|
2026
|
Peak Financial Management
Wellesley,
Massachusetts
|
$220K
|
+$214K
|
+4,200
|
New
|
|
|
2027
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
2028
|
Koch Industries
Wichita,
Kansas
|
$219K
|
-$548K
|
-10,760
|
-72%
|
|
|
2029
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
2030
|
REDW Wealth
Albuquerque,
New Mexico
|
$219K
|
–
|
–
|
–
|
|
|
2031
|
Corundum Group
Colorado Springs,
Colorado
|
$218K
|
+$212K
|
+4,160
|
New
|
|
|
2032
|
NewFocus Financial Group
Vancouver,
Washington
|
$216K
|
+$210K
|
+4,120
|
New
|
|
|
2033
|
Stockman Wealth Management
Billings,
Montana
|
$216K
|
+$210K
|
+4,120
|
New
|
|
|
2034
|
MCF Advisors
Covington,
Kentucky
|
$215K
|
–
|
–
|
–
|
|
|
2035
|
Davis Rea
Toronto,
Ontario, Canada
|
$215K
|
+$209K
|
+4,100
|
New
|
|
|
2036
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$213K
|
-$4.07K
|
-80
|
-2%
|
|
|
2037
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$213K
|
+$208K
|
+4,080
|
New
|
|
|
2038
|
Excalibur Management
Waltham,
Massachusetts
|
$213K
|
+$208K
|
+4,080
|
New
|
|
|
2039
|
Gradient Capital Advisors
San Diego,
California
|
$213K
|
+$208K
|
+4,080
|
New
|
|
|
2040
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$212K
|
+$206K
|
+4,040
|
New
|
|
|
2041
|
Trellis Advisors
Ellensburg,
Washington
|
$212K
|
+$207K
|
+4,060
|
New
|
|
|
2042
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$211K
|
+$204K
|
+4,000
|
New
|
|
|
2043
|
|
$211K
|
+$206K
|
+4,040
|
New
|
|
|
2044
|
KHP Capital
Tulsa,
Oklahoma
|
$211K
|
+$206K
|
+4,040
|
New
|
|
|
2045
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$211K
|
+$206K
|
+4,040
|
New
|
|
|
2046
|
Benin Management Corp
Wilton,
Connecticut
|
$210K
|
+$205K
|
+4,020
|
New
|
|
|
2047
|
Jones Financial Companies
Des Peres,
Missouri
|
$209K
|
-$376K
|
-7,380
|
-65%
|
|
|
2048
|
Lenox Wealth Advisors
New York
|
$208K
|
+$8.14K
|
+160
|
+4%
|
|
|
2049
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$207K
|
–
|
–
|
–
|
|
|
2050
|
CWH Capital Management
Spokane,
Washington
|
$207K
|
+$6.11K
|
+120
|
+3%
|
|
