|
2026
|
Relative Value Partners Group
|
$280K
|
–
|
–
|
–
|
|
|
2027
|
S&CO Inc
Boston,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
2028
|
Van Strum & Towne
San Francisco,
California
|
$280K
|
–
|
–
|
–
|
|
|
2029
|
Accredited Investors
Edina,
Minnesota
|
$280K
|
+$29.7K
|
+669
|
+13%
|
|
|
2030
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$279K
|
-$2.13K
|
-48
|
-0.8%
|
|
|
2031
|
Oppenheimer & Close
New York
|
$279K
|
–
|
–
|
–
|
|
|
2032
|
Marcum Wealth
Cleveland,
Ohio
|
$279K
|
+$10.7K
|
+240
|
+4%
|
|
|
2033
|
Summit Trail Advisors
New York
|
$278K
|
+$250K
|
+5,622
|
New
|
|
|
2034
|
Willow Creek Wealth Management
Sebastopol,
California
|
$275K
|
-$10.5K
|
-237
|
-4%
|
|
|
2035
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$274K
|
-$667
|
-15
|
-0.3%
|
|
|
2036
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$274K
|
+$35.3K
|
+795
|
+16%
|
|
|
2037
|
Ballast Advisors
Woodbury,
Minnesota
|
$273K
|
–
|
–
|
–
|
|
|
2038
|
Horizon Investment Services
Hammond,
Indiana
|
$273K
|
+$6.67K
|
+150
|
+3%
|
|
|
2039
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$272K
|
+$3.47K
|
+78
|
+1%
|
|
|
2040
|
Aspire Private Capital
Cornelius,
North Carolina
|
$272K
|
+$140K
|
+3,144
|
+117%
|
|
|
2041
|
Barrett Asset Management
New York
|
$271K
|
+$78K
|
+1,755
|
+43%
|
|
|
2042
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$269K
|
-$40K
|
-900
|
-14%
|
|
|
2043
|
Advisors Management Group
La Crosse,
Wisconsin
|
$269K
|
–
|
–
|
–
|
|
|
2044
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$268K
|
-$15.9K
|
-357
|
-6%
|
|
|
2045
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
2046
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$267K
|
–
|
–
|
–
|
|
|
2047
|
Red Cedar Capital
Omaha,
Nebraska
|
$267K
|
–
|
–
|
–
|
|
|
2048
|
Center for Financial Planning
Southfied,
Michigan
|
$266K
|
-$3.33K
|
-75
|
-1%
|
|
|
2049
|
Element Wealth
Ridgeland,
Mississippi
|
$265K
|
-$20.5K
|
-462
|
-8%
|
|
|
2050
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$264K
|
–
|
–
|
–
|
|
