|
2026
|
Truvestments Capital
Sarasota,
Florida
|
$137K
|
+$66.3K
|
+264
|
+75%
|
|
|
2027
|
Gables Capital Management
Miami,
Florida
|
$134K
|
-$226K
|
-900
|
-60%
|
|
|
2028
|
First National Bank of South Miami
South Miami,
Florida
|
$134K
|
-$22.6K
|
-90
|
-13%
|
|
|
2029
|
Cribstone Capital Management
Augusta,
Maine
|
$134K
|
+$75.3K
|
+300
|
+100%
|
|
|
2030
|
CKW Financial Group
Honolulu,
Hawaii
|
$133K
|
+$25.6K
|
+102
|
+21%
|
|
|
2031
|
Hexavest
Montreal,
Quebec, Canada
|
$133K
|
+$147K
|
+585
|
+4,875%
|
|
|
2032
|
Spectrum Management Group
Indianapolis,
Indiana
|
$124K
|
+$3.01K
|
+12
|
+2%
|
|
|
2033
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$123K
|
-$27.9K
|
-111
|
-17%
|
|
|
2034
|
DB Wealth Management Group
San Diego,
California
|
$123K
|
+$82.1K
|
+327
|
+145%
|
|
|
2035
|
Financial Enhancement Group
Anderson,
Indiana
|
$122K
|
–
|
–
|
–
|
|
|
2036
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$122K
|
+$1.51K
|
+6
|
+1%
|
|
|
2037
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$117K
|
-$960K
|
-3,825
|
-88%
|
|
|
2038
|
Avion Wealth
The Woodlands,
Texas
|
$117K
|
–
|
–
|
–
|
|
|
2039
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
2040
|
CastleArk Alternatives
Chicago,
Illinois
|
$114K
|
-$3.59M
|
-14,310
|
-97%
|
|
|
2041
|
Founders Capital Management (Texas)
Houston,
Texas
|
$114K
|
+$48.2K
|
+192
|
+60%
|
|
|
2042
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$113K
|
–
|
–
|
–
|
|
|
2043
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$112K
|
+$7.53K
|
+30
|
+7%
|
|
|
2044
|
Hartford Financial Management
Hartford,
Connecticut
|
$110K
|
+$15.1K
|
+60
|
+14%
|
|
|
2045
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$106K
|
–
|
–
|
–
|
|
|
2046
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$104K
|
-$3.77K
|
-15
|
-3%
|
|
|
2047
|
Blume Capital Management
Berkeley,
California
|
$104K
|
–
|
–
|
–
|
|
|
2048
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$104K
|
+$117K
|
+465
|
New
|
|
|
2049
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$103K
|
+$4.52K
|
+18
|
+4%
|
|
|
2050
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$102K
|
-$16.6K
|
-66
|
-13%
|
|
