|
2026
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.52M
|
+$548K
|
+16,652
|
+65%
|
|
|
2027
|
Versant Capital Management
Phoenix,
Arizona
|
$1.51M
|
+$27.7K
|
+840
|
+2%
|
|
|
2028
|
Vaughan David Investments
Peoria,
Illinois
|
$1.51M
|
-$27.7K
|
-840
|
-2%
|
|
|
2029
|
Total Investment Management
Scottsdale,
Arizona
|
$1.51M
|
-$10.5K
|
-320
|
-0.8%
|
|
|
2030
|
Bridgeworth
Birmingham,
Alabama
|
$1.5M
|
+$88.3K
|
+2,680
|
+7%
|
|
|
2031
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.5M
|
-$580K
|
-17,616
|
-30%
|
|
|
2032
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.49M
|
-$59.3K
|
-1,800
|
-4%
|
|
|
2033
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.49M
|
-$10.5K
|
-320
|
-0.8%
|
|
|
2034
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.49M
|
-$105K
|
-3,200
|
-7%
|
|
|
2035
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.48M
|
-$2.17M
|
-66,036
|
-62%
|
|
|
2036
|
|
$1.47M
|
-$1.05M
|
-32,036
|
-44%
|
|
|
2037
|
Cetera Investment Management
El Segundo,
California
|
$1.47M
|
-$894K
|
-27,156
|
-40%
|
|
|
2038
|
Mraz Amerine & Associates
Modesto,
California
|
$1.47M
|
-$54.5K
|
-1,656
|
-4%
|
|
|
2039
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.46M
|
+$23.6K
|
+716
|
+2%
|
|
|
2040
|
CAZ Investments
Houston,
Texas
|
$1.46M
|
–
|
–
|
–
|
|
|
2041
|
Farmers National Bank
Danville,
Kentucky
|
$1.45M
|
-$2.42M
|
-73,516
|
-65%
|
|
|
2042
|
|
$1.45M
|
-$58.2K
|
-1,768
|
-4%
|
|
|
2043
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.45M
|
+$17.6K
|
+536
|
+1%
|
|
|
2044
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.45M
|
+$76.3K
|
+2,316
|
+6%
|
|
|
2045
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.45M
|
+$1.33M
|
+40,340
|
New
|
|
|
2046
|
American Economic Planning Group
Warren,
New Jersey
|
$1.45M
|
-$137K
|
-4,156
|
-9%
|
|
|
2047
|
Polen Capital Management
Boca Raton,
Florida
|
$1.45M
|
+$87.6K
|
+2,660
|
+7%
|
|
|
2048
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.44M
|
+$96.2K
|
+2,920
|
+8%
|
|
|
2049
|
King Wealth Management Group
Naples,
Florida
|
$1.44M
|
+$90.6K
|
+2,752
|
+7%
|
|
|
2050
|
B. Riley Financial
Los Angeles,
California
|
$1.44M
|
-$29.4K
|
-892
|
-2%
|
|
