|
2026
|
Fairview Capital Investment Management
Greenbrae,
California
|
$637K
|
–
|
–
|
–
|
|
|
2027
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$637K
|
-$1.31K
|
-10
|
-0.2%
|
|
|
2028
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$636K
|
+$624K
|
+4,751
|
New
|
|
|
2029
|
Trilogy Capital
Irvine,
California
|
$636K
|
-$13.4K
|
-102
|
-2%
|
|
|
2030
|
Parsonex Advisory Services
Englewood,
Colorado
|
$636K
|
-$1.18K
|
-9
|
-0.2%
|
|
|
2031
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$636K
|
+$1.44K
|
+11
|
+0.2%
|
|
|
2032
|
West Bancorporation
West Des Moines,
Iowa
|
$634K
|
+$6.04K
|
+46
|
+1%
|
|
|
2033
|
Mraz Amerine & Associates
Modesto,
California
|
$633K
|
-$37.2K
|
-283
|
-6%
|
|
|
2034
|
Root Financial Partners
Encinitas,
California
|
$633K
|
+$154K
|
+1,170
|
+33%
|
|
|
2035
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$631K
|
+$2.1K
|
+16
|
+0.3%
|
|
|
2036
|
Tudor Financial
Dayton,
Ohio
|
$631K
|
+$263
|
+2
|
+0%
|
|
|
2037
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$630K
|
+$22.2K
|
+169
|
+4%
|
|
|
2038
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$628K
|
-$755K
|
-5,748
|
-55%
|
|
|
2039
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$627K
|
-$79K
|
-602
|
-11%
|
|
|
2040
|
Malaga Cove Capital
Pv Estates,
California
|
$625K
|
–
|
–
|
–
|
|
|
2041
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$624K
|
+$41.9K
|
+319
|
+7%
|
|
|
2042
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$623K
|
–
|
–
|
–
|
|
|
2043
|
Horizon Bancorp
Michigan City,
Indiana
|
$622K
|
-$144K
|
-1,095
|
-19%
|
|
|
2044
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$617K
|
–
|
–
|
–
|
|
|
2045
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$617K
|
-$4.07K
|
-31
|
-0.7%
|
|
|
2046
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$616K
|
+$29K
|
+221
|
+5%
|
|
|
2047
|
Ackerman Capital Advisors
Dallas,
Texas
|
$616K
|
–
|
–
|
–
|
|
|
2048
|
SGL Investment Advisors
Missoula,
Montana
|
$616K
|
+$304K
|
+2,314
|
+87%
|
|
|
2049
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$615K
|
+$14.8K
|
+113
|
+3%
|
|
|
2050
|
Addison Advisors
Middlebury,
Vermont
|
$614K
|
+$5.25K
|
+40
|
+0.9%
|
|
