|
2026
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$190K
|
-$103K
|
-100
|
-34%
|
|
|
2027
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$187K
|
-$117K
|
-113
|
-37%
|
|
|
2028
|
Triumph Capital Management
Denver,
Colorado
|
$185K
|
+$8.27K
|
+8
|
+4%
|
|
|
2029
|
Bruce G. Allen Investments
Denver,
Colorado
|
$184K
|
-$21.7K
|
-21
|
-10%
|
|
|
2030
|
Bayban
Bayport,
Minnesota
|
$184K
|
–
|
–
|
–
|
|
|
2031
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$183K
|
-$63.1K
|
-61
|
-24%
|
|
|
2032
|
Blume Capital Management
Berkeley,
California
|
$183K
|
–
|
–
|
–
|
|
|
2033
|
Rakuten Securities
Tokyo,
Japan
|
$183K
|
+$74.5K
|
+72
|
+61%
|
|
|
2034
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$182K
|
+$67.2K
|
+65
|
+52%
|
|
|
2035
|
Paradigm Asset Management
New York
|
$180K
|
–
|
–
|
–
|
|
|
2036
|
CNB Bank
Clearfield,
Pennsylvania
|
$178K
|
-$25.9K
|
-25
|
-12%
|
|
|
2037
|
SOA Wealth Advisors
New York
|
$175K
|
-$6.76M
|
-6,536
|
-50%
|
|
|
2038
|
Entrust Financial
Wayne,
Pennsylvania
|
$173K
|
–
|
–
|
–
|
|
|
2039
|
West Paces Advisors
Atlanta,
Georgia
|
$173K
|
+$186K
|
+180
|
New
|
|
|
2040
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$172K
|
+$1.03K
|
+1
|
+0.6%
|
|
|
2041
|
Nemes Rush Group
Novi,
Michigan
|
$171K
|
-$37.2K
|
-36
|
-17%
|
|
|
2042
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$170K
|
-$15.5K
|
-15
|
-8%
|
|
|
2043
|
City Holding Co
Charleston,
West Virginia
|
$167K
|
+$4.14K
|
+4
|
+2%
|
|
|
2044
|
Evolution Wealth Management
Fort Myers,
Florida
|
$163K
|
+$26.9K
|
+26
|
+18%
|
|
|
2045
|
Custom Index Systems
New York
|
$160K
|
-$47.6K
|
-46
|
-22%
|
|
|
2046
|
SJS Investment Consulting
Sylvania,
Ohio
|
$159K
|
+$17.6K
|
+17
|
+11%
|
|
|
2047
|
Barrett & Company
Providence,
Rhode Island
|
$156K
|
+$143K
|
+138
|
+575%
|
|
|
2048
|
S&T Bank
Indiana,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
2049
|
Caldwell Sutter Capital
Sausalito,
California
|
$152K
|
-$6.21K
|
-6
|
-4%
|
|
|
2050
|
Fountainhead AM
Warren,
New Jersey
|
$150K
|
+$2.07K
|
+2
|
+1%
|
|
