|
2026
|
Cheviot Value Management
Beverly Hills,
California
|
$208K
|
-$13.5K
|
-224
|
-6%
|
|
|
2027
|
Wealthquest
Cincinnati,
Ohio
|
$208K
|
-$11.4K
|
-189
|
-5%
|
|
|
2028
|
Ascent Wealth Partners
New Hartford,
New York
|
$208K
|
–
|
–
|
–
|
|
|
2029
|
SVA Wealth Management
Madison,
Wisconsin
|
$208K
|
–
|
–
|
–
|
|
|
2030
|
Independence Advisors
Wayne,
Pennsylvania
|
$207K
|
+$361
|
+6
|
+0.2%
|
|
|
2031
|
Secure Asset Management
Troy,
Michigan
|
$206K
|
+$206K
|
+3,418
|
New
|
|
|
2032
|
German American Bancorp
Jasper,
Indiana
|
$205K
|
+$205K
|
+3,398
|
New
|
|
|
2033
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$204K
|
–
|
–
|
–
|
|
|
2034
|
Becker Capital Management
Portland,
Oregon
|
$204K
|
+$204K
|
+3,386
|
New
|
|
|
2035
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$203K
|
-$13.7K
|
-227
|
-6%
|
|
|
2036
|
Tradewinds Capital Management
Bellingham,
Washington
|
$203K
|
–
|
–
|
–
|
|
|
2037
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$203K
|
+$1.81K
|
+30
|
+0.9%
|
|
|
2038
|
Hendershot Investments
Centreville,
Virginia
|
$203K
|
+$203K
|
+3,367
|
New
|
|
|
2039
|
First American Trust
Santa Ana,
California
|
$202K
|
+$201K
|
+3,347
|
New
|
|
|
2040
|
Gilbert & Cook
West Des Moines,
Iowa
|
$201K
|
+$200K
|
+3,326
|
New
|
|
|
2041
|
|
$201K
|
+$200K
|
+3,328
|
New
|
|
|
2042
|
F&V Capital Management
Boca Raton,
Florida
|
$201K
|
+$200K
|
+3,329
|
New
|
|
|
2043
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$201K
|
+$202K
|
+3,351
|
New
|
|
|
2044
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$200K
|
-$20.9K
|
-348
|
-9%
|
|
|
2045
|
Financial Consulate
Hunt Valley,
Maryland
|
$200K
|
-$20.8K
|
-345
|
-9%
|
|
|
2046
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$200K
|
+$1.14K
|
+19
|
+0.6%
|
|
|
2047
|
Lyell Wealth Management
Menlo Park,
California
|
$200K
|
+$200K
|
+3,318
|
New
|
|
|
2048
|
Vigilant Capital Management
Portland,
Maine
|
$199K
|
+$21.7K
|
+361
|
+12%
|
|
|
2049
|
Private Ocean
San Rafael,
California
|
$198K
|
+$10.8K
|
+179
|
+6%
|
|
|
2050
|
Stelac Advisory Services
New York
|
$194K
|
+$5.06K
|
+84
|
+3%
|
|
