|
2026
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$2.51M
|
-$5.01K
|
-120
|
-0.2%
|
|
|
2027
|
New Potomac Partners
Bethesda,
Maryland
|
$2.5M
|
+$2.47M
|
+59,092
|
New
|
|
|
2028
|
Bonness Enterprises
Washington,
District of Columbia
|
$2.49M
|
–
|
–
|
–
|
|
|
2029
|
Cue Advisory Services
Phoenix,
Arizona
|
$2.49M
|
-$46K
|
-1,100
|
-2%
|
|
|
2030
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$2.48M
|
+$2.45M
|
+58,692
|
New
|
|
|
2031
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.48M
|
-$7.69K
|
-184
|
-0.3%
|
|
|
2032
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.47M
|
-$78.2K
|
-1,872
|
-3%
|
|
|
2033
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.47M
|
-$138K
|
-3,300
|
-5%
|
|
|
2034
|
Asset Dedication LLC
San Francisco,
California
|
$2.47M
|
+$289K
|
+6,924
|
+13%
|
|
|
2035
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.46M
|
+$2.43M
|
+58,088
|
New
|
|
|
2036
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$2.45M
|
-$1.25M
|
-29,944
|
-34%
|
|
|
2037
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.45M
|
-$19.9K
|
-476
|
-0.8%
|
|
|
2038
|
|
$2.44M
|
-$21.1K
|
-504
|
-0.9%
|
|
|
2039
|
Horizon Kinetics
New York
|
$2.44M
|
+$215K
|
+5,140
|
+10%
|
|
|
2040
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$2.44M
|
+$271K
|
+6,480
|
+13%
|
|
|
2041
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.43M
|
-$23.9K
|
-572
|
-1%
|
|
|
2042
|
DF Dent & Co
Baltimore,
Maryland
|
$2.43M
|
+$875K
|
+20,932
|
+57%
|
|
|
2043
|
Tributary Capital Management
Omaha,
Nebraska
|
$2.42M
|
-$150K
|
-3,600
|
-6%
|
|
|
2044
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.42M
|
+$2.01K
|
+48
|
+0.1%
|
|
|
2045
|
Security Asset Management
New York
|
$2.41M
|
-$70K
|
-1,676
|
-3%
|
|
|
2046
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.41M
|
-$180K
|
-4,312
|
-7%
|
|
|
2047
|
Hall Capital Management
Barrington,
Rhode Island
|
$2.41M
|
-$68.5K
|
-1,640
|
-3%
|
|
|
2048
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.41M
|
-$46.8K
|
-1,120
|
-2%
|
|
|
2049
|
Profit Investment Management
North Bethesda,
Maryland
|
$2.4M
|
-$15.2K
|
-364
|
-0.6%
|
|
|
2050
|
Garner Asset Management Corp
Plano,
Texas
|
$2.4M
|
-$2.67K
|
-64
|
-0.1%
|
|
