|
2026
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$770K
|
-$1.63K
|
-10
|
-0.2%
|
|
|
2027
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$770K
|
-$60.3K
|
-371
|
-7%
|
|
|
2028
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$769K
|
-$39.8K
|
-245
|
-4%
|
|
|
2029
|
Oasis Advisors
Forest City,
Iowa
|
$767K
|
+$849K
|
+5,222
|
New
|
|
|
2030
|
Fell Capital Management
Newport Beach,
California
|
$767K
|
-$40.6K
|
-250
|
-5%
|
|
|
2031
|
Lodestone Wealth Management
Spokane,
Washington
|
$767K
|
+$1.95K
|
+12
|
+0.2%
|
|
|
2032
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$766K
|
-$14.8K
|
-91
|
-2%
|
|
|
2033
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$766K
|
-$66.3K
|
-408
|
-7%
|
|
|
2034
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$765K
|
-$88.1K
|
-542
|
-9%
|
|
|
2035
|
Aspiring Ventures
Cincinnati,
Ohio
|
$765K
|
+$246K
|
+1,513
|
+41%
|
|
|
2036
|
Income Insurance Ltd
Singapore,
|
$765K
|
–
|
–
|
–
|
|
|
2037
|
Appleton Partners
Boston,
Massachusetts
|
$764K
|
-$154K
|
-948
|
-15%
|
|
|
2038
|
SNS Financial Group
Minneapolis,
Minnesota
|
$764K
|
+$18.5K
|
+114
|
+2%
|
|
|
2039
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$764K
|
+$104K
|
+640
|
+14%
|
|
|
2040
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$762K
|
+$21.3K
|
+131
|
+3%
|
|
|
2041
|
Gray Private Wealth
Canton,
Massachusetts
|
$762K
|
-$13K
|
-80
|
-2%
|
|
|
2042
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$761K
|
+$14.8K
|
+91
|
+2%
|
|
|
2043
|
Doliver Advisors
Houston,
Texas
|
$760K
|
+$36.6K
|
+225
|
+5%
|
|
|
2044
|
West Family Investments
Carlsbad,
California
|
$759K
|
+$33K
|
+203
|
+4%
|
|
|
2045
|
Purpose Unlimited Inc
Toronto,
|
$759K
|
+$487K
|
+2,998
|
+139%
|
|
|
2046
|
|
$758K
|
-$5.2K
|
-32
|
-0.6%
|
|
|
2047
|
Carter Financial Group
Barrington,
Illinois
|
$758K
|
-$40.3K
|
-248
|
-5%
|
|
|
2048
|
Unifi Asset Management
New York
|
$758K
|
+$837K
|
+5,152
|
New
|
|
|
2049
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$758K
|
+$1.63K
|
+10
|
+0.2%
|
|
|
2050
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$758K
|
+$6.5K
|
+40
|
+0.8%
|
|
