|
2026
|
Valmark Advisers
Akron,
Ohio
|
$245K
|
-$9.5K
|
-155
|
-4%
|
|
|
2027
|
Hourglass Capital
Houston,
Texas
|
$245K
|
–
|
–
|
–
|
|
|
2028
|
Doliver Advisors
Houston,
Texas
|
$244K
|
-$6.13K
|
-100
|
-2%
|
|
|
2029
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$244K
|
-$32.1K
|
-524
|
-11%
|
|
|
2030
|
WestHill Financial Advisors
San Rafael,
California
|
$243K
|
+$2.02K
|
+33
|
+0.8%
|
|
|
2031
|
West Oak Capital
Westlake Village,
California
|
$243K
|
–
|
–
|
–
|
|
|
2032
|
Fort LP
Chevy Chase,
Maryland
|
$243K
|
+$10.7K
|
+174
|
+4%
|
|
|
2033
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$242K
|
-$13.9M
|
-227,081
|
-98%
|
|
|
2034
|
Zions Bancorporation
Salt Lake City,
Utah
|
$242K
|
-$8.03K
|
-131
|
-3%
|
|
|
2035
|
Sage Rhino Capital
Menlo Park,
California
|
$241K
|
-$6.31K
|
-103
|
-2%
|
|
|
2036
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$241K
|
–
|
–
|
–
|
|
|
2037
|
Executive Wealth Management
Brighton,
Michigan
|
$241K
|
+$29.4K
|
+479
|
+13%
|
|
|
2038
|
Asahi Life Asset Management
Tokyo,
Japan
|
$241K
|
+$254K
|
+4,150
|
New
|
|
|
2039
|
World Equity Group
Schaumburg,
Illinois
|
$241K
|
+$254K
|
+4,146
|
New
|
|
|
2040
|
Financial Engines Advisors
Santa Clara,
California
|
$241K
|
+$254K
|
+4,144
|
New
|
|
|
2041
|
First Merchants Corp
Muncie,
Indiana
|
$240K
|
-$111K
|
-1,808
|
-30%
|
|
|
2042
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$240K
|
+$253K
|
+4,137
|
New
|
|
|
2043
|
West Coast Financial
Santa Barbara,
California
|
$240K
|
-$4.47K
|
-73
|
-2%
|
|
|
2044
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$240K
|
-$91.6K
|
-1,495
|
-27%
|
|
|
2045
|
GSB Wealth Management
Guilford,
Connecticut
|
$239K
|
-$618K
|
-10,089
|
-71%
|
|
|
2046
|
Dechtman Wealth Management
Centennial,
Colorado
|
$239K
|
-$362K
|
-5,900
|
-59%
|
|
|
2047
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$238K
|
-$46.8K
|
-764
|
-16%
|
|
|
2048
|
Weatherly Asset Management
Del Mar,
California
|
$238K
|
-$30.6K
|
-500
|
-11%
|
|
|
2049
|
McGowan Group Asset Management
Dallas,
Texas
|
$237K
|
-$14.6M
|
-238,118
|
-98%
|
|
|
2050
|
Clean Yield Group
Norwich,
Vermont
|
$237K
|
–
|
–
|
–
|
|
