|
2026
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$331K
|
-$3.07K
|
-19
|
-0.9%
|
|
|
2027
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$331K
|
+$80.8K
|
+501
|
+32%
|
|
|
2028
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$331K
|
+$62.3K
|
+386
|
+23%
|
|
|
2029
|
Estabrook Capital Management
New York
|
$331K
|
-$1.61K
|
-10
|
-0.5%
|
|
|
2030
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$330K
|
-$25K
|
-155
|
-7%
|
|
|
2031
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$330K
|
–
|
–
|
–
|
|
|
2032
|
Pacific Sun Financial
Los Angeles,
California
|
$330K
|
-$4.84K
|
-30
|
-1%
|
|
|
2033
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$330K
|
+$329K
|
+2,039
|
New
|
|
|
2034
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$329K
|
-$8.88K
|
-55
|
-3%
|
|
|
2035
|
Diversified Enterprises
Wilmington,
Delaware
|
$329K
|
+$3.23K
|
+20
|
+1%
|
|
|
2036
|
Goelzer Investment Management
Carmel,
Indiana
|
$328K
|
-$3.23K
|
-20
|
-1%
|
|
|
2037
|
Mattern Wealth Management
Lawrence,
Kansas
|
$328K
|
–
|
–
|
–
|
|
|
2038
|
Landing Point Financial Group
Avon,
Ohio
|
$328K
|
+$327K
|
+2,026
|
New
|
|
|
2039
|
Key Financial Inc
West Chester,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
2040
|
Infrastructure Capital Advisors
New York
|
$324K
|
+$80.8K
|
+501
|
+33%
|
|
|
2041
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$324K
|
-$48.4K
|
-300
|
-13%
|
|
|
2042
|
Litman Gregory Wealth Management
Larkspur,
California
|
$324K
|
-$20.5K
|
-127
|
-6%
|
|
|
2043
|
Ping Capital Management
New York
|
$324K
|
–
|
–
|
–
|
|
|
2044
|
Roth Financial Partners
Kingwood,
Texas
|
$324K
|
–
|
–
|
–
|
|
|
2045
|
RS Crum Inc
Newport Beach,
California
|
$324K
|
–
|
–
|
–
|
|
|
2046
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$324K
|
–
|
–
|
–
|
|
|
2047
|
Keener Financial Planning
Keller,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
2048
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$322K
|
+$807
|
+5
|
+0.3%
|
|
|
2049
|
Everest Management Corp
Cupertino,
California
|
$322K
|
+$6.78K
|
+42
|
+2%
|
|
|
2050
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$322K
|
+$21K
|
+130
|
+7%
|
|
