|
2026
|
Vicus Capital
State College,
Pennsylvania
|
$576K
|
-$113K
|
-1,185
|
-15%
|
|
|
2027
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$575K
|
-$33K
|
-345
|
-5%
|
|
|
2028
|
Formidable Asset Management
Cincinnati,
Ohio
|
$575K
|
-$23.1K
|
-242
|
-4%
|
|
|
2029
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$572K
|
+$10.6K
|
+111
|
+2%
|
|
|
2030
|
|
$572K
|
-$103K
|
-1,072
|
-14%
|
|
|
2031
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$572K
|
-$76K
|
-795
|
-11%
|
|
|
2032
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$572K
|
-$5.55K
|
-58
|
-0.9%
|
|
|
2033
|
ALPS Advisors
Denver,
Colorado
|
$571K
|
-$49.5K
|
-518
|
-7%
|
|
|
2034
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$570K
|
-$21.6K
|
-226
|
-3%
|
|
|
2035
|
Harvest Volatility Management
Norwalk,
Connecticut
|
$570K
|
-$125K
|
-1,312
|
-17%
|
|
|
2036
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$569K
|
+$64.6K
|
+675
|
+11%
|
|
|
2037
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$569K
|
-$141K
|
-1,476
|
-18%
|
|
|
2038
|
Oxford Financial Group
Carmel,
Indiana
|
$568K
|
+$170K
|
+1,780
|
+37%
|
|
|
2039
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$567K
|
-$7.08K
|
-74
|
-1%
|
|
|
2040
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$566K
|
-$90K
|
-941
|
-13%
|
|
|
2041
|
|
$565K
|
-$59.1K
|
-618
|
-9%
|
|
|
2042
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$564K
|
-$130K
|
-1,361
|
-17%
|
|
|
2043
|
Excalibur Management
Waltham,
Massachusetts
|
$564K
|
-$157K
|
-1,645
|
-20%
|
|
|
2044
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$564K
|
+$4.11K
|
+43
|
+0.7%
|
|
|
2045
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$563K
|
-$144K
|
-1,509
|
-19%
|
|
|
2046
|
LGL Partners
Philadelphia,
Pennsylvania
|
$563K
|
-$83.9K
|
-877
|
-12%
|
|
|
2047
|
Morton Capital Management
Calabasas,
California
|
$562K
|
+$22.5K
|
+235
|
+4%
|
|
|
2048
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$561K
|
-$33.7K
|
-352
|
-5%
|
|
|
2049
|
Financial Partners Capital Management
New York
|
$561K
|
-$103K
|
-1,082
|
-14%
|
|
|
2050
|
|
$560K
|
-$127K
|
-1,328
|
-17%
|
|
