|
2026
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$208K
|
-$2.54K
|
-25
|
-1%
|
|
|
2027
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
2028
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$203K
|
–
|
–
|
–
|
|
|
2029
|
Mendel Money Management
Northbrook,
Illinois
|
$202K
|
–
|
–
|
–
|
|
|
2030
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$202K
|
–
|
–
|
–
|
|
|
2031
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$200K
|
+$202K
|
+1,991
|
New
|
|
|
2032
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$182K
|
+$22.9K
|
+225
|
+14%
|
|
|
2033
|
Bollard Group
Boston,
Massachusetts
|
$178K
|
+$1.12K
|
+11
|
+0.6%
|
|
|
2034
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$178K
|
+$6.41K
|
+63
|
+4%
|
|
|
2035
|
Avior Wealth Management
Omaha,
Nebraska
|
$177K
|
-$4.88K
|
-48
|
-3%
|
|
|
2036
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$163K
|
–
|
–
|
–
|
|
|
2037
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$161K
|
–
|
–
|
–
|
|
|
2038
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$151K
|
–
|
–
|
–
|
|
|
2039
|
CKW Financial Group
Honolulu,
Hawaii
|
$149K
|
-$50.1K
|
-493
|
-25%
|
|
|
2040
|
Victory Capital Management
San Antonio,
Texas
|
$142K
|
-$6.13M
|
-60,259
|
-98%
|
|
|
2041
|
|
$141K
|
–
|
–
|
–
|
|
|
2042
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$133K
|
-$11.2M
|
-110,000
|
-99%
|
|
|
2043
|
Solaris Asset Management
New York
|
$132K
|
–
|
–
|
–
|
|
|
2044
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$130K
|
–
|
–
|
–
|
|
|
2045
|
Nelson Capital Management
Menlo Park,
California
|
$124K
|
–
|
–
|
–
|
|
|
2046
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$121K
|
-$13.7K
|
-135
|
-10%
|
|
|
2047
|
Horrell Capital Management
Little Rock,
Arkansas
|
$119K
|
–
|
–
|
–
|
|
|
2048
|
Orinda Asset Management
Lafayette,
California
|
$119K
|
+$6.2K
|
+61
|
+5%
|
|
|
2049
|
Financial Advantage
Columbia,
Maryland
|
$109K
|
–
|
–
|
–
|
|
|
2050
|
LBA Wealth Management
Jacksonville,
Florida
|
$108K
|
+$12.3K
|
+121
|
+13%
|
|
