|
2026
|
Westfuller Advisors
New York
|
$164K
|
+$153K
|
+303
|
+2,331%
|
|
|
2027
|
Godfrey Financial Associates
Glenmont,
New York
|
$164K
|
–
|
–
|
–
|
|
|
2028
|
Private Wealth Management Group
Princeton,
New Jersey
|
$164K
|
-$4.05K
|
-8
|
-2%
|
|
|
2029
|
Westside Investment Management
Santa Monica,
California
|
$162K
|
–
|
–
|
–
|
|
|
2030
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$159K
|
–
|
–
|
–
|
|
|
2031
|
|
$156K
|
–
|
–
|
–
|
|
|
2032
|
Blume Capital Management
Berkeley,
California
|
$156K
|
-$5.07K
|
-10
|
-3%
|
|
|
2033
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$156K
|
–
|
–
|
–
|
|
|
2034
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$150K
|
-$506
|
-1
|
-0.3%
|
|
|
2035
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$150K
|
+$5.07K
|
+10
|
+4%
|
|
|
2036
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$149K
|
-$72.9K
|
-144
|
-33%
|
|
|
2037
|
Fortitude Family Office
Scottsdale,
Arizona
|
$147K
|
+$1.52K
|
+3
|
+1%
|
|
|
2038
|
NI Acquisitions Company
Lemoyne,
Pennsylvania
|
$147K
|
+$144K
|
+284
|
New
|
|
|
2039
|
S.A. Mason
Holland,
Michigan
|
$145K
|
+$10.1K
|
+20
|
+8%
|
|
|
2040
|
BankPlus Trust Department
Jackson,
Mississippi
|
$145K
|
–
|
–
|
–
|
|
|
2041
|
Physician Wealth Advisors
Midvale,
Utah
|
$144K
|
+$13.7K
|
+27
|
+11%
|
|
|
2042
|
Axiom Investment Management
New York
|
$142K
|
-$3.04K
|
-6
|
-2%
|
|
|
2043
|
Chesapeake Asset Management
New York
|
$140K
|
+$1.52K
|
+3
|
+1%
|
|
|
2044
|
Fedenia Advisers
Madison,
Wisconsin
|
$139K
|
+$136K
|
+268
|
New
|
|
|
2045
|
J. Safra Asset Management
New York
|
$139K
|
-$48.6K
|
-96
|
-26%
|
|
|
2046
|
GoalVest Advisory
New York
|
$136K
|
–
|
–
|
–
|
|
|
2047
|
Covestor
London,
United Kingdom
|
$133K
|
+$1.52K
|
+3
|
+1%
|
|
|
2048
|
McDonald Partners
Cleveland,
Ohio
|
$131K
|
+$128K
|
+253
|
New
|
|
|
2049
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$130K
|
–
|
–
|
–
|
|
|
2050
|
IMA Advisory Services
Denver,
Colorado
|
$130K
|
+$114K
|
+225
|
+900%
|
|
