|
2026
|
Sterneck Capital Management
Kansas City,
Missouri
|
$278K
|
-$10.4K
|
-300
|
-4%
|
|
|
2027
|
Union Savings Bank
Litchfield,
Connecticut
|
$278K
|
–
|
–
|
–
|
|
|
2028
|
Claro Advisors
Boston,
Massachusetts
|
$278K
|
+$51.5K
|
+1,479
|
+23%
|
|
|
2029
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
2030
|
Green Alpha Advisors
Niwot,
Colorado
|
$277K
|
-$335K
|
-9,613
|
-55%
|
|
|
2031
|
IPG Investment Advisors
San Diego,
California
|
$275K
|
-$86.6K
|
-2,485
|
-24%
|
|
|
2032
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$275K
|
+$3.8K
|
+109
|
+1%
|
|
|
2033
|
Versant Capital Management
Phoenix,
Arizona
|
$275K
|
-$43.2K
|
-1,239
|
-14%
|
|
|
2034
|
Proficio Capital Partners
Newton,
Massachusetts
|
$274K
|
-$22.1K
|
-633
|
-8%
|
|
|
2035
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$274K
|
–
|
–
|
–
|
|
|
2036
|
WealthShield Partners
Cary,
North Carolina
|
$274K
|
+$35
|
+1
|
+0%
|
|
|
2037
|
Members Trust
Tampa,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
2038
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$273K
|
+$55.6K
|
+1,596
|
+26%
|
|
|
2039
|
WealthSpring Partners
Long Beach,
California
|
$273K
|
+$139
|
+4
|
+0.1%
|
|
|
2040
|
MV Capital Management
Bethesda,
Maryland
|
$273K
|
+$11.9K
|
+342
|
+5%
|
|
|
2041
|
Delta Investment Management
San Francisco,
California
|
$272K
|
+$20.8K
|
+596
|
+8%
|
|
|
2042
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$272K
|
+$12.3K
|
+352
|
+5%
|
|
|
2043
|
Element Pointe Advisors
Miami,
Florida
|
$271K
|
+$28.4K
|
+814
|
+12%
|
|
|
2044
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$271K
|
+$265K
|
+7,613
|
New
|
|
|
2045
|
Great Diamond Partners
Portland,
Maine
|
$271K
|
-$2.33K
|
-67
|
-0.9%
|
|
|
2046
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$270K
|
+$209
|
+6
|
+0.1%
|
|
|
2047
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$270K
|
–
|
–
|
–
|
|
|
2048
|
TrinityPoint Wealth
Milford,
Connecticut
|
$270K
|
+$9.4K
|
+270
|
+4%
|
|
|
2049
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$270K
|
+$6.1K
|
+175
|
+2%
|
|
|
2050
|
Duncker Streett & Co
St. Louis,
Missouri
|
$269K
|
–
|
–
|
–
|
|
