|
2026
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$396K
|
–
|
–
|
–
|
|
|
2027
|
Crewe Advisors
Salt Lake City,
Utah
|
$396K
|
+$50.7K
|
+153
|
+12%
|
|
|
2028
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$396K
|
+$71.3K
|
+215
|
+18%
|
|
|
2029
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$395K
|
–
|
–
|
–
|
|
|
2030
|
Tempus Wealth Planning
Irvine,
California
|
$395K
|
+$460K
|
+1,389
|
New
|
|
|
2031
|
Paloma Partners
Greenwich,
Connecticut
|
$393K
|
-$5.38M
|
-16,216
|
-92%
|
|
|
2032
|
Aries Wealth Management
Portland,
Maine
|
$393K
|
-$10.3K
|
-31
|
-3%
|
|
|
2033
|
Sterling Investment Counsel
Buffalo,
New York
|
$393K
|
–
|
–
|
–
|
|
|
2034
|
KB Financial Partners
Princeton,
New Jersey
|
$392K
|
+$25.2K
|
+76
|
+6%
|
|
|
2035
|
Fortem Financial Group
Palm Desert,
California
|
$391K
|
-$112K
|
-338
|
-20%
|
|
|
2036
|
Skylands Capital
Milwaukee,
Wisconsin
|
$391K
|
–
|
–
|
–
|
|
|
2037
|
Silver Oak Securities
Jackson,
Tennessee
|
$390K
|
-$465K
|
-1,403
|
-59%
|
|
|
2038
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$390K
|
+$12.6K
|
+38
|
+3%
|
|
|
2039
|
Norway Savings Bank
Portland,
Maine
|
$389K
|
-$8.29K
|
-25
|
-2%
|
|
|
2040
|
Jones Financial Companies
Des Peres,
Missouri
|
$388K
|
-$24.9K
|
-75
|
-5%
|
|
|
2041
|
Byrne Asset Management
Kingston,
New Jersey
|
$388K
|
–
|
–
|
–
|
|
|
2042
|
Callan Capital
La Jolla,
California
|
$388K
|
–
|
–
|
–
|
|
|
2043
|
Granite Investment Partners
El Segundo,
California
|
$388K
|
–
|
–
|
–
|
|
|
2044
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$386K
|
+$10.3K
|
+31
|
+2%
|
|
|
2045
|
Blue Barn Wealth
Orem,
Utah
|
$386K
|
+$60.3K
|
+182
|
+15%
|
|
|
2046
|
Hartford Financial Management
Hartford,
Connecticut
|
$385K
|
–
|
–
|
–
|
|
|
2047
|
CNB Bank
Clearfield,
Pennsylvania
|
$384K
|
-$1.33K
|
-4
|
-0.3%
|
|
|
2048
|
D. Scott Neal
Lexington,
Kentucky
|
$384K
|
–
|
–
|
–
|
|
|
2049
|
MV Capital Management
Bethesda,
Maryland
|
$384K
|
+$2.65K
|
+8
|
+0.6%
|
|
|
2050
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$383K
|
-$3.98K
|
-12
|
-0.9%
|
|
