|
2026
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
2027
|
FSA Wealth Management
Needham,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
2028
|
Archford Capital Strategies
Swansea,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
2029
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$226K
|
+$214K
|
+601
|
New
|
|
|
2030
|
Bainco International Investors
Boston,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
2031
|
Community Bank of Raymore
Raymore,
Missouri
|
$225K
|
–
|
–
|
–
|
|
|
2032
|
Ackerman Capital Advisors
Dallas,
Texas
|
$224K
|
-$3.92M
|
-11,000
|
-95%
|
|
|
2033
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
2034
|
First Ascent Asset Management
Denver,
Colorado
|
$223K
|
-$207K
|
-581
|
-49%
|
|
|
2035
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$223K
|
+$211K
|
+594
|
New
|
|
|
2036
|
LVM Capital Management
Portage,
Michigan
|
$223K
|
+$211K
|
+594
|
New
|
|
|
2037
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$221K
|
+$210K
|
+590
|
New
|
|
|
2038
|
Bickling Financial Services
Lexington,
Massachusetts
|
$218K
|
+$206K
|
+580
|
New
|
|
|
2039
|
Strategic Financial Services
Utica,
New York
|
$218K
|
+$206K
|
+580
|
New
|
|
|
2040
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$216K
|
+$205K
|
+575
|
New
|
|
|
2041
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$216K
|
+$205K
|
+575
|
New
|
|
|
2042
|
Thompson Investment Management
Madison,
Wisconsin
|
$216K
|
+$205K
|
+576
|
New
|
|
|
2043
|
NBT Bank
Norwich,
New York
|
$215K
|
+$204K
|
+572
|
New
|
|
|
2044
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$214K
|
+$200K
|
+563
|
New
|
|
|
2045
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$214K
|
+$203K
|
+571
|
New
|
|
|
2046
|
Raub Brock Capital Management
Larkspur,
California
|
$213K
|
+$202K
|
+568
|
New
|
|
|
2047
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$210K
|
-$15.3K
|
-43
|
-7%
|
|
|
2048
|
Ranch Capital Advisors
Sarasota,
Florida
|
$210K
|
-$5.7K
|
-16
|
-3%
|
|
|
2049
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$210K
|
+$199K
|
+559
|
New
|
|
|
2050
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$209K
|
+$137K
|
+385
|
+223%
|
|
