|
2026
|
Patten & Patten
Chattanooga,
Tennessee
|
$307K
|
+$968
|
+2
|
+0.3%
|
|
|
2027
|
Bristlecone Advisors
Bellevue,
Washington
|
$307K
|
-$19.4K
|
-40
|
-6%
|
|
|
2028
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
2029
|
Platform Technology Partners
New York
|
$306K
|
+$2.42K
|
+5
|
+0.9%
|
|
|
2030
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$306K
|
+$5.32K
|
+11
|
+2%
|
|
|
2031
|
Asio Capital
Lexington,
Kentucky
|
$305K
|
-$2.9K
|
-6
|
-1%
|
|
|
2032
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$305K
|
-$2.9K
|
-6
|
-1%
|
|
|
2033
|
Madison Asset Management
Madison,
Wisconsin
|
$305K
|
-$3.39K
|
-7
|
-1%
|
|
|
2034
|
Isthmus Partners
Madison,
Wisconsin
|
$304K
|
–
|
–
|
–
|
|
|
2035
|
Peregrine Asset Advisers
Portland,
Oregon
|
$303K
|
-$719K
|
-1,485
|
-72%
|
|
|
2036
|
LongView Wealth Management
Atlanta,
Georgia
|
$303K
|
+$270K
|
+558
|
New
|
|
|
2037
|
Weatherly Asset Management
Del Mar,
California
|
$301K
|
-$36.3K
|
-75
|
-12%
|
|
|
2038
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$301K
|
–
|
–
|
–
|
|
|
2039
|
Planned Solutions
Folsom,
California
|
$301K
|
–
|
–
|
–
|
|
|
2040
|
|
$299K
|
+$106K
|
+220
|
+64%
|
|
|
2041
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
2042
|
Sherbrooke Park Advisers
White Plains,
New York
|
$298K
|
+$272K
|
+562
|
New
|
|
|
2043
|
OneAscent Financial Services
Birmingham,
Alabama
|
$298K
|
-$6.78K
|
-14
|
-2%
|
|
|
2044
|
West Paces Advisors
Atlanta,
Georgia
|
$297K
|
+$6.78K
|
+14
|
+3%
|
|
|
2045
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$297K
|
-$88.1K
|
-182
|
-25%
|
|
|
2046
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$295K
|
+$269K
|
+556
|
New
|
|
|
2047
|
|
$295K
|
+$270K
|
+557
|
New
|
|
|
2048
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
2049
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$295K
|
+$2.9K
|
+6
|
+1%
|
|
|
2050
|
Strategic Financial Services
Utica,
New York
|
$295K
|
-$48.4K
|
-100
|
-15%
|
|
