|
2026
|
Community Financial Services Group
Newport,
Vermont
|
$3.59K
|
+$3.89K
|
+68
|
New
|
|
|
2027
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.19K
|
-$11K
|
-192
|
-76%
|
|
|
2028
|
WealthCollab
Bellevue,
Washington
|
$2.71K
|
+$2.92K
|
+51
|
New
|
|
|
2029
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.66K
|
–
|
–
|
–
|
|
|
2030
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$2.52K
|
+$2.69K
|
+47
|
New
|
|
|
2031
|
1 North Wealth Services
Annapolis,
Maryland
|
$2.5K
|
+$2.69K
|
+47
|
New
|
|
|
2032
|
3Chopt Investment Partners
Richmond,
Virginia
|
$2.12K
|
–
|
–
|
–
|
|
|
2033
|
Lavaca Capital
Houston,
Texas
|
$1.91K
|
–
|
–
|
–
|
|
|
2034
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$1.86K
|
–
|
–
|
–
|
|
|
2035
|
|
$1.76K
|
–
|
–
|
–
|
|
|
2036
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.49K
|
–
|
–
|
–
|
|
|
2037
|
Truvestments Capital
Sarasota,
Florida
|
$1.49K
|
–
|
–
|
–
|
|
|
2038
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.27K
|
+$1.37K
|
+24
|
New
|
|
|
2039
|
Arvest Investments
Lowell,
Arkansas
|
$1.11K
|
–
|
–
|
–
|
|
|
2040
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$956
|
–
|
–
|
–
|
|
|
2041
|
HM Payson & Co
Portland,
Maine
|
$745
|
-$136K
|
-2,386
|
-99%
|
|
|
2042
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$744
|
–
|
–
|
–
|
|
|
2043
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$689
|
-$265K
|
-4,637
|
-100%
|
|
|
2044
|
Atwood & Palmer
Kansas City,
Missouri
|
$585
|
+$629
|
+11
|
New
|
|
|
2045
|
Valued Wealth Advisors
Holladay,
Utah
|
$463
|
–
|
–
|
–
|
|
|
2046
|
GFS Advisors
Houston,
Texas
|
$254
|
+$286
|
+5
|
+0%
|
|
|
2047
|
Parallax Volatility Advisers
San Francisco,
California
|
$106
|
-$37.6M
|
-657,320
|
-100%
|
|
|
2048
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$106
|
–
|
–
|
–
|
|
|
2049
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$33
|
–
|
–
|
–
|
|
|
2050
|
|
–
|
-$201M
|
-3,280,000
|
Closed
|
|
