|
2026
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$698K
|
-$447
|
-1
|
-0.1%
|
|
|
2027
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$698K
|
–
|
–
|
–
|
|
|
2028
|
Citizens Business Bank
Ontario,
California
|
$696K
|
–
|
–
|
–
|
|
|
2029
|
Madden Advisory Services
Jacksonville,
Florida
|
$693K
|
+$9.84K
|
+22
|
+1%
|
|
|
2030
|
Capital City Trust
Tallahassee,
Florida
|
$693K
|
+$41.1K
|
+92
|
+6%
|
|
|
2031
|
Drive Wealth Management
Lehi,
Utah
|
$693K
|
+$683K
|
+1,527
|
New
|
|
|
2032
|
Wealthstar Advisors
Plano,
Texas
|
$692K
|
-$8.09M
|
-18,088
|
-92%
|
|
|
2033
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$692K
|
–
|
–
|
–
|
|
|
2034
|
|
$692K
|
–
|
–
|
–
|
|
|
2035
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$691K
|
-$6.71K
|
-15
|
-1%
|
|
|
2036
|
Members Trust
Tampa,
Florida
|
$690K
|
+$3.58K
|
+8
|
+0.5%
|
|
|
2037
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$690K
|
+$8.95K
|
+20
|
+1%
|
|
|
2038
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$677K
|
–
|
–
|
–
|
|
|
2039
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$677K
|
+$240K
|
+537
|
+56%
|
|
|
2040
|
Tocqueville Asset Management
New York
|
$673K
|
–
|
–
|
–
|
|
|
2041
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$671K
|
+$661K
|
+1,478
|
New
|
|
|
2042
|
Wade Financial Advisory
Campbell,
California
|
$671K
|
+$661K
|
+1,478
|
New
|
|
|
2043
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$667K
|
-$10.3K
|
-23
|
-2%
|
|
|
2044
|
Southport Capital Management
Chattanooga,
Tennessee
|
$665K
|
-$421K
|
-942
|
-39%
|
|
|
2045
|
Shearwater Capital
Denver,
Colorado
|
$662K
|
–
|
–
|
–
|
|
|
2046
|
CCG Wealth Management
San Diego,
California
|
$662K
|
+$18.8K
|
+42
|
+3%
|
|
|
2047
|
Sonora Investment Management Group
Tucson,
Arizona
|
$659K
|
-$12.1K
|
-27
|
-2%
|
|
|
2048
|
Morton Capital Management
Calabasas,
California
|
$659K
|
+$120K
|
+268
|
+23%
|
|
|
2049
|
Planned Solutions
Folsom,
California
|
$657K
|
-$1.79K
|
-4
|
-0.3%
|
|
|
2050
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$656K
|
-$5.37K
|
-12
|
-0.8%
|
|
