|
2026
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$219K
|
-$189K
|
-3,491
|
-42%
|
|
|
2027
|
Cottage Street Advisors
Marion,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
2028
|
Heron Financial Group
New York
|
$219K
|
–
|
–
|
–
|
|
|
2029
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$219K
|
+$53.6K
|
+992
|
+25%
|
|
|
2030
|
Managed Account Services
Coconut Grove,
Florida
|
$218K
|
+$162
|
+3
|
+0.1%
|
|
|
2031
|
Trinity Legacy Partners
Houston,
Texas
|
$218K
|
+$6.59K
|
+122
|
+3%
|
|
|
2032
|
Ballast Inc
Lexington,
Kentucky
|
$217K
|
–
|
–
|
–
|
|
|
2033
|
Liberty Capital Management
Birmingham,
Michigan
|
$217K
|
–
|
–
|
–
|
|
|
2034
|
Benin Management Corp
Wilton,
Connecticut
|
$216K
|
-$180K
|
-3,340
|
-41%
|
|
|
2035
|
Cynosure Group
Salt Lake City,
Utah
|
$216K
|
-$46.5K
|
-861
|
-15%
|
|
|
2036
|
SlateStone Wealth
Jupiter,
Florida
|
$215K
|
-$200K
|
-3,705
|
-43%
|
|
|
2037
|
Apexium Financial
Dallas,
Texas
|
$213K
|
-$33.4K
|
-618
|
-11%
|
|
|
2038
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$213K
|
-$8.48K
|
-157
|
-3%
|
|
|
2039
|
|
$213K
|
–
|
–
|
–
|
|
|
2040
|
WorldQuant Millennium Advisors
New York
|
$213K
|
+$260K
|
+4,821
|
New
|
|
|
2041
|
Sigma Investment Counselors
Northville,
Michigan
|
$212K
|
–
|
–
|
–
|
|
|
2042
|
WealthOne
Albany,
New York
|
$212K
|
+$7.02K
|
+130
|
+3%
|
|
|
2043
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$212K
|
+$7.99K
|
+148
|
+3%
|
|
|
2044
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$211K
|
-$1.57K
|
-29
|
-0.6%
|
|
|
2045
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$211K
|
+$216
|
+4
|
+0.1%
|
|
|
2046
|
Acropolis Investment Management
St. Louis,
Missouri
|
$211K
|
+$136K
|
+2,513
|
+112%
|
|
|
2047
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$210K
|
-$13.5K
|
-250
|
-5%
|
|
|
2048
|
NovaPoint Capital
Atlanta,
Georgia
|
$210K
|
–
|
–
|
–
|
|
|
2049
|
Hollow Brook Wealth Management
Katonah,
New York
|
$209K
|
–
|
–
|
–
|
|
|
2050
|
Wolverine Trading
Chicago,
Illinois
|
$208K
|
-$19.7M
|
-363,897
|
-99%
|
|
