|
2026
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
2027
|
WESPAC Advisors
Orinda,
California
|
$493K
|
+$496K
|
+1,380
|
New
|
|
|
2028
|
Asahi Life Asset Management
Tokyo,
Japan
|
$492K
|
-$737K
|
-2,050
|
-60%
|
|
|
2029
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$492K
|
-$13.7K
|
-38
|
-3%
|
|
|
2030
|
LGL Partners
Philadelphia,
Pennsylvania
|
$491K
|
-$1.1M
|
-3,049
|
-69%
|
|
|
2031
|
McIlrath & Eck
Arlington,
Washington
|
$491K
|
–
|
–
|
–
|
|
|
2032
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$489K
|
-$18K
|
-50
|
-4%
|
|
|
2033
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$489K
|
+$139K
|
+386
|
+39%
|
|
|
2034
|
Granite Investment Partners
El Segundo,
California
|
$487K
|
-$18K
|
-50
|
-4%
|
|
|
2035
|
Callan Capital
La Jolla,
California
|
$487K
|
+$25.2K
|
+70
|
+5%
|
|
|
2036
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$486K
|
-$37.7K
|
-105
|
-7%
|
|
|
2037
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$486K
|
-$5.03K
|
-14
|
-1%
|
|
|
2038
|
Delos Wealth Advisors
Dallas,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
2039
|
Hartford Financial Management
Hartford,
Connecticut
|
$484K
|
–
|
–
|
–
|
|
|
2040
|
Chatham Capital Group
Savannah,
Georgia
|
$482K
|
+$50.3K
|
+140
|
+12%
|
|
|
2041
|
D. Scott Neal
Lexington,
Kentucky
|
$482K
|
+$485K
|
+1,350
|
New
|
|
|
2042
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$482K
|
+$485K
|
+1,350
|
New
|
|
|
2043
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$481K
|
-$23.7K
|
-66
|
-5%
|
|
|
2044
|
Summit Asset Management
Memphis,
Tennessee
|
$480K
|
–
|
–
|
–
|
|
|
2045
|
Centerpoint Advisors
Needham,
Massachusetts
|
$480K
|
+$119K
|
+331
|
+33%
|
|
|
2046
|
DFPG Investments
Sandy,
Utah
|
$478K
|
+$8.99K
|
+25
|
+2%
|
|
|
2047
|
New World Advisors
Hingham,
Massachusetts
|
$478K
|
+$24.8K
|
+69
|
+6%
|
|
|
2048
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$477K
|
+$480K
|
+1,336
|
New
|
|
|
2049
|
WCM Investment Management
Laguna Beach,
California
|
$477K
|
+$113K
|
+313
|
+31%
|
|
|
2050
|
Silicon Valley Capital Partners
San Jose,
California
|
$476K
|
+$719
|
+2
|
+0.2%
|
|
