|
2026
|
Clean Yield Group
Norwich,
Vermont
|
$105K
|
–
|
–
|
–
|
|
|
2027
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$105K
|
–
|
–
|
–
|
|
|
2028
|
Bogart Wealth LLC
Mclean,
Virginia
|
$105K
|
+$7.98K
|
+40
|
+9%
|
|
|
2029
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$104K
|
+$199
|
+1
|
+0.2%
|
|
|
2030
|
Clear Investment Research
Alpharetta,
Georgia
|
$103K
|
+$3.39K
|
+17
|
+4%
|
|
|
2031
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
2032
|
TD Capital Management
Memphis,
Tennessee
|
$102K
|
+$199
|
+1
|
+0.2%
|
|
|
2033
|
Atwood & Palmer
Kansas City,
Missouri
|
$101K
|
–
|
–
|
–
|
|
|
2034
|
Arax Advisory Partners
Denver,
Colorado
|
$100K
|
-$1.2K
|
-6
|
-1%
|
|
|
2035
|
Horizon Bancorp
Michigan City,
Indiana
|
$100K
|
+$10.2K
|
+51
|
+12%
|
|
|
2036
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$94.4K
|
+$199
|
+1
|
+0.2%
|
|
|
2037
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$93.2K
|
-$35.9K
|
-180
|
-29%
|
|
|
2038
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$91.8K
|
–
|
–
|
–
|
|
|
2039
|
Janiczek Wealth Management
Denver,
Colorado
|
$90.6K
|
-$6.98K
|
-35
|
-8%
|
|
|
2040
|
Newton One Investments
Newark,
Delaware
|
$90.6K
|
+$199
|
+1
|
+0.2%
|
|
|
2041
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$90.4K
|
-$384K
|
-1,925
|
-82%
|
|
|
2042
|
Schroder Investment Management Group
London,
United Kingdom
|
$90.1K
|
-$79.8K
|
-400
|
-48%
|
|
|
2043
|
Weaver Capital Management
Suwanee,
Georgia
|
$89.2K
|
+$84.6K
|
+424
|
New
|
|
|
2044
|
First Personal Financial Services
Charlotte,
North Carolina
|
$88.3K
|
-$31.9K
|
-160
|
-28%
|
|
|
2045
|
Bollard Group
Boston,
Massachusetts
|
$88K
|
+$199
|
+1
|
+0.2%
|
|
|
2046
|
Rain Capital Management
Lake Oswego,
Oregon
|
$87.7K
|
+$199
|
+1
|
+0.2%
|
|
|
2047
|
First Pacific Financial
Vancouver,
Washington
|
$87.3K
|
+$199
|
+1
|
+0.2%
|
|
|
2048
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$87.1K
|
+$24.5K
|
+123
|
+42%
|
|
|
2049
|
Abound Wealth Management
Franklin,
Tennessee
|
$86.9K
|
+$34.7K
|
+174
|
+73%
|
|
|
2050
|
Pacific Center for Financial Services
San Ramon,
California
|
$84.8K
|
-$36.3K
|
-182
|
-31%
|
|
