|
2026
|
Credit Agricole
Montrouge Cedex,
France
|
$704K
|
-$64.9K
|
-1,243
|
-8%
|
|
|
2027
|
Darwin Wealth Management
Tampa,
Florida
|
$704K
|
-$14.7K
|
-281
|
-2%
|
|
|
2028
|
Guild Investment Management
Los Angeles,
California
|
$704K
|
+$63.9K
|
+1,225
|
+10%
|
|
|
2029
|
Stansberry Asset Management
Westlake,
Texas
|
$704K
|
+$150K
|
+2,874
|
+27%
|
|
|
2030
|
St. Johns Investment Management
Jacksonville,
Florida
|
$702K
|
-$28.9K
|
-553
|
-4%
|
|
|
2031
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$701K
|
-$528K
|
-10,124
|
-43%
|
|
|
2032
|
Hudson Value Partners
Palm Beach,
Florida
|
$700K
|
-$228K
|
-4,375
|
-25%
|
|
|
2033
|
First Bancorp
Damariscotta,
Maine
|
$700K
|
-$11.5K
|
-221
|
-2%
|
|
|
2034
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$698K
|
+$79.8K
|
+1,530
|
+13%
|
|
|
2035
|
Ignite Planners
San Clemente,
California
|
$698K
|
+$681K
|
+13,055
|
New
|
|
|
2036
|
S&CO Inc
Boston,
Massachusetts
|
$695K
|
-$5.37K
|
-103
|
-0.8%
|
|
|
2037
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$692K
|
-$653K
|
-12,519
|
-48%
|
|
|
2038
|
Tiemann Investment Advisors
Menlo Park,
California
|
$692K
|
-$40.4K
|
-775
|
-5%
|
|
|
2039
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$691K
|
+$30.5K
|
+585
|
+5%
|
|
|
2040
|
Boyar Asset Management
New York
|
$691K
|
+$59.5K
|
+1,140
|
+9%
|
|
|
2041
|
Wealth Advisors
Rancho Santa Fe,
California
|
$690K
|
-$168K
|
-3,215
|
-20%
|
|
|
2042
|
Avity Investment Management
Greenwich,
Connecticut
|
$690K
|
-$147K
|
-2,817
|
-18%
|
|
|
2043
|
Security Asset Management
New York
|
$687K
|
-$183K
|
-3,504
|
-21%
|
|
|
2044
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$687K
|
-$62.2K
|
-1,192
|
-8%
|
|
|
2045
|
Antonetti Capital Management
Naples,
Florida
|
$687K
|
-$40.2K
|
-770
|
-6%
|
|
|
2046
|
Key Financial Inc
West Chester,
Pennsylvania
|
$686K
|
-$44.8K
|
-859
|
-6%
|
|
|
2047
|
Magnus Financial Group
New York
|
$686K
|
+$35K
|
+670
|
+5%
|
|
|
2048
|
Steph & Co
Marinette,
Wisconsin
|
$686K
|
+$161K
|
+3,095
|
+31%
|
|
|
2049
|
Encompass Wealth Advisors
Portland,
Oregon
|
$683K
|
+$30.4K
|
+582
|
+5%
|
|
|
2050
|
Kingfisher Capital
Charlotte,
North Carolina
|
$682K
|
-$58.9K
|
-1,128
|
-8%
|
|
