|
2026
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$903K
|
-$237K
|
-8,304
|
-19%
|
|
|
2027
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$903K
|
+$426K
|
+14,900
|
+77%
|
|
|
2028
|
Disciplined Growth Investors
Minneapolis,
Minnesota
|
$902K
|
-$57.2K
|
-2,000
|
-6%
|
|
|
2029
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$902K
|
-$10.4K
|
-364
|
-1%
|
|
|
2030
|
Colorado Capital Management
Boulder,
Colorado
|
$901K
|
+$979K
|
+34,268
|
New
|
|
|
2031
|
King Wealth Management Group
Naples,
Florida
|
$890K
|
+$115K
|
+4,032
|
+14%
|
|
|
2032
|
FourPoints Investment Managers
Paris,
France
|
$888K
|
-$260K
|
-9,112
|
-21%
|
|
|
2033
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$886K
|
-$35.4K
|
-1,240
|
-4%
|
|
|
2034
|
Secor Capital Advisors
New York
|
$880K
|
+$955K
|
+33,428
|
New
|
|
|
2035
|
First Eagle Investment Management
New York
|
$874K
|
+$88K
|
+3,080
|
+10%
|
|
|
2036
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$873K
|
-$329K
|
-11,500
|
-26%
|
|
|
2037
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$873K
|
+$343
|
+12
|
+0%
|
|
|
2038
|
Thompson Davis & Co
Richmond,
Virginia
|
$866K
|
-$27.4K
|
-960
|
-3%
|
|
|
2039
|
New York Life Trust
New York
|
$865K
|
-$17.7K
|
-620
|
-2%
|
|
|
2040
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$864K
|
-$74.9K
|
-2,620
|
-7%
|
|
|
2041
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$861K
|
-$193K
|
-6,768
|
-17%
|
|
|
2042
|
Belmont Global Advisors
Dallas,
Texas
|
$860K
|
+$457K
|
+16,000
|
+96%
|
|
|
2043
|
Redmond Asset Management
Henrico,
Virginia
|
$859K
|
+$4.57K
|
+160
|
+0.5%
|
|
|
2044
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$856K
|
+$13.4K
|
+468
|
+1%
|
|
|
2045
|
Affinity Wealth Management
Wilmington,
Delaware
|
$856K
|
+$68.7K
|
+2,404
|
+8%
|
|
|
2046
|
Hilton Capital Management
Garden City,
New York
|
$848K
|
-$212K
|
-7,404
|
-19%
|
|
|
2047
|
Gemmer Asset Management
Walnut Creek,
California
|
$848K
|
-$34.5K
|
-1,208
|
-4%
|
|
|
2048
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$839K
|
–
|
–
|
–
|
|
|
2049
|
NorthRock Partners
Minneapolis,
Minnesota
|
$838K
|
-$76K
|
-2,660
|
-8%
|
|
|
2050
|
American Economic Planning Group
Warren,
New Jersey
|
$838K
|
-$2.63K
|
-92
|
-0.3%
|
|
