|
2026
|
Tortoise Investment Management
White Plains,
New York
|
$3.06M
|
+$396K
|
+8,128
|
+15%
|
|
|
2027
|
Portland Global Advisors
Portland,
Maine
|
$3.06M
|
+$70.2K
|
+1,440
|
+2%
|
|
|
2028
|
Peninsula Wealth
San Francisco,
California
|
$3.05M
|
+$586K
|
+12,028
|
+24%
|
|
|
2029
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$3.05M
|
-$237K
|
-4,872
|
-7%
|
|
|
2030
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$3.04M
|
+$234K
|
+4,800
|
+8%
|
|
|
2031
|
IMS Capital Management
Portland,
Oregon
|
$3.04M
|
-$7.99K
|
-164
|
-0.3%
|
|
|
2032
|
Rafferty Asset Management
New York
|
$3.04M
|
+$114K
|
+2,336
|
+4%
|
|
|
2033
|
Capital Insight Partners
Scottsdale,
Arizona
|
$3.04M
|
+$1.75K
|
+36
|
+0.1%
|
|
|
2034
|
Hartford Financial Management
Hartford,
Connecticut
|
$3.03M
|
+$33.1K
|
+680
|
+1%
|
|
|
2035
|
Basswood Capital Management
New York
|
$3.03M
|
–
|
–
|
–
|
|
|
2036
|
Peninsula Asset Management
Bradenton,
Florida
|
$3.01M
|
-$22.4K
|
-460
|
-0.7%
|
|
|
2037
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$3.01M
|
-$263K
|
-5,396
|
-8%
|
|
|
2038
|
Horizon Kinetics Asset Management
New York
|
$3.01M
|
+$12.7K
|
+260
|
+0.4%
|
|
|
2039
|
Strategic Capital Advisers
Denver,
Colorado
|
$3M
|
-$146K
|
-2,992
|
-5%
|
|
|
2040
|
VeraBank
Henderson,
Texas
|
$2.99M
|
-$9.74K
|
-200
|
-0.3%
|
|
|
2041
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.99M
|
-$501K
|
-10,276
|
-15%
|
|
|
2042
|
Sage Rhino Capital
Menlo Park,
California
|
$2.99M
|
+$22.6K
|
+464
|
+0.8%
|
|
|
2043
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$2.98M
|
+$349K
|
+7,172
|
+14%
|
|
|
2044
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.97M
|
-$2.03M
|
-41,572
|
-41%
|
|
|
2045
|
Monetta Financial Services
Wheaton,
Illinois
|
$2.97M
|
–
|
–
|
–
|
|
|
2046
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$2.97M
|
+$195K
|
+4,000
|
+7%
|
|
|
2047
|
McRae Capital Management
Morristown,
New Jersey
|
$2.96M
|
-$4.87K
|
-100
|
-0.2%
|
|
|
2048
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.96M
|
+$121K
|
+2,492
|
+4%
|
|
|
2049
|
Opes Wealth Management
Menlo Park,
California
|
$2.95M
|
+$2.35M
|
+48,300
|
+425%
|
|
|
2050
|
London & Capital Asset Management
London,
United Kingdom
|
$2.95M
|
+$23.2K
|
+476
|
+0.8%
|
|
