|
2026
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$695K
|
-$175K
|
-1,400
|
-20%
|
|
|
2027
|
Insight Wealth Strategies
San Ramon,
California
|
$693K
|
+$160K
|
+1,278
|
+30%
|
|
|
2028
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$691K
|
-$125K
|
-997
|
-15%
|
|
|
2029
|
Linscomb Wealth
Houston,
Texas
|
$691K
|
-$4.25K
|
-34
|
-0.6%
|
|
|
2030
|
Gray Wealth Management
Bangor,
Maine
|
$690K
|
-$43.6K
|
-349
|
-6%
|
|
|
2031
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$687K
|
+$6.5K
|
+52
|
+0.9%
|
|
|
2032
|
First National Corp
Rockland,
Massachusetts
|
$685K
|
+$44.9K
|
+359
|
+10%
|
|
|
2033
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$684K
|
+$43.5K
|
+348
|
+7%
|
|
|
2034
|
LGL Partners
Philadelphia,
Pennsylvania
|
$683K
|
–
|
–
|
–
|
|
|
2035
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$681K
|
–
|
–
|
–
|
|
|
2036
|
Citadel Advisors
Miami,
Florida
|
$680K
|
-$26.4M
|
-211,352
|
-97%
|
|
|
2037
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$674K
|
-$2.5K
|
-20
|
-0.4%
|
|
|
2038
|
Clare Market Investments
Dallas,
Texas
|
$674K
|
-$155K
|
-1,237
|
-19%
|
|
|
2039
|
Veracity Capital
Atlanta,
Georgia
|
$673K
|
+$119K
|
+954
|
+21%
|
|
|
2040
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$672K
|
-$226K
|
-1,811
|
-25%
|
|
|
2041
|
Wright Investors Service
Shelton,
Connecticut
|
$670K
|
-$425K
|
-3,402
|
-39%
|
|
|
2042
|
AdvisorShares Investments
Bethesda,
Maryland
|
$667K
|
-$32K
|
-256
|
-5%
|
|
|
2043
|
Ascent Wealth Partners
New Hartford,
New York
|
$667K
|
+$672K
|
+5,374
|
New
|
|
|
2044
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$666K
|
+$274K
|
+2,190
|
+69%
|
|
|
2045
|
Neumann Capital Management
Foster City,
California
|
$666K
|
–
|
–
|
–
|
|
|
2046
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$663K
|
+$7K
|
+56
|
+1%
|
|
|
2047
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$660K
|
+$37.7K
|
+302
|
+6%
|
|
|
2048
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$659K
|
-$41.2K
|
-330
|
-6%
|
|
|
2049
|
First Command Bank
Fort Worth,
Texas
|
$657K
|
+$8.13K
|
+65
|
+1%
|
|
|
2050
|
First Command Financial Services
Fort Worth,
Texas
|
$657K
|
+$8.13K
|
+65
|
+1%
|
|
