|
2026
|
Flynn Zito Capital Management
Garden City,
New York
|
$20.3M
|
-$205K
|
-716
|
-1%
|
|
|
2027
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$20.2M
|
+$359K
|
+1,255
|
+2%
|
|
|
2028
|
Meridian Investment Counsel
Lafayette,
California
|
$20.2M
|
-$279K
|
-974
|
-1%
|
|
|
2029
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$20.2M
|
-$275K
|
-961
|
-1%
|
|
|
2030
|
BNC Wealth Management
Beaverton,
Oregon
|
$20.2M
|
-$199K
|
-696
|
-1%
|
|
|
2031
|
KPP Advisory Services
Louisville,
Kentucky
|
$20.2M
|
+$117K
|
+409
|
+0.6%
|
|
|
2032
|
Manning & Napier Advisors
Fairport,
New York
|
$20.2M
|
+$7.67M
|
+26,815
|
+62%
|
|
|
2033
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$20.2M
|
-$88.4K
|
-309
|
-0.4%
|
|
|
2034
|
Salomon & Ludwin
Richmond,
Virginia
|
$20.2M
|
-$251K
|
-877
|
-1%
|
|
|
2035
|
Concord Wealth Partners
Abingdon,
Virginia
|
$20.2M
|
+$332K
|
+1,162
|
+2%
|
|
|
2036
|
Kercheville Advisors
San Antonio,
Texas
|
$20.2M
|
-$132K
|
-461
|
-0.7%
|
|
|
2037
|
Kesler Norman & Wride
Ogden,
Utah
|
$20.2M
|
+$332K
|
+1,160
|
+2%
|
|
|
2038
|
ProVise Management Group
Clearwater,
Florida
|
$20.1M
|
+$19.4K
|
+68
|
+0.1%
|
|
|
2039
|
Summit Financial Strategies
Columbus,
Ohio
|
$20.1M
|
-$193K
|
-673
|
-1%
|
|
|
2040
|
Palumbo Wealth Management
Great Neck,
New York
|
$20.1M
|
+$49.5K
|
+173
|
+0.2%
|
|
|
2041
|
KTF Investments
Seal Beach,
California
|
$20.1M
|
-$1.55M
|
-5,418
|
-7%
|
|
|
2042
|
Kennedy Investment Group
West Depford,
New Jersey
|
$20.1M
|
-$616K
|
-2,153
|
-3%
|
|
|
2043
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$20.1M
|
-$1.92M
|
-6,696
|
-9%
|
|
|
2044
|
Diversified Management
Milwaukee,
Wisconsin
|
$20.1M
|
-$1.03M
|
-3,600
|
-5%
|
|
|
2045
|
Lotus Asset Management
Nashville,
Tennessee
|
$20M
|
+$19.8M
|
+69,222
|
New
|
|
|
2046
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$20M
|
-$193K
|
-675
|
-1%
|
|
|
2047
|
CapWealth Advisors
Franklin,
Tennessee
|
$20M
|
-$833K
|
-2,911
|
-4%
|
|
|
2048
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$20M
|
-$1.6M
|
-5,595
|
-8%
|
|
|
2049
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$19.9M
|
-$411K
|
-1,438
|
-2%
|
|
|
2050
|
WBH Advisory
Baltimore,
Maryland
|
$19.9M
|
-$653K
|
-2,282
|
-3%
|
|
