|
2026
|
Aureus Asset Management
Boston,
Massachusetts
|
$639K
|
-$511K
|
-4,499
|
-45%
|
|
|
2027
|
Latitude Advisors
Vero Beach,
Florida
|
$639K
|
-$45.3K
|
-399
|
-7%
|
|
|
2028
|
Vision Capital Management
Portland,
Oregon
|
$639K
|
+$3.98K
|
+35
|
+0.6%
|
|
|
2029
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$639K
|
+$321K
|
+2,825
|
+108%
|
|
|
2030
|
Evernest Financial Advisors
Carmel,
Indiana
|
$638K
|
+$480K
|
+4,227
|
New
|
|
|
2031
|
LVW Advisors
Pittsford,
New York
|
$638K
|
+$2.84K
|
+25
|
+0.5%
|
|
|
2032
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$637K
|
+$68.2K
|
+600
|
+12%
|
|
|
2033
|
Central Bank & Trust
Lexington,
Kentucky
|
$636K
|
-$67.8K
|
-597
|
-10%
|
|
|
2034
|
Gray Wealth Management
Bangor,
Maine
|
$635K
|
-$19K
|
-167
|
-3%
|
|
|
2035
|
Carson Advisory
Athens,
Georgia
|
$634K
|
+$614K
|
+5,403
|
New
|
|
|
2036
|
Moulton Wealth Management
Spokane,
Washington
|
$633K
|
+$62.9K
|
+554
|
+12%
|
|
|
2037
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$629K
|
+$64K
|
+563
|
+12%
|
|
|
2038
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$628K
|
+$608K
|
+5,354
|
New
|
|
|
2039
|
Leisure Capital Management
Costa Mesa,
California
|
$627K
|
–
|
–
|
–
|
|
|
2040
|
XTX Topco
George Town,
Cayman Islands
|
$625K
|
+$605K
|
+5,330
|
New
|
|
|
2041
|
Alta Capital Management
Salt Lake City,
Utah
|
$622K
|
-$20.4K
|
-180
|
-3%
|
|
|
2042
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$622K
|
+$61.2K
|
+539
|
+11%
|
|
|
2043
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$621K
|
-$15.8K
|
-139
|
-3%
|
|
|
2044
|
MONECO Advisors
Fairfield,
Connecticut
|
$621K
|
+$70.5K
|
+621
|
+16%
|
|
|
2045
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$620K
|
+$6.7K
|
+59
|
+1%
|
|
|
2046
|
Capstone Investment Advisors
New York
|
$619K
|
-$10.7M
|
-94,281
|
-95%
|
|
|
2047
|
Successful Portfolios
Clearwater,
Florida
|
$617K
|
+$341
|
+3
|
+0.1%
|
|
|
2048
|
|
$613K
|
-$55.4K
|
-488
|
-9%
|
|
|
2049
|
Bray Capital Advisors
Naples,
Florida
|
$612K
|
+$47.1K
|
+415
|
+9%
|
|
|
2050
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$612K
|
+$593K
|
+5,219
|
New
|
|
