|
2026
|
Portfolio Solutions
Royal Oak,
Michigan
|
$107K
|
+$3.32K
|
+66
|
+3%
|
|
|
2027
|
Credit Agricole
Montrouge Cedex,
France
|
$105K
|
-$242K
|
-4,808
|
-69%
|
|
|
2028
|
Tortoise Investment Management
White Plains,
New York
|
$101K
|
–
|
–
|
–
|
|
|
2029
|
EII Capital Management
New York
|
$100K
|
+$105K
|
+2,092
|
New
|
|
|
2030
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$97K
|
-$7.39K
|
-147
|
-7%
|
|
|
2031
|
ArchPoint Investors
Coral Gables,
Florida
|
$96K
|
–
|
–
|
–
|
|
|
2032
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$94K
|
–
|
–
|
–
|
|
|
2033
|
West Paces Advisors
Atlanta,
Georgia
|
$93.6K
|
-$23.6K
|
-470
|
-19%
|
|
|
2034
|
EARNEST Partners
Atlanta,
Georgia
|
$93K
|
–
|
–
|
–
|
|
|
2035
|
Trust Company
Manhattan,
Kansas
|
$91K
|
+$26.2K
|
+522
|
+38%
|
|
|
2036
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$90K
|
-$754
|
-15
|
-0.8%
|
|
|
2037
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$89K
|
–
|
–
|
–
|
|
|
2038
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$89K
|
+$19K
|
+379
|
+25%
|
|
|
2039
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$89K
|
+$93.5K
|
+1,860
|
New
|
|
|
2040
|
Thompson Davis & Co
Richmond,
Virginia
|
$85K
|
-$26.4K
|
-525
|
-23%
|
|
|
2041
|
Simon Quick Advisors
Morristown,
New Jersey
|
$84K
|
-$4.37K
|
-87
|
-5%
|
|
|
2042
|
Fusion Family Wealth
Woodbury,
New York
|
$82K
|
–
|
–
|
–
|
|
|
2043
|
Oak Point Wealth Management
Portage,
Michigan
|
$81K
|
-$366K
|
-7,279
|
-81%
|
|
|
2044
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$81K
|
-$3.97K
|
-79
|
-4%
|
|
|
2045
|
Price Wealth
Austin,
Texas
|
$81K
|
+$45.8K
|
+912
|
+118%
|
|
|
2046
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$79.9K
|
-$1.33M
|
-26,407
|
-94%
|
|
|
2047
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$79K
|
-$20.1K
|
-400
|
-20%
|
|
|
2048
|
Townsend & Associates
Westminster,
Colorado
|
$78K
|
+$754
|
+15
|
+0.9%
|
|
|
2049
|
D'Orazio & Associates
Falls Church,
Virginia
|
$74K
|
-$52K
|
-1,035
|
-40%
|
|
|
2050
|
American Beacon Advisors
Irving,
Texas
|
$74K
|
+$4.37K
|
+87
|
+6%
|
|
