|
2026
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$333K
|
+$25.5K
|
+460
|
+8%
|
|
|
2027
|
Affiance Financial
St. Louis Park,
Minnesota
|
$331K
|
–
|
–
|
–
|
|
|
2028
|
Sunbelt Securities
Houston,
Texas
|
$330K
|
+$112K
|
+2,020
|
+47%
|
|
|
2029
|
Hancock Whitney
Gulfport,
Mississippi
|
$329K
|
-$27.7K
|
-500
|
-7%
|
|
|
2030
|
PrairieView Partners
St. Paul,
Minnesota
|
$328K
|
–
|
–
|
–
|
|
|
2031
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$327K
|
+$7.76K
|
+140
|
+2%
|
|
|
2032
|
Tarbox Family Office
Newport Beach,
California
|
$327K
|
+$8.87K
|
+160
|
+3%
|
|
|
2033
|
Front Row Advisors
Tiburon,
California
|
$323K
|
+$8.87K
|
+160
|
+3%
|
|
|
2034
|
Vigilant Capital Management
Portland,
Maine
|
$323K
|
+$68.8K
|
+1,240
|
+25%
|
|
|
2035
|
Cerity Partners OCIO
New York
|
$321K
|
-$5.54K
|
-100
|
-1%
|
|
|
2036
|
|
$321K
|
+$344K
|
+6,200
|
New
|
|
|
2037
|
Vivaldi Capital Management
Chicago,
Illinois
|
$320K
|
+$6.65K
|
+120
|
+2%
|
|
|
2038
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$319K
|
+$34.4K
|
+620
|
+11%
|
|
|
2039
|
Norway Savings Bank
Portland,
Maine
|
$319K
|
+$306K
|
+5,520
|
+863%
|
|
|
2040
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$318K
|
-$1.11K
|
-20
|
-0.3%
|
|
|
2041
|
Aveo Capital Partners
Englewood,
Colorado
|
$318K
|
+$16.6K
|
+300
|
+5%
|
|
|
2042
|
EFG Asset Management (Americas)
Miami,
Florida
|
$318K
|
+$340K
|
+6,140
|
New
|
|
|
2043
|
L.J. Altfest & Co
New York
|
$316K
|
+$338K
|
+6,100
|
New
|
|
|
2044
|
Probity Advisors
Dallas,
Texas
|
$315K
|
+$6.65K
|
+120
|
+2%
|
|
|
2045
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$315K
|
+$337K
|
+6,080
|
New
|
|
|
2046
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$315K
|
+$337K
|
+6,080
|
New
|
|
|
2047
|
Dragon Financial & Investment Group
San Mateo,
California
|
$314K
|
-$13.3K
|
-240
|
-4%
|
|
|
2048
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
2049
|
Colorado Capital Management
Boulder,
Colorado
|
$314K
|
+$24.4K
|
+440
|
+8%
|
|
|
2050
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$314K
|
+$73.2K
|
+1,320
|
+28%
|
|
