|
2026
|
Titleist Asset Management
San Antonio,
Texas
|
$1.44M
|
+$213K
|
+584
|
+15%
|
|
|
2027
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$1.44M
|
-$54.7K
|
-150
|
-3%
|
|
|
2028
|
|
$1.43M
|
+$651K
|
+1,787
|
+70%
|
|
|
2029
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.43M
|
-$35.7K
|
-98
|
-2%
|
|
|
2030
|
Bank OZK
Little Rock,
Arkansas
|
$1.43M
|
-$46.6K
|
-128
|
-3%
|
|
|
2031
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.43M
|
+$46.3K
|
+127
|
+3%
|
|
|
2032
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.42M
|
-$227K
|
-622
|
-13%
|
|
|
2033
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.42M
|
+$46.6K
|
+128
|
+3%
|
|
|
2034
|
Anchyra Partners
Atlanta,
Georgia
|
$1.42M
|
-$106K
|
-292
|
-6%
|
|
|
2035
|
Grandfield & Dodd
New York
|
$1.42M
|
-$364
|
-1
|
-0%
|
|
|
2036
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.42M
|
+$13.8K
|
+38
|
+0.9%
|
|
|
2037
|
Tempo Wealth
Independence,
Ohio
|
$1.42M
|
-$10.9K
|
-30
|
-0.7%
|
|
|
2038
|
Granite Harbor Advisors
Houston,
Texas
|
$1.42M
|
+$729
|
+2
|
+0%
|
|
|
2039
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.42M
|
–
|
–
|
–
|
|
|
2040
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.42M
|
-$523K
|
-1,435
|
-25%
|
|
|
2041
|
First County Bank
Stamford,
Connecticut
|
$1.42M
|
+$162K
|
+445
|
+12%
|
|
|
2042
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.41M
|
+$89.3K
|
+245
|
+6%
|
|
|
2043
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.41M
|
+$124K
|
+340
|
+9%
|
|
|
2044
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.41M
|
+$364
|
+1
|
+0%
|
|
|
2045
|
Global Financial Private Client
Sarasota,
Florida
|
$1.41M
|
+$27K
|
+74
|
+2%
|
|
|
2046
|
LCM Capital Management
Chicago,
Illinois
|
$1.41M
|
+$3.28K
|
+9
|
+0.2%
|
|
|
2047
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.41M
|
-$42.3K
|
-116
|
-3%
|
|
|
2048
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$1.4M
|
+$1.55M
|
+4,260
|
New
|
|
|
2049
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.4M
|
+$8.38K
|
+23
|
+0.5%
|
|
|
2050
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.4M
|
-$72.9K
|
-200
|
-4%
|
|
