|
2026
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$278K
|
+$262K
|
+4,463
|
New
|
|
|
2027
|
Summit Financial
Parsippany,
New Jersey
|
$277K
|
+$48.2K
|
+822
|
+23%
|
|
|
2028
|
INVST
Indianapolis,
Indiana
|
$277K
|
-$577K
|
-9,833
|
-71%
|
|
|
2029
|
Jackson Square Capital
San Francisco,
California
|
$276K
|
-$2.33M
|
-39,689
|
-90%
|
|
|
2030
|
Hendershot Investments
Centreville,
Virginia
|
$276K
|
+$62.4K
|
+1,064
|
+32%
|
|
|
2031
|
Segment Wealth Management
Houston,
Texas
|
$276K
|
+$260K
|
+4,428
|
New
|
|
|
2032
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$275K
|
-$58.6K
|
-999
|
-18%
|
|
|
2033
|
Miracle Mile Advisors
Los Angeles,
California
|
$275K
|
-$12.3K
|
-209
|
-5%
|
|
|
2034
|
CMG Global Holdings
Plano,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
2035
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$275K
|
+$8.1K
|
+138
|
+3%
|
|
|
2036
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$275K
|
+$259K
|
+4,416
|
New
|
|
|
2037
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$274K
|
+$46.2K
|
+787
|
+22%
|
|
|
2038
|
Legal Advantage Investments
Los Altos Hills,
California
|
$274K
|
+$258K
|
+4,400
|
New
|
|
|
2039
|
Elm Advisors
Burlingame,
California
|
$273K
|
–
|
–
|
–
|
|
|
2040
|
Northside Capital Management
Hood River,
Oregon
|
$273K
|
–
|
–
|
–
|
|
|
2041
|
Johanson Financial Advisors
Campbell,
California
|
$273K
|
+$35.5K
|
+606
|
+16%
|
|
|
2042
|
E.S. Barr & Co
Lexington,
Kentucky
|
$272K
|
-$19.5K
|
-333
|
-7%
|
|
|
2043
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
2044
|
Argent Advisors
Monroe,
Louisiana
|
$272K
|
+$2.93K
|
+50
|
+1%
|
|
|
2045
|
Hutchinson Capital Management
San Rafael,
California
|
$271K
|
+$1.76K
|
+30
|
+0.7%
|
|
|
2046
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$271K
|
+$255K
|
+4,342
|
New
|
|
|
2047
|
Bristlecone Advisors
Bellevue,
Washington
|
$270K
|
+$411
|
+7
|
+0.2%
|
|
|
2048
|
Acadian Asset Management
Boston,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
2049
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
2050
|
Forte Capital
Rochester,
New York
|
$268K
|
-$78.4K
|
-1,337
|
-24%
|
|
