|
2026
|
Reinhart Partners
Mequon,
Wisconsin
|
$206K
|
-$1.31M
|
-13,066
|
-86%
|
|
|
2027
|
Montag & Caldwell
Atlanta,
Georgia
|
$205K
|
-$90.1K
|
-900
|
-30%
|
|
|
2028
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
2029
|
Navellier & Associates
Reno,
Nevada
|
$201K
|
-$4.71K
|
-47
|
-2%
|
|
|
2030
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$200K
|
–
|
–
|
–
|
|
|
2031
|
|
$180K
|
-$2.34M
|
-23,398
|
-93%
|
|
|
2032
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$179K
|
+$22K
|
+220
|
+14%
|
|
|
2033
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$178K
|
-$100K
|
-1,000
|
-35%
|
|
|
2034
|
Bollard Group
Boston,
Massachusetts
|
$174K
|
+$1.1K
|
+11
|
+0.6%
|
|
|
2035
|
Avior Wealth Management
Omaha,
Nebraska
|
$174K
|
+$2.1K
|
+21
|
+1%
|
|
|
2036
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$173K
|
–
|
–
|
–
|
|
|
2037
|
Seven Eight Capital
New York
|
$166K
|
+$170K
|
+1,700
|
New
|
|
|
2038
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$156K
|
–
|
–
|
–
|
|
|
2039
|
CKW Financial Group
Honolulu,
Hawaii
|
$154K
|
+$7.91K
|
+79
|
+5%
|
|
|
2040
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$147K
|
–
|
–
|
–
|
|
|
2041
|
SRB Corp
Boston,
Massachusetts
|
$139K
|
+$143K
|
+1,427
|
New
|
|
|
2042
|
|
$136K
|
–
|
–
|
–
|
|
|
2043
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$131K
|
+$5.51K
|
+55
|
+4%
|
|
|
2044
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$129K
|
–
|
–
|
–
|
|
|
2045
|
Solaris Asset Management
New York
|
$128K
|
–
|
–
|
–
|
|
|
2046
|
Nelson Capital Management
Menlo Park,
California
|
$120K
|
–
|
–
|
–
|
|
|
2047
|
Apriem Advisors
Irvine,
California
|
$120K
|
+$26.4K
|
+264
|
+27%
|
|
|
2048
|
Horrell Capital Management
Little Rock,
Arkansas
|
$115K
|
–
|
–
|
–
|
|
|
2049
|
Orinda Asset Management
Lafayette,
California
|
$115K
|
–
|
–
|
–
|
|
|
2050
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$109K
|
+$40.1K
|
+400
|
+56%
|
|
