|
2026
|
Pacifica Partners
Surrey,
Canada
|
$135K
|
+$12.7K
|
+250
|
+11%
|
|
|
2027
|
Bear Mountain Capital
Seattle,
Washington
|
$135K
|
+$127K
|
+2,500
|
New
|
|
|
2028
|
WealthCollab
Bellevue,
Washington
|
$134K
|
+$123K
|
+2,420
|
New
|
|
|
2029
|
SRH Advisors
Salina,
Kansas
|
$134K
|
-$25.4K
|
-500
|
-17%
|
|
|
2030
|
Angeles Wealth Management
Santa Monica,
California
|
$133K
|
+$20.3K
|
+400
|
+20%
|
|
|
2031
|
Barrett & Company
Providence,
Rhode Island
|
$132K
|
–
|
–
|
–
|
|
|
2032
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$132K
|
+$121K
|
+2,380
|
New
|
|
|
2033
|
Ramirez Asset Management
New York
|
$132K
|
–
|
–
|
–
|
|
|
2034
|
Pineridge Advisors
St. Charles,
Missouri
|
$131K
|
+$120K
|
+2,365
|
New
|
|
|
2035
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$131K
|
+$22.3K
|
+440
|
+23%
|
|
|
2036
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$131K
|
–
|
–
|
–
|
|
|
2037
|
Frazier Financial Advisors
Columbus,
Ohio
|
$130K
|
+$119K
|
+2,355
|
New
|
|
|
2038
|
Webster Bank
Waterbury,
Connecticut
|
$129K
|
+$11.9K
|
+235
|
+11%
|
|
|
2039
|
Steph & Co
Marinette,
Wisconsin
|
$128K
|
–
|
–
|
–
|
|
|
2040
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$128K
|
-$90.5K
|
-1,785
|
-44%
|
|
|
2041
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$127K
|
+$15.2K
|
+300
|
+15%
|
|
|
2042
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$118K
|
-$1.64M
|
-32,325
|
-94%
|
|
|
2043
|
West Branch Capital
Amherst,
Massachusetts
|
$116K
|
+$761
|
+15
|
+0.7%
|
|
|
2044
|
Morling Financial Advisors
Fremont,
California
|
$116K
|
+$3.55K
|
+70
|
+3%
|
|
|
2045
|
Sittner & Nelson
Eugene,
Oregon
|
$115K
|
–
|
–
|
–
|
|
|
2046
|
Elevation Wealth Partners
Santa Rosa,
California
|
$115K
|
–
|
–
|
–
|
|
|
2047
|
Resources Management Corp
West Hartford,
Connecticut
|
$114K
|
–
|
–
|
–
|
|
|
2048
|
Trust Company
Manhattan,
Kansas
|
$114K
|
–
|
–
|
–
|
|
|
2049
|
AssetMark Inc
Concord,
California
|
$112K
|
-$546K
|
-10,770
|
-84%
|
|
|
2050
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$111K
|
–
|
–
|
–
|
|
