|
2026
|
|
$135K
|
+$3.61K
|
+60
|
+3%
|
|
|
2027
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$132K
|
+$15K
|
+250
|
+14%
|
|
|
2028
|
MV Capital Management
Bethesda,
Maryland
|
$132K
|
+$25.9K
|
+430
|
+27%
|
|
|
2029
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$130K
|
-$3.01K
|
-50
|
-2%
|
|
|
2030
|
Garde Capital
Seattle,
Washington
|
$129K
|
-$15.6K
|
-260
|
-11%
|
|
|
2031
|
Close Asset Management
London,
United Kingdom
|
$128K
|
–
|
–
|
–
|
|
|
2032
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$126K
|
-$5.42K
|
-90
|
-4%
|
|
|
2033
|
Maryland Capital Advisors
Chester,
Maryland
|
$125K
|
–
|
–
|
–
|
|
|
2034
|
Versant Capital Management
Phoenix,
Arizona
|
$124K
|
–
|
–
|
–
|
|
|
2035
|
EARNEST Partners
Atlanta,
Georgia
|
$119K
|
–
|
–
|
–
|
|
|
2036
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$119K
|
-$20.5K
|
-340
|
-16%
|
|
|
2037
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$119K
|
-$12.6K
|
-210
|
-10%
|
|
|
2038
|
Bartlett & Co
Cincinnati,
Ohio
|
$118K
|
-$12.6K
|
-210
|
-10%
|
|
|
2039
|
GeoWealth Management
Chicago,
Illinois
|
$114K
|
+$65.6K
|
+1,090
|
+160%
|
|
|
2040
|
Counterpoint Mutual Funds
San Diego,
California
|
$114K
|
+$106K
|
+1,770
|
New
|
|
|
2041
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$111K
|
+$602
|
+10
|
+0.6%
|
|
|
2042
|
Pin Oak Investment Advisors
Houston,
Texas
|
$110K
|
+$99.9K
|
+1,660
|
+3,320%
|
|
|
2043
|
PFG Private Wealth Management
Lutz,
Florida
|
$109K
|
-$1.2K
|
-20
|
-1%
|
|
|
2044
|
Lido Advisors
Los Angeles,
California
|
$109K
|
+$4.26M
|
+70,760
|
+26%
|
|
|
2045
|
Lipe & Dalton
Syracuse,
New York
|
$103K
|
–
|
–
|
–
|
|
|
2046
|
Clearstead Trust
Portland,
Maine
|
$103K
|
+$602
|
+10
|
+0.6%
|
|
|
2047
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$102K
|
+$15K
|
+250
|
+19%
|
|
|
2048
|
Gables Capital Management
Miami,
Florida
|
$98.2K
|
+$2.41K
|
+40
|
+3%
|
|
|
2049
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$97.9K
|
+$92K
|
+1,530
|
New
|
|
|
2050
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$97.5K
|
-$63.8K
|
-1,060
|
-41%
|
|
