|
2026
|
WestEnd Advisors
Charlotte,
North Carolina
|
$506K
|
-$388K
|
-972
|
-41%
|
|
|
2027
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$505K
|
–
|
–
|
–
|
|
|
2028
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$503K
|
-$107K
|
-267
|
-16%
|
|
|
2029
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$501K
|
-$36.7K
|
-92
|
-6%
|
|
|
2030
|
Gibson Capital
Wexford,
Pennsylvania
|
$501K
|
–
|
–
|
–
|
|
|
2031
|
Main Street Research
Lakeville,
Connecticut
|
$501K
|
+$174K
|
+437
|
+46%
|
|
|
2032
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$500K
|
-$87.8K
|
-220
|
-14%
|
|
|
2033
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$500K
|
-$10.8K
|
-27
|
-2%
|
|
|
2034
|
Convergence Financial
Columbia,
Missouri
|
$500K
|
–
|
–
|
–
|
|
|
2035
|
Better Money Decisions
Santa Fe,
New Mexico
|
$499K
|
+$2.4K
|
+6
|
+0.4%
|
|
|
2036
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$499K
|
+$50.7K
|
+127
|
+11%
|
|
|
2037
|
Prism Advisors
Studio City,
California
|
$495K
|
–
|
–
|
–
|
|
|
2038
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$495K
|
+$2K
|
+5
|
+0.4%
|
|
|
2039
|
Wimmer Associates 1
Pasadena,
California
|
$494K
|
-$3.99K
|
-10
|
-0.8%
|
|
|
2040
|
|
$494K
|
–
|
–
|
–
|
|
|
2041
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$493K
|
+$62.3K
|
+156
|
+13%
|
|
|
2042
|
Horizons Wealth Management
Asheville,
North Carolina
|
$492K
|
–
|
–
|
–
|
|
|
2043
|
Insight Wealth Strategies
San Ramon,
California
|
$492K
|
–
|
–
|
–
|
|
|
2044
|
FourThought Financial
Venice,
Florida
|
$491K
|
-$46.3K
|
-116
|
-8%
|
|
|
2045
|
Norway Savings Bank
Portland,
Maine
|
$490K
|
+$7.99K
|
+20
|
+1%
|
|
|
2046
|
Foster & Motley
Cincinnati,
Ohio
|
$489K
|
+$10.8K
|
+27
|
+2%
|
|
|
2047
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$486K
|
-$246K
|
-616
|
-31%
|
|
|
2048
|
Arkos Global Advisors
Houston,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
2049
|
Vontobel Holding
Zurich,
Switzerland
|
$485K
|
-$220K
|
-550
|
-29%
|
|
|
2050
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$484K
|
-$487M
|
-1,219,186
|
-100%
|
|
