|
2026
|
Newton One Investments
Newark,
Delaware
|
$32K
|
–
|
–
|
–
|
|
|
2027
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$31K
|
-$142
|
-1
|
-0.4%
|
|
|
2028
|
Disciplined Investments
Tulsa,
Oklahoma
|
$30K
|
–
|
–
|
–
|
|
|
2029
|
Pin Oak Investment Advisors
Houston,
Texas
|
$30K
|
–
|
–
|
–
|
|
|
2030
|
Centerpoint Advisors
Needham,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
2031
|
Bray Capital Advisors
Naples,
Florida
|
$29K
|
+$18.2K
|
+128
|
+128%
|
|
|
2032
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$27K
|
+$16.3K
|
+115
|
+117%
|
|
|
2033
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$26K
|
–
|
–
|
–
|
|
|
2034
|
Financial Advantage
Columbia,
Maryland
|
$26K
|
–
|
–
|
–
|
|
|
2035
|
Firestone Capital Management
Coral Gables,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
2036
|
Financial Enhancement Group
Anderson,
Indiana
|
$26K
|
+$28.4K
|
+200
|
New
|
|
|
2037
|
Truehand Inc
Strafford,
New Hampshire
|
$25K
|
–
|
–
|
–
|
|
|
2038
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$25K
|
+$6.38K
|
+45
|
+31%
|
|
|
2039
|
O'Dell Group
Cincinnati,
Ohio
|
$25K
|
+$27.4K
|
+193
|
New
|
|
|
2040
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$24K
|
+$14.9K
|
+105
|
+135%
|
|
|
2041
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$23K
|
–
|
–
|
–
|
|
|
2042
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$22K
|
+$2.13K
|
+15
|
+9%
|
|
|
2043
|
Tortoise Investment Management
White Plains,
New York
|
$20K
|
–
|
–
|
–
|
|
|
2044
|
Raffa Wealth Management
Washington,
District of Columbia
|
$19.7K
|
–
|
–
|
–
|
|
|
2045
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
2046
|
Sterling Financial Planning
Sparta,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
2047
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$19K
|
–
|
–
|
–
|
|
|
2048
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$19K
|
+$21.3K
|
+150
|
New
|
|
|
2049
|
Crewe Advisors
Salt Lake City,
Utah
|
$18K
|
-$5.96K
|
-42
|
-23%
|
|
|
2050
|
Acima Private Wealth
Richmond,
Virginia
|
$18K
|
–
|
–
|
–
|
|
