|
2026
|
Carlson Capital Management
Northfield,
Minnesota
|
$375K
|
+$14.7K
|
+366
|
+4%
|
|
|
2027
|
Farr Miller & Washington
Washington,
District of Columbia
|
$373K
|
+$121K
|
+3,000
|
+52%
|
|
|
2028
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$372K
|
-$3.02K
|
-75
|
-0.8%
|
|
|
2029
|
Corbett Road Capital Management
Mclean,
Virginia
|
$372K
|
+$25.7K
|
+637
|
+8%
|
|
|
2030
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$371K
|
+$1.97K
|
+49
|
+0.6%
|
|
|
2031
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$371K
|
+$88.1K
|
+2,188
|
+33%
|
|
|
2032
|
Grandfield & Dodd
New York
|
$370K
|
+$4.63K
|
+115
|
+1%
|
|
|
2033
|
Hardy Reed
Tupelo,
Mississippi
|
$369K
|
-$12.7K
|
-315
|
-4%
|
|
|
2034
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$369K
|
–
|
–
|
–
|
|
|
2035
|
MJP Associates
Farmington,
Connecticut
|
$368K
|
+$3.5K
|
+87
|
+1%
|
|
|
2036
|
HGI Capital Management
New York
|
$367K
|
-$75.1K
|
-1,865
|
-18%
|
|
|
2037
|
DSC Advisors
Chicago,
Illinois
|
$366K
|
+$39.6K
|
+982
|
+13%
|
|
|
2038
|
|
$364K
|
–
|
–
|
–
|
|
|
2039
|
Engineers Gate Manager
New York
|
$364K
|
+$346K
|
+8,578
|
New
|
|
|
2040
|
Sanders Morris Harris
Houston,
Texas
|
$362K
|
–
|
–
|
–
|
|
|
2041
|
Centerpoint Advisors
Needham,
Massachusetts
|
$362K
|
+$8.9K
|
+221
|
+3%
|
|
|
2042
|
Trinity Legacy Partners
Houston,
Texas
|
$362K
|
+$9.51K
|
+236
|
+3%
|
|
|
2043
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
2044
|
Valmark Advisers
Akron,
Ohio
|
$360K
|
+$34.3K
|
+851
|
+11%
|
|
|
2045
|
Flaharty Asset Management
Clearwater,
Florida
|
$359K
|
+$363
|
+9
|
+0.1%
|
|
|
2046
|
Members Trust
Tampa,
Florida
|
$359K
|
+$115K
|
+2,859
|
+52%
|
|
|
2047
|
Boltwood Capital Management
Walnut Creek,
California
|
$358K
|
-$8.54K
|
-212
|
-2%
|
|
|
2048
|
Intrua Financial
Houston,
Texas
|
$358K
|
+$97K
|
+2,408
|
+46%
|
|
|
2049
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$357K
|
-$40.3K
|
-1,000
|
-11%
|
|
|
2050
|
Collective Family Office
York,
Pennsylvania
|
$356K
|
+$37.1K
|
+921
|
+12%
|
|
