|
2026
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$6.21K
|
-$8.96K
|
-51
|
-60%
|
|
|
2027
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$6.21K
|
–
|
–
|
–
|
|
|
2028
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$6.03K
|
–
|
–
|
–
|
|
|
2029
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$5.59K
|
–
|
–
|
–
|
|
|
2030
|
|
$5.48K
|
-$16K
|
-91
|
-75%
|
|
|
2031
|
TFC Financial Management
Boston,
Massachusetts
|
$5.48K
|
–
|
–
|
–
|
|
|
2032
|
First Pacific Financial
Vancouver,
Washington
|
$4.4K
|
–
|
–
|
–
|
|
|
2033
|
Horizon Bancorp
Michigan City,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
2034
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.92K
|
-$14.9K
|
-85
|
-84%
|
|
|
2035
|
Activest Wealth Management
Aventure,
Florida
|
$2.62K
|
–
|
–
|
–
|
|
|
2036
|
Bear Mountain Capital
Seattle,
Washington
|
$2.43K
|
-$1.93K
|
-11
|
-44%
|
|
|
2037
|
Evolution Advisers
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
2038
|
Truvestments Capital
Sarasota,
Florida
|
$1.83K
|
–
|
–
|
–
|
|
|
2039
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.83K
|
–
|
–
|
–
|
|
|
2040
|
LGT Financial Advisors
Dallas,
Texas
|
$1.83K
|
+$176
|
+1
|
+11%
|
|
|
2041
|
Citadel Advisors
Miami,
Florida
|
$1.1K
|
-$920K
|
-5,237
|
-100%
|
|
|
2042
|
Country Trust Bank
Bloomington,
Illinois
|
$289
|
–
|
–
|
–
|
|
|
2043
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
–
|
-$34.3M
|
-195,057
|
Closed
|
|
|
2044
|
Arlington Partners
Birmingham,
Alabama
|
–
|
-$32.1M
|
-188,496
|
Closed
|
|
|
2045
|
Advanced Research Investment Solutions
Los Angeles,
California
|
–
|
-$11.8M
|
-69,207
|
Closed
|
|
|
2046
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$9.76M
|
-57,277
|
Closed
|
|
|
2047
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$9.51M
|
-55,829
|
Closed
|
|
|
2048
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$7.16M
|
-42,200
|
Closed
|
|
|
2049
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$5.55M
|
-32,575
|
Closed
|
|
|
2050
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
–
|
-$5.05M
|
-31,362
|
Closed
|
|
