|
2026
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$13.3M
|
-$8.36K
|
-48
|
-0.1%
|
|
|
2027
|
Golden Green
Seneca,
South Carolina
|
$13.2M
|
-$226K
|
-1,297
|
-2%
|
|
|
2028
|
Stolper & Co
Tulsa,
Oklahoma
|
$13.2M
|
-$217K
|
-1,243
|
-2%
|
|
|
2029
|
Verition Fund Management
Greenwich,
Connecticut
|
$13.2M
|
+$1.88M
|
+10,783
|
+19%
|
|
|
2030
|
Global Financial Private Client
Sarasota,
Florida
|
$13.2M
|
-$20.9K
|
-120
|
-0.2%
|
|
|
2031
|
Intelligence Driven Advisers
Carlsbad,
California
|
$13.2M
|
+$443K
|
+2,543
|
+4%
|
|
|
2032
|
Owen LaRue
Elizabethtown,
Kentucky
|
$13.2M
|
+$1.04M
|
+5,994
|
+10%
|
|
|
2033
|
Centric Wealth Management
Chicago,
Illinois
|
$13.2M
|
+$1.1M
|
+6,285
|
+10%
|
|
|
2034
|
American Trust
Lexington,
Kentucky
|
$13.2M
|
-$477K
|
-2,736
|
-4%
|
|
|
2035
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$13.1M
|
+$2.43M
|
+13,939
|
+26%
|
|
|
2036
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$13.1M
|
-$269K
|
-1,543
|
-2%
|
|
|
2037
|
LJI Wealth Management
Indianapolis,
Indiana
|
$13.1M
|
-$40.1K
|
-230
|
-0.3%
|
|
|
2038
|
Delta Investment Management
San Francisco,
California
|
$13.1M
|
-$50.4K
|
-289
|
-0.4%
|
|
|
2039
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$13M
|
+$86.1K
|
+494
|
+0.7%
|
|
|
2040
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$13M
|
-$344K
|
-1,975
|
-3%
|
|
|
2041
|
Consilium Wealth Advisory
Richardson,
Texas
|
$13M
|
+$360K
|
+2,067
|
+3%
|
|
|
2042
|
Carmel Capital Management
Carmel,
California
|
$12.9M
|
-$791K
|
-4,540
|
-6%
|
|
|
2043
|
Apella Capital
West Hartford,
Connecticut
|
$12.9M
|
+$11.6M
|
+66,722
|
New
|
|
|
2044
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$12.9M
|
-$207K
|
-1,190
|
-2%
|
|
|
2045
|
Iyo Bank
Matsuyama,
Japan
|
$12.9M
|
–
|
–
|
–
|
|
|
2046
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$12.9M
|
-$430K
|
-2,465
|
-4%
|
|
|
2047
|
Lavaca Capital
Houston,
Texas
|
$12.9M
|
-$4.64M
|
-26,620
|
-29%
|
|
|
2048
|
Woodward Diversified Capital
Bakersfield,
California
|
$12.9M
|
+$65.9K
|
+378
|
+0.6%
|
|
|
2049
|
Mount Vernon Associates
Baltimore,
Maryland
|
$12.9M
|
-$1.13M
|
-6,505
|
-9%
|
|
|
2050
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$12.9M
|
-$193K
|
-1,106
|
-2%
|
|
