|
2026
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2M
|
+$5.96K
|
+38
|
+0.3%
|
|
|
2027
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$2M
|
+$9.56K
|
+61
|
+0.5%
|
|
|
2028
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$2M
|
-$784
|
-5
|
-0%
|
|
|
2029
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.99M
|
-$2.35K
|
-15
|
-0.1%
|
|
|
2030
|
First Dallas Securities
Dallas,
Texas
|
$1.99M
|
+$110K
|
+700
|
+6%
|
|
|
2031
|
Boston Common Asset Management
Boston,
Massachusetts
|
$1.98M
|
-$10.2K
|
-65
|
-0.5%
|
|
|
2032
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.98M
|
+$34.6K
|
+221
|
+2%
|
|
|
2033
|
Sonata Capital Group
Seattle,
Washington
|
$1.98M
|
-$78.4K
|
-500
|
-4%
|
|
|
2034
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.98M
|
+$111K
|
+710
|
+6%
|
|
|
2035
|
Summit X LLC
Chesterfield,
Missouri
|
$1.97M
|
+$5.17K
|
+33
|
+0.3%
|
|
|
2036
|
Bath Savings Trust
Bath,
Maine
|
$1.97M
|
-$31.4K
|
-200
|
-2%
|
|
|
2037
|
Ategra Capital Management
Vienna,
Virginia
|
$1.96M
|
-$14.9K
|
-95
|
-0.8%
|
|
|
2038
|
WrapManager Inc
Mill Valley,
California
|
$1.96M
|
-$4.55K
|
-29
|
-0.2%
|
|
|
2039
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.96M
|
+$16.5K
|
+105
|
+0.9%
|
|
|
2040
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.95M
|
-$148K
|
-944
|
-7%
|
|
|
2041
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.95M
|
-$42.6K
|
-272
|
-2%
|
|
|
2042
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.95M
|
+$289K
|
+1,842
|
+18%
|
|
|
2043
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.94M
|
+$88.6K
|
+565
|
+5%
|
|
|
2044
|
Cadence Bank
Tupelo,
Mississippi
|
$1.94M
|
+$175K
|
+1,119
|
+10%
|
|
|
2045
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.94M
|
-$34.5K
|
-220
|
-2%
|
|
|
2046
|
Occidental Asset Management
Burlingame,
California
|
$1.94M
|
+$119K
|
+760
|
+7%
|
|
|
2047
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.93M
|
+$37.8K
|
+241
|
+2%
|
|
|
2048
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.92M
|
+$240K
|
+1,534
|
+15%
|
|
|
2049
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.92M
|
-$19.6K
|
-125
|
-1%
|
|
|
2050
|
|
$1.92M
|
+$559K
|
+3,565
|
+44%
|
|
