|
2026
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$234K
|
-$10.6K
|
-324
|
-4%
|
|
|
2027
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$233K
|
-$12.4K
|
-378
|
-5%
|
|
|
2028
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$233K
|
-$5.64K
|
-172
|
-2%
|
|
|
2029
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$232K
|
-$62.3K
|
-1,900
|
-20%
|
|
|
2030
|
WR Wealth Planners
Columbia,
Missouri
|
$232K
|
-$54.4K
|
-1,661
|
-18%
|
|
|
2031
|
Halpern Financial
Ashburn,
Virginia
|
$232K
|
+$32.8K
|
+1,000
|
+15%
|
|
|
2032
|
Activest Wealth Management
Aventure,
Florida
|
$232K
|
+$223K
|
+6,800
|
+1,006%
|
|
|
2033
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$230K
|
+$14.3K
|
+437
|
+6%
|
|
|
2034
|
Operose Advisors
Milwaukee,
Wisconsin
|
$230K
|
-$655
|
-20
|
-0.3%
|
|
|
2035
|
EntryPoint Capital
New York
|
$230K
|
+$156K
|
+4,755
|
+178%
|
|
|
2036
|
Channel Wealth
Santa Barbara,
California
|
$230K
|
-$6.46K
|
-197
|
-3%
|
|
|
2037
|
|
$230K
|
-$611K
|
-18,657
|
-72%
|
|
|
2038
|
Iron Gate Global Advisors
Nsl,
Utah
|
$229K
|
-$21K
|
-641
|
-8%
|
|
|
2039
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$229K
|
-$28K
|
-853
|
-10%
|
|
|
2040
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$229K
|
+$18.2K
|
+556
|
+8%
|
|
|
2041
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$228K
|
-$87.4K
|
-2,668
|
-27%
|
|
|
2042
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$228K
|
-$162K
|
-4,950
|
-40%
|
|
|
2043
|
Summit Financial Strategies
Columbus,
Ohio
|
$228K
|
+$16.7K
|
+511
|
+7%
|
|
|
2044
|
M Holdings Securities
Portland,
Oregon
|
$228K
|
-$912K
|
-27,833
|
-79%
|
|
|
2045
|
Hall Capital Management
Barrington,
Rhode Island
|
$228K
|
–
|
–
|
–
|
|
|
2046
|
Tang Capital Management
San Diego,
California
|
$228K
|
+$241K
|
+7,354
|
New
|
|
|
2047
|
Duncker Streett & Co
St. Louis,
Missouri
|
$227K
|
-$16K
|
-487
|
-6%
|
|
|
2048
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$227K
|
+$459
|
+14
|
+0.2%
|
|
|
2049
|
Chiron Capital Management
Tallahassee,
Florida
|
$227K
|
-$6.82K
|
-208
|
-3%
|
|
|
2050
|
Financial Engines Advisors
Santa Clara,
California
|
$226K
|
+$18.8K
|
+575
|
+9%
|
|
