|
2026
|
Axiom Investment Management
New York
|
$237K
|
+$231K
|
+3,584
|
New
|
|
|
2027
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$236K
|
+$231K
|
+3,583
|
New
|
|
|
2028
|
Shum Financial Group
Alameda,
California
|
$236K
|
–
|
–
|
–
|
|
|
2029
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$236K
|
+$230K
|
+3,575
|
New
|
|
|
2030
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$236K
|
+$230K
|
+3,573
|
New
|
|
|
2031
|
Aries Wealth Management
Portland,
Maine
|
$236K
|
–
|
–
|
–
|
|
|
2032
|
Portfolio Design Labs
Encino,
California
|
$235K
|
-$20.8K
|
-323
|
-8%
|
|
|
2033
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$235K
|
+$229K
|
+3,560
|
New
|
|
|
2034
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$235K
|
+$643
|
+10
|
+0.3%
|
|
|
2035
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
2036
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$234K
|
+$2K
|
+31
|
+0.9%
|
|
|
2037
|
|
$233K
|
+$143K
|
+2,216
|
+168%
|
|
|
2038
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$232K
|
+$22.1K
|
+344
|
+11%
|
|
|
2039
|
Asset One Wealth Management
Bellevue,
Washington
|
$232K
|
+$231K
|
+3,591
|
New
|
|
|
2040
|
Acima Private Wealth
Richmond,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
2041
|
Douglas Lane & Associates
New York
|
$231K
|
-$11.6K
|
-180
|
-5%
|
|
|
2042
|
|
$231K
|
–
|
–
|
–
|
|
|
2043
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$231K
|
–
|
–
|
–
|
|
|
2044
|
River Street Advisors
Aurora,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
2045
|
Voya Financial Advisors
Windsor,
Connecticut
|
$230K
|
+$222K
|
+3,455
|
New
|
|
|
2046
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$230K
|
-$22.2K
|
-345
|
-9%
|
|
|
2047
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$229K
|
-$18.3K
|
-285
|
-8%
|
|
|
2048
|
Bravera Wealth
Bismarck,
North Dakota
|
$229K
|
–
|
–
|
–
|
|
|
2049
|
Hudock Inc
Williamsport,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
2050
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$229K
|
-$47.7K
|
-741
|
-18%
|
|
