|
2026
|
Ashburton (Jersey)
St Helier,
Jersey
|
$587K
|
–
|
–
|
–
|
|
|
2027
|
Archford Capital Strategies
Swansea,
Illinois
|
$584K
|
+$105K
|
+1,940
|
+21%
|
|
|
2028
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$582K
|
-$17.3K
|
-320
|
-3%
|
|
|
2029
|
Meridian Wealth Advisors
Austin,
Texas
|
$577K
|
+$597K
|
+11,040
|
New
|
|
|
2030
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$575K
|
-$5.4K
|
-100
|
-0.9%
|
|
|
2031
|
Cable Hill Partners
Portland,
Oregon
|
$574K
|
+$195K
|
+3,600
|
+49%
|
|
|
2032
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$573K
|
–
|
–
|
–
|
|
|
2033
|
AllSquare Wealth Management
Albany,
New York
|
$573K
|
+$3.24K
|
+60
|
+0.6%
|
|
|
2034
|
Brave Asset Management
Summit,
New Jersey
|
$573K
|
+$14.1K
|
+260
|
+2%
|
|
|
2035
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$570K
|
-$15.1K
|
-280
|
-3%
|
|
|
2036
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$570K
|
–
|
–
|
–
|
|
|
2037
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$568K
|
-$5.4K
|
-100
|
-0.9%
|
|
|
2038
|
Tradition Capital Management
Summit,
New Jersey
|
$568K
|
+$17.3K
|
+320
|
+3%
|
|
|
2039
|
McIlrath & Eck
Arlington,
Washington
|
$566K
|
-$36.7K
|
-680
|
-6%
|
|
|
2040
|
Kendall Capital Management
Rockville,
Maryland
|
$561K
|
+$580K
|
+10,740
|
New
|
|
|
2041
|
Calton & Associates
Tampa,
Florida
|
$560K
|
-$424K
|
-7,840
|
-42%
|
|
|
2042
|
|
$560K
|
+$34.6K
|
+640
|
+6%
|
|
|
2043
|
AIMZ Investment Advisors
Los Altos,
California
|
$559K
|
–
|
–
|
–
|
|
|
2044
|
Corundum Group
Colorado Springs,
Colorado
|
$559K
|
+$578K
|
+10,700
|
New
|
|
|
2045
|
Landscape Capital Management
Englewood,
New Jersey
|
$559K
|
+$578K
|
+10,700
|
New
|
|
|
2046
|
World Investment Advisors
Santa Barbara,
California
|
$558K
|
+$535K
|
+9,900
|
New
|
|
|
2047
|
LVW Advisors
Pittsford,
New York
|
$557K
|
+$78.9K
|
+1,460
|
+16%
|
|
|
2048
|
Empirical Finance
Havertown,
Pennsylvania
|
$556K
|
-$33.5K
|
-620
|
-6%
|
|
|
2049
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$556K
|
+$242K
|
+4,480
|
+73%
|
|
|
2050
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$554K
|
+$573K
|
+10,600
|
New
|
|
