|
2026
|
Confluence Investment Management
St. Louis,
Missouri
|
$226K
|
–
|
–
|
–
|
|
|
2027
|
CGN Advisors
Manhattan,
Kansas
|
$226K
|
+$4.44K
|
+24
|
+2%
|
|
|
2028
|
Graypoint LLC
Albany,
New York
|
$226K
|
+$8.33K
|
+45
|
+4%
|
|
|
2029
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$225K
|
-$230K
|
-1,241
|
-50%
|
|
|
2030
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$225K
|
-$14.8K
|
-80
|
-6%
|
|
|
2031
|
AMI Investment Management
Kendallville,
Indiana
|
$224K
|
+$32.4K
|
+175
|
+17%
|
|
|
2032
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$223K
|
–
|
–
|
–
|
|
|
2033
|
Berkeley Capital Partners
Milton,
Georgia
|
$222K
|
-$9.99K
|
-54
|
-4%
|
|
|
2034
|
Trust Company
Manhattan,
Kansas
|
$222K
|
-$9.44K
|
-51
|
-4%
|
|
|
2035
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$222K
|
+$3.33K
|
+18
|
+2%
|
|
|
2036
|
Cooper Financial Group
Irvine,
California
|
$222K
|
+$224K
|
+1,210
|
New
|
|
|
2037
|
Derbend Asset Management
Peachtree City,
Georgia
|
$221K
|
–
|
–
|
–
|
|
|
2038
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$221K
|
+$1.85K
|
+10
|
+0.8%
|
|
|
2039
|
Sompo Asset Management
Tokyo,
Japan
|
$221K
|
+$224K
|
+1,210
|
New
|
|
|
2040
|
Encompass Wealth Advisors
Portland,
Oregon
|
$220K
|
–
|
–
|
–
|
|
|
2041
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$220K
|
+$1.67K
|
+9
|
+0.8%
|
|
|
2042
|
Merriman Wealth Management
Seattle,
Washington
|
$219K
|
-$97.3K
|
-526
|
-31%
|
|
|
2043
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$219K
|
-$25.7K
|
-139
|
-10%
|
|
|
2044
|
Benin Management Corp
Wilton,
Connecticut
|
$219K
|
-$9.81K
|
-53
|
-4%
|
|
|
2045
|
Claremont Financial Group
Claremont,
California
|
$219K
|
–
|
–
|
–
|
|
|
2046
|
LCM Capital Management
Chicago,
Illinois
|
$219K
|
+$13.7K
|
+74
|
+7%
|
|
|
2047
|
Perennial Investment Advisors
Los Angeles,
California
|
$218K
|
-$170K
|
-918
|
-43%
|
|
|
2048
|
Trilogy Capital
Irvine,
California
|
$218K
|
-$44.6K
|
-241
|
-17%
|
|
|
2049
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$217K
|
-$71.8K
|
-388
|
-25%
|
|
|
2050
|
Probity Advisors
Dallas,
Texas
|
$216K
|
-$1.85K
|
-10
|
-0.8%
|
|
