|
2026
|
HeadInvest LLC
Portland,
Maine
|
$247K
|
+$239K
|
+4,420
|
New
|
|
|
2027
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$245K
|
-$23.8K
|
-440
|
-9%
|
|
|
2028
|
Aries Wealth Management
Portland,
Maine
|
$245K
|
–
|
–
|
–
|
|
|
2029
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$245K
|
+$238K
|
+4,400
|
New
|
|
|
2030
|
Investment Partners
New Philadelphia,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
2031
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
2032
|
|
$240K
|
–
|
–
|
–
|
|
|
2033
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
2034
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$239K
|
–
|
–
|
–
|
|
|
2035
|
Colorado Capital Management
Boulder,
Colorado
|
$238K
|
-$23.8K
|
-440
|
-9%
|
|
|
2036
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$237K
|
–
|
–
|
–
|
|
|
2037
|
American Economic Planning Group
Warren,
New Jersey
|
$235K
|
-$32.4K
|
-600
|
-12%
|
|
|
2038
|
Alpha Windward
Westwood,
Massachusetts
|
$234K
|
-$6.48K
|
-120
|
-3%
|
|
|
2039
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
2040
|
Summit Asset Management
Memphis,
Tennessee
|
$233K
|
+$4.32K
|
+80
|
+2%
|
|
|
2041
|
Doliver Advisors
Houston,
Texas
|
$233K
|
+$6.48K
|
+120
|
+3%
|
|
|
2042
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$233K
|
+$10.8K
|
+200
|
+5%
|
|
|
2043
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$231K
|
+$224K
|
+4,140
|
New
|
|
|
2044
|
CWH Capital Management
Spokane,
Washington
|
$230K
|
+$8.64K
|
+160
|
+4%
|
|
|
2045
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$228K
|
-$5.4K
|
-100
|
-2%
|
|
|
2046
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$228K
|
–
|
–
|
–
|
|
|
2047
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$226K
|
–
|
–
|
–
|
|
|
2048
|
|
$225K
|
–
|
–
|
–
|
|
|
2049
|
Northwest Wealth Management
Spencer,
Iowa
|
$225K
|
–
|
–
|
–
|
|
|
2050
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$225K
|
+$25.9K
|
+480
|
+13%
|
|
