|
2026
|
J.W. Burns & Co
Dewitt,
New York
|
$263K
|
–
|
–
|
–
|
|
|
2027
|
WFA of San Diego
San Diego,
California
|
$262K
|
-$1.5M
|
-4,599
|
-86%
|
|
|
2028
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$262K
|
-$6.83K
|
-21
|
-3%
|
|
|
2029
|
Benin Management Corp
Wilton,
Connecticut
|
$262K
|
–
|
–
|
–
|
|
|
2030
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$261K
|
-$45.5K
|
-140
|
-15%
|
|
|
2031
|
Fortis Advisors
Wayne,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
2032
|
First American Trust
Santa Ana,
California
|
$261K
|
+$8.45K
|
+26
|
+3%
|
|
|
2033
|
Permanens Capital
New York
|
$261K
|
+$121K
|
+372
|
+93%
|
|
|
2034
|
Iridian Asset Management
Westport,
Connecticut
|
$260K
|
+$250K
|
+769
|
New
|
|
|
2035
|
Jones Financial Companies
Des Peres,
Missouri
|
$260K
|
+$250K
|
+769
|
New
|
|
|
2036
|
First Financial Corp
Terre Haute,
Indiana
|
$259K
|
–
|
–
|
–
|
|
|
2037
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$258K
|
+$325
|
+1
|
+0.1%
|
|
|
2038
|
Trellis Advisors
Ellensburg,
Washington
|
$257K
|
+$3.9K
|
+12
|
+2%
|
|
|
2039
|
Frisch Financial Group
Melville,
New York
|
$257K
|
+$11.7K
|
+36
|
+5%
|
|
|
2040
|
Berkeley Capital Partners
Milton,
Georgia
|
$257K
|
+$247K
|
+761
|
New
|
|
|
2041
|
Peregrine Asset Advisers
Portland,
Oregon
|
$255K
|
–
|
–
|
–
|
|
|
2042
|
Vectors Research Management
New York
|
$254K
|
-$142K
|
-436
|
-37%
|
|
|
2043
|
Falcon Point Capital
San Francisco,
California
|
$254K
|
-$32.5K
|
-100
|
-12%
|
|
|
2044
|
Bellevue Asset Management
Bellevue,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
2045
|
Congress Park Capital
Saratoga Springs,
New York
|
$254K
|
–
|
–
|
–
|
|
|
2046
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$254K
|
–
|
–
|
–
|
|
|
2047
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$253K
|
+$5.53K
|
+17
|
+2%
|
|
|
2048
|
Financial Perspectives
Minneapolis,
Minnesota
|
$252K
|
+$86.8K
|
+267
|
+56%
|
|
|
2049
|
Tiemann Investment Advisors
Menlo Park,
California
|
$251K
|
-$3.25K
|
-10
|
-1%
|
|
|
2050
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$250K
|
-$30.2K
|
-93
|
-11%
|
|
