|
2026
|
Alera Investment Advisors
Deerfield,
Illinois
|
$671K
|
-$62.1K
|
-1,100
|
-9%
|
|
|
2027
|
Underhill Investment Management
Greenbrae,
California
|
$671K
|
-$56.5K
|
-1,000
|
-8%
|
|
|
2028
|
Archford Capital Strategies
Swansea,
Illinois
|
$671K
|
+$12.4K
|
+220
|
+2%
|
|
|
2029
|
TrueWealth LLC
Atlanta,
Georgia
|
$670K
|
–
|
–
|
–
|
|
|
2030
|
Realta Investment Advisors
Wilmington,
Delaware
|
$669K
|
+$640K
|
+11,340
|
New
|
|
|
2031
|
Wellington Shields & Co
New York
|
$666K
|
–
|
–
|
–
|
|
|
2032
|
United Bank (Virginia)
Vienna,
Virginia
|
$663K
|
-$256K
|
-4,540
|
-29%
|
|
|
2033
|
AssetMark Inc
Concord,
California
|
$663K
|
-$131K
|
-2,320
|
-17%
|
|
|
2034
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$662K
|
-$252K
|
-4,460
|
-28%
|
|
|
2035
|
Ashburton (Jersey)
St Helier,
Jersey
|
$661K
|
–
|
–
|
–
|
|
|
2036
|
McIlrath & Eck
Arlington,
Washington
|
$661K
|
+$22.6K
|
+400
|
+4%
|
|
|
2037
|
Accredited Investors
Edina,
Minnesota
|
$661K
|
+$44K
|
+780
|
+7%
|
|
|
2038
|
Private Vista
Chicago,
Illinois
|
$657K
|
-$40.6K
|
-720
|
-6%
|
|
|
2039
|
Principal Street Partners
Memphis,
Tennessee
|
$657K
|
+$630K
|
+11,160
|
New
|
|
|
2040
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$656K
|
-$31.6K
|
-560
|
-5%
|
|
|
2041
|
Nottingham Advisors
Amherst,
New York
|
$651K
|
–
|
–
|
–
|
|
|
2042
|
Hamel Associates
Chatham,
New Jersey
|
$647K
|
+$84.7K
|
+1,500
|
+16%
|
|
|
2043
|
AllSquare Wealth Management
Albany,
New York
|
$645K
|
–
|
–
|
–
|
|
|
2044
|
Brave Asset Management
Summit,
New Jersey
|
$645K
|
–
|
–
|
–
|
|
|
2045
|
Baystate Wealth Management
Boston,
Massachusetts
|
$645K
|
+$16.9K
|
+300
|
+3%
|
|
|
2046
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$645K
|
+$56.5K
|
+1,000
|
+10%
|
|
|
2047
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$641K
|
–
|
–
|
–
|
|
|
2048
|
Bell Bank
Fargo,
North Dakota
|
$637K
|
-$40.6K
|
-720
|
-6%
|
|
|
2049
|
Cable Hill Partners
Portland,
Oregon
|
$637K
|
-$9.03K
|
-160
|
-1%
|
|
|
2050
|
Plancorp LLC
Saint Louis,
Missouri
|
$637K
|
+$168K
|
+2,980
|
+38%
|
|
