|
-2,254
|
-20%
|
|
|
2050
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$433K
|
+$403K
|
+9,193
|
New
|
|
