|
2026
|
Tradition Capital Management
Summit,
New Jersey
|
$336K
|
-$10.3K
|
-200
|
-3%
|
|
|
2027
|
Affiance Financial
St. Louis Park,
Minnesota
|
$336K
|
–
|
–
|
–
|
|
|
2028
|
CNB Bank
Clearfield,
Pennsylvania
|
$334K
|
+$327K
|
+6,340
|
New
|
|
|
2029
|
PrairieView Partners
St. Paul,
Minnesota
|
$333K
|
+$326K
|
+6,320
|
New
|
|
|
2030
|
Ritholtz Wealth Management
New York
|
$332K
|
+$70.2K
|
+1,360
|
+28%
|
|
|
2031
|
Dragon Financial & Investment Group
San Mateo,
California
|
$332K
|
+$325K
|
+6,300
|
New
|
|
|
2032
|
Cerity Partners OCIO
New York
|
$331K
|
+$28.9K
|
+560
|
+9%
|
|
|
2033
|
Titus Wealth Management
Larskpur,
California
|
$331K
|
+$325K
|
+6,300
|
New
|
|
|
2034
|
LVM Capital Management
Portage,
Michigan
|
$328K
|
–
|
–
|
–
|
|
|
2035
|
Shoker Investment Counsel
Oxford,
Ohio
|
$326K
|
-$5.16K
|
-100
|
-2%
|
|
|
2036
|
Larson Financial Group
St Louis,
Missouri
|
$326K
|
+$319K
|
+6,180
|
New
|
|
|
2037
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$324K
|
–
|
–
|
–
|
|
|
2038
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$324K
|
+$172K
|
+3,340
|
+118%
|
|
|
2039
|
Tarbox Family Office
Newport Beach,
California
|
$323K
|
–
|
–
|
–
|
|
|
2040
|
|
$322K
|
–
|
–
|
–
|
|
|
2041
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
2042
|
Vivaldi Capital Management
Chicago,
Illinois
|
$319K
|
+$9.29K
|
+180
|
+3%
|
|
|
2043
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$319K
|
+$313K
|
+6,060
|
New
|
|
|
2044
|
Front Row Advisors
Tiburon,
California
|
$319K
|
+$313K
|
+6,060
|
New
|
|
|
2045
|
Two Sigma Investments
New York
|
$317K
|
-$89.9M
|
-1,741,780
|
-100%
|
|
|
2046
|
Sustainable Insight Capital Management
New York
|
$316K
|
–
|
–
|
–
|
|
|
2047
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$314K
|
-$16.5K
|
-320
|
-5%
|
|
|
2048
|
Probity Advisors
Dallas,
Texas
|
$314K
|
+$2.06K
|
+40
|
+0.7%
|
|
|
2049
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$314K
|
+$8.26K
|
+160
|
+3%
|
|
|
2050
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$310K
|
-$36.1K
|
-700
|
-11%
|
|
