|
2026
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$150K
|
-$12.9M
|
-142,232
|
-7%
|
|
|
2027
|
American Research & Management Company
Marion,
Massachusetts
|
$150K
|
+$3.44K
|
+38
|
+2%
|
|
|
2028
|
Valley Wealth Managers
Paramus,
New Jersey
|
$145K
|
-$88.3K
|
-976
|
-35%
|
|
|
2029
|
Credit Agricole
Montrouge Cedex,
France
|
$141K
|
–
|
–
|
–
|
|
|
2030
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$141K
|
+$9.69K
|
+107
|
+7%
|
|
|
2031
|
Oxler Private Wealth
Rye Brook,
New York
|
$138K
|
+$815
|
+9
|
+0.5%
|
|
|
2032
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$136K
|
+$39.1K
|
+432
|
+35%
|
|
|
2033
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$135K
|
–
|
–
|
–
|
|
|
2034
|
Clean Yield Group
Norwich,
Vermont
|
$134K
|
–
|
–
|
–
|
|
|
2035
|
Creative Financial Designs
Kokomo,
Indiana
|
$134K
|
+$1.99K
|
+22
|
+1%
|
|
|
2036
|
Tortoise Investment Management
White Plains,
New York
|
$130K
|
-$2.63K
|
-29
|
-2%
|
|
|
2037
|
First Personal Financial Services
Charlotte,
North Carolina
|
$129K
|
-$15.6K
|
-172
|
-10%
|
|
|
2038
|
Rock Creek Group
Washington,
District of Columbia
|
$129K
|
+$1.27K
|
+14
|
+0.9%
|
|
|
2039
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$128K
|
-$54.3K
|
-600
|
-28%
|
|
|
2040
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$127K
|
+$272
|
+3
|
+0.2%
|
|
|
2041
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$127K
|
+$16.8K
|
+186
|
+14%
|
|
|
2042
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$126K
|
-$20.9K
|
-231
|
-13%
|
|
|
2043
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$126K
|
-$7.96K
|
-88
|
-5%
|
|
|
2044
|
Oakmont Corp
Los Angeles,
California
|
$126K
|
–
|
–
|
–
|
|
|
2045
|
TFC Financial Management
Boston,
Massachusetts
|
$126K
|
+$6.25K
|
+69
|
+5%
|
|
|
2046
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$125K
|
-$251K
|
-2,770
|
-65%
|
|
|
2047
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$125K
|
+$11.4K
|
+126
|
+9%
|
|
|
2048
|
PrairieView Partners
St. Paul,
Minnesota
|
$124K
|
–
|
–
|
–
|
|
|
2049
|
Vestor Capital
Chicago,
Illinois
|
$124K
|
+$21.6K
|
+239
|
+19%
|
|
|
2050
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$123K
|
+$40.2K
|
+444
|
+42%
|
|
