|
2026
|
Oxbow Advisors
Austin,
Texas
|
$1.47M
|
-$19.4K
|
-100
|
-1%
|
|
|
2027
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.47M
|
+$1.17K
|
+6
|
+0.1%
|
|
|
2028
|
Lantz Financial
Naperville,
Illinois
|
$1.47M
|
+$66.1K
|
+340
|
+5%
|
|
|
2029
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.47M
|
-$12.6K
|
-65
|
-0.9%
|
|
|
2030
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.47M
|
–
|
–
|
–
|
|
|
2031
|
Significant Wealth Partners
Cary,
Illinois
|
$1.47M
|
-$9.91K
|
-51
|
-0.7%
|
|
|
2032
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.46M
|
-$9.72K
|
-50
|
-0.7%
|
|
|
2033
|
Steinberg Asset Management
New York
|
$1.46M
|
-$6.61K
|
-34
|
-0.5%
|
|
|
2034
|
GGM Financials
Columbus,
Ohio
|
$1.46M
|
+$4.08K
|
+21
|
+0.3%
|
|
|
2035
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.46M
|
+$21.8K
|
+112
|
+2%
|
|
|
2036
|
|
$1.45M
|
+$1.35M
|
+6,942
|
New
|
|
|
2037
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.45M
|
-$61.2K
|
-315
|
-4%
|
|
|
2038
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.45M
|
+$55.8K
|
+287
|
+4%
|
|
|
2039
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.45M
|
+$121K
|
+621
|
+10%
|
|
|
2040
|
Successful Portfolios
Clearwater,
Florida
|
$1.44M
|
–
|
–
|
–
|
|
|
2041
|
WBH Advisory
Baltimore,
Maryland
|
$1.44M
|
+$55K
|
+283
|
+4%
|
|
|
2042
|
|
$1.44M
|
-$42.8K
|
-220
|
-3%
|
|
|
2043
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.44M
|
-$26.2K
|
-135
|
-2%
|
|
|
2044
|
LSV Asset Management
Chicago,
Illinois
|
$1.44M
|
-$1.26M
|
-6,472
|
-49%
|
|
|
2045
|
OFI Invest Asset Management
Paris,
France
|
$1.43M
|
-$387K
|
-1,990
|
-21%
|
|
|
2046
|
Dillon & Associates
Jackson,
Michigan
|
$1.43M
|
-$25.3K
|
-130
|
-2%
|
|
|
2047
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.43M
|
+$64.3K
|
+331
|
+5%
|
|
|
2048
|
GAM Holding
Zurich,
Switzerland
|
$1.43M
|
-$352K
|
-1,812
|
-21%
|
|
|
2049
|
Acima Private Wealth
Richmond,
Virginia
|
$1.43M
|
–
|
–
|
–
|
|
|
2050
|
MJP Associates
Farmington,
Connecticut
|
$1.43M
|
+$120K
|
+619
|
+10%
|
|
