|
2026
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$990K
|
-$36.2K
|
-248
|
-4%
|
|
|
2027
|
Wilson & Boucher Capital Management
Moraga,
California
|
$989K
|
–
|
–
|
–
|
|
|
2028
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$988K
|
-$111K
|
-758
|
-11%
|
|
|
2029
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$987K
|
-$437
|
-3
|
-0%
|
|
|
2030
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$984K
|
+$32.7K
|
+224
|
+4%
|
|
|
2031
|
Trust Company of the South
Greensboro,
North Carolina
|
$981K
|
+$923K
|
+6,330
|
New
|
|
|
2032
|
Valmark Advisers
Akron,
Ohio
|
$979K
|
-$76.7K
|
-526
|
-8%
|
|
|
2033
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$977K
|
-$6.85K
|
-47
|
-0.8%
|
|
|
2034
|
Sterling Investment Counsel
Buffalo,
New York
|
$977K
|
+$209K
|
+1,436
|
+30%
|
|
|
2035
|
Simon Quick Advisors
Morristown,
New Jersey
|
$976K
|
-$73.3K
|
-503
|
-7%
|
|
|
2036
|
|
$975K
|
-$1.57M
|
-10,739
|
-63%
|
|
|
2037
|
Trek Financial
Scottsdale,
Arizona
|
$975K
|
+$140K
|
+957
|
+18%
|
|
|
2038
|
Arrow Financial
Glens Falls,
New York
|
$975K
|
-$16K
|
-110
|
-2%
|
|
|
2039
|
Slagle Financial
Edwardsville,
Illinois
|
$974K
|
+$868K
|
+5,955
|
+90%
|
|
|
2040
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$972K
|
-$191K
|
-1,307
|
-17%
|
|
|
2041
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$971K
|
-$32.8K
|
-225
|
-3%
|
|
|
2042
|
Midwest Financial Group
Overland Park,
Kansas
|
$970K
|
-$164K
|
-1,122
|
-15%
|
|
|
2043
|
Summit Financial Strategies
Columbus,
Ohio
|
$968K
|
-$20.4K
|
-140
|
-2%
|
|
|
2044
|
Elevation Wealth Partners
Santa Rosa,
California
|
$967K
|
+$730K
|
+5,004
|
+337%
|
|
|
2045
|
JT Stratford LLC
Gainesville,
Georgia
|
$967K
|
-$536K
|
-3,676
|
-37%
|
|
|
2046
|
Lummis Asset Management
Fort Worth,
Texas
|
$965K
|
+$908K
|
+6,229
|
New
|
|
|
2047
|
West Family Investments
Carlsbad,
California
|
$965K
|
-$61.5K
|
-422
|
-6%
|
|
|
2048
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$965K
|
+$192K
|
+1,319
|
+27%
|
|
|
2049
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$963K
|
-$4.52K
|
-31
|
-0.5%
|
|
|
2050
|
Lavaca Capital
Houston,
Texas
|
$962K
|
-$426K
|
-2,922
|
-32%
|
|
