|
2026
|
Schroder Investment Management Group
London,
United Kingdom
|
$43.5K
|
-$20K
|
-200
|
-31%
|
|
|
2027
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$43K
|
-$105K
|
-1,053
|
-70%
|
|
|
2028
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$39.6K
|
–
|
–
|
–
|
|
|
2029
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$36.6K
|
–
|
–
|
–
|
|
|
2030
|
Bourgeon Capital Management
Darien,
Connecticut
|
$36.2K
|
-$23K
|
-230
|
-38%
|
|
|
2031
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$35.9K
|
+$37.1K
|
+371
|
New
|
|
|
2032
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$35.2K
|
-$3.2K
|
-32
|
-8%
|
|
|
2033
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$34.7K
|
–
|
–
|
–
|
|
|
2034
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$33K
|
–
|
–
|
–
|
|
|
2035
|
Perkins Coie Trust Company
Seattle,
Washington
|
$32.7K
|
–
|
–
|
–
|
|
|
2036
|
Pacifica Partners
Surrey,
Canada
|
$32.4K
|
+$19.7K
|
+197
|
+133%
|
|
|
2037
|
Level Financial Advisors
East Amherst,
New York
|
$31K
|
-$21.8K
|
-218
|
-40%
|
|
|
2038
|
Pflug Koory
Omaha,
Nebraska
|
$30.5K
|
–
|
–
|
–
|
|
|
2039
|
|
$30K
|
–
|
–
|
–
|
|
|
2040
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$29K
|
–
|
–
|
–
|
|
|
2041
|
BBJS Financial Advisors
Seattle,
Washington
|
$28.8K
|
–
|
–
|
–
|
|
|
2042
|
Riverview Trust Company
Vancouver,
Washington
|
$28.7K
|
–
|
–
|
–
|
|
|
2043
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$28.5K
|
+$29.5K
|
+295
|
New
|
|
|
2044
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
2045
|
Highline Wealth Partners
Sherman Oaks,
California
|
$27.1K
|
–
|
–
|
–
|
|
|
2046
|
Mendota Financial Group
Madison,
Wisconsin
|
$25.5K
|
–
|
–
|
–
|
|
|
2047
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$25.4K
|
–
|
–
|
–
|
|
|
2048
|
Field & Main Bank
Henderson,
Kentucky
|
$24.7K
|
–
|
–
|
–
|
|
|
2049
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$24.2K
|
–
|
–
|
–
|
|
|
2050
|
Janiczek Wealth Management
Denver,
Colorado
|
$23.7K
|
–
|
–
|
–
|
|
