|
2026
|
Sargent Investment Group
Bethesda,
Maryland
|
$470K
|
–
|
–
|
–
|
|
|
2027
|
Addison Advisors
Middlebury,
Vermont
|
$470K
|
+$3.73K
|
+60
|
+0.7%
|
|
|
2028
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
2029
|
Tarbox Family Office
Newport Beach,
California
|
$468K
|
-$147K
|
-2,362
|
-24%
|
|
|
2030
|
Cypress Wealth Services
Palm Desert,
California
|
$468K
|
-$2.36K
|
-38
|
-0.4%
|
|
|
2031
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$467K
|
-$20.5K
|
-330
|
-4%
|
|
|
2032
|
Cooper Financial Group
Irvine,
California
|
$467K
|
+$25.2K
|
+405
|
+5%
|
|
|
2033
|
Yarbrough Capital
Franklin,
Tennessee
|
$465K
|
–
|
–
|
–
|
|
|
2034
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$465K
|
+$9.26K
|
+149
|
+2%
|
|
|
2035
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$465K
|
+$14.2K
|
+228
|
+3%
|
|
|
2036
|
Corundum Group
Colorado Springs,
Colorado
|
$465K
|
+$31.3K
|
+503
|
+6%
|
|
|
2037
|
Bienville Capital Management
New York
|
$463K
|
–
|
–
|
–
|
|
|
2038
|
Ranch Capital Advisors
Sarasota,
Florida
|
$463K
|
+$249
|
+4
|
+0%
|
|
|
2039
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$462K
|
-$29.6K
|
-477
|
-5%
|
|
|
2040
|
Sovereign Financial Group
Stamford,
Connecticut
|
$462K
|
+$2.49K
|
+40
|
+0.5%
|
|
|
2041
|
Infrastructure Capital Advisors
New York
|
$460K
|
+$511K
|
+8,220
|
New
|
|
|
2042
|
Jennison Associates
New York
|
$459K
|
-$1.78M
|
-28,639
|
-78%
|
|
|
2043
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$458K
|
–
|
–
|
–
|
|
|
2044
|
Shufro Rose & Co
New York
|
$457K
|
+$15.5K
|
+249
|
+3%
|
|
|
2045
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$457K
|
+$507K
|
+8,160
|
New
|
|
|
2046
|
Acropolis Investment Management
St. Louis,
Missouri
|
$455K
|
-$78K
|
-1,255
|
-13%
|
|
|
2047
|
First Bancorp
Damariscotta,
Maine
|
$455K
|
+$18K
|
+289
|
+4%
|
|
|
2048
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$454K
|
+$61.2K
|
+984
|
+14%
|
|
|
2049
|
NovaPoint Capital
Atlanta,
Georgia
|
$452K
|
+$3.42K
|
+55
|
+0.7%
|
|
|
2050
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$452K
|
+$51.6K
|
+830
|
+12%
|
|
