|
2026
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$240K
|
–
|
–
|
–
|
|
|
2027
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$239K
|
+$9.45K
|
+162
|
+4%
|
|
|
2028
|
Trust Company of Kansas
Wichita,
Kansas
|
$238K
|
-$12.2K
|
-210
|
-5%
|
|
|
2029
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$238K
|
+$248K
|
+4,248
|
New
|
|
|
2030
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$237K
|
-$1.52M
|
-26,060
|
-86%
|
|
|
2031
|
Investors Financial Group
Plymouth,
Minnesota
|
$237K
|
-$5.83K
|
-100
|
-2%
|
|
|
2032
|
WNY Asset Management
Williamsville,
New York
|
$237K
|
–
|
–
|
–
|
|
|
2033
|
|
$236K
|
–
|
–
|
–
|
|
|
2034
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
2035
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$236K
|
+$23.9K
|
+410
|
+11%
|
|
|
2036
|
|
$235K
|
–
|
–
|
–
|
|
|
2037
|
Foster Group
West Des Moines,
Iowa
|
$235K
|
–
|
–
|
–
|
|
|
2038
|
IFG Advisors
St. Louis,
Missouri
|
$235K
|
–
|
–
|
–
|
|
|
2039
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$235K
|
+$245K
|
+4,200
|
New
|
|
|
2040
|
Genesee Capital Advisors
Auburn,
New York
|
$234K
|
+$244K
|
+4,182
|
New
|
|
|
2041
|
Cadence Bank NA
Houston,
Texas
|
$233K
|
-$44.4K
|
-761
|
-15%
|
|
|
2042
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$232K
|
-$7.87K
|
-135
|
-3%
|
|
|
2043
|
Bath Savings Trust
Bath,
Maine
|
$232K
|
–
|
–
|
–
|
|
|
2044
|
Axiom Financial Strategies
New Albany,
Indiana
|
$230K
|
+$2.04K
|
+35
|
+0.9%
|
|
|
2045
|
Apriem Advisors
Irvine,
California
|
$230K
|
+$17.7K
|
+304
|
+8%
|
|
|
2046
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$229K
|
-$1.04M
|
-17,897
|
-81%
|
|
|
2047
|
Clarus Group
Houston,
Texas
|
$229K
|
+$117
|
+2
|
+0%
|
|
|
2048
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$229K
|
+$239K
|
+4,097
|
New
|
|
|
2049
|
Quilter Plc
London,
United Kingdom
|
$228K
|
–
|
–
|
–
|
|
|
2050
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$228K
|
–
|
–
|
–
|
|
