|
2026
|
Oxbow Advisors
Austin,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
2027
|
Burns Matteson Capital Management
Corning,
New York
|
$204K
|
–
|
–
|
–
|
|
|
2028
|
Prosperity Financial Group
San Ramon,
California
|
$204K
|
-$57.2K
|
-580
|
-20%
|
|
|
2029
|
William Mack & Associates
Troy,
Michigan
|
$204K
|
–
|
–
|
–
|
|
|
2030
|
Atlas Legacy Advisors
Los Angeles,
California
|
$203K
|
–
|
–
|
–
|
|
|
2031
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$202K
|
–
|
–
|
–
|
|
|
2032
|
Symmetry Partners
Glastonbury,
Connecticut
|
$201K
|
–
|
–
|
–
|
|
|
2033
|
RDA Financial Network
Akron,
Iowa
|
$201K
|
-$22.9K
|
-232
|
-9%
|
|
|
2034
|
West Branch Capital
Amherst,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
2035
|
Clean Yield Group
Norwich,
Vermont
|
$194K
|
-$78.9K
|
-800
|
-27%
|
|
|
2036
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$193K
|
–
|
–
|
–
|
|
|
2037
|
S&T Bank
Indiana,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
2038
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
2039
|
Olistico Wealth
Tulsa,
Oklahoma
|
$187K
|
-$395
|
-4
|
-0.2%
|
|
|
2040
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$186K
|
+$3.95K
|
+40
|
+2%
|
|
|
2041
|
Lazard Asset Management
New York
|
$180K
|
+$197K
|
+2,000
|
New
|
|
|
2042
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$179K
|
+$789
|
+8
|
+0.4%
|
|
|
2043
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$177K
|
-$31.6K
|
-320
|
-14%
|
|
|
2044
|
Abound Financial
Granite Bay,
California
|
$177K
|
+$193K
|
+1,956
|
New
|
|
|
2045
|
Chilton Capital Management
Houston,
Texas
|
$174K
|
-$45.8K
|
-464
|
-19%
|
|
|
2046
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$174K
|
-$19.7K
|
-200
|
-9%
|
|
|
2047
|
Fairscale Capital
Nashua,
New Hampshire
|
$172K
|
–
|
–
|
–
|
|
|
2048
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$171K
|
–
|
–
|
–
|
|
|
2049
|
ORG Wealth Partners
Dallas,
Texas
|
$168K
|
-$404K
|
-4,096
|
-69%
|
|
|
2050
|
Front Row Advisors
Tiburon,
California
|
$168K
|
-$5.92K
|
-60
|
-3%
|
|
