|
2026
|
Tortoise Investment Management
White Plains,
New York
|
$29K
|
–
|
–
|
–
|
|
|
2027
|
Steph & Co
Marinette,
Wisconsin
|
$28K
|
-$2.06K
|
-12
|
-8%
|
|
|
2028
|
Sittner & Nelson
Eugene,
Oregon
|
$28K
|
+$3.26K
|
+19
|
+15%
|
|
|
2029
|
AllSquare Wealth Management
Albany,
New York
|
$27K
|
–
|
–
|
–
|
|
|
2030
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$26K
|
-$1.05M
|
-6,147
|
-98%
|
|
|
2031
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$26K
|
+$4.46K
|
+26
|
+24%
|
|
|
2032
|
RBC Europe
London,
United Kingdom
|
$24.7K
|
+$8.58K
|
+50
|
+63%
|
|
|
2033
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$24K
|
+$8.58K
|
+50
|
+67%
|
|
|
2034
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$21K
|
-$4.66M
|
-27,145
|
Closed
|
|
|
2035
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
2036
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$21K
|
+$4.63K
|
+27
|
+33%
|
|
|
2037
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$19K
|
-$6.01K
|
-35
|
-26%
|
|
|
2038
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$18K
|
+$2.57K
|
+15
|
+19%
|
|
|
2039
|
Lenox Wealth Advisors
New York
|
$18K
|
+$16K
|
+93
|
+3,100%
|
|
|
2040
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
2041
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
2042
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$17K
|
+$15.6K
|
+91
|
New
|
|
|
2043
|
ADE LLC
Baltimore,
Maryland
|
$16K
|
–
|
–
|
–
|
|
|
2044
|
Financial Enhancement Group
Anderson,
Indiana
|
$16K
|
–
|
–
|
–
|
|
|
2045
|
Better Money Decisions
Santa Fe,
New Mexico
|
$15K
|
+$13.6K
|
+79
|
New
|
|
|
2046
|
Tucker Asset Management
Littleton,
Colorado
|
$13.1K
|
+$10.1K
|
+59
|
+590%
|
|
|
2047
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$13K
|
-$515
|
-3
|
-4%
|
|
|
2048
|
Evolution Wealth Advisors
Aventura,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
2049
|
Gables Capital Management
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
2050
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$13K
|
–
|
–
|
–
|
|
