|
2026
|
Gradient Capital Advisors
San Diego,
California
|
$895K
|
+$172K
|
+1,273
|
+22%
|
|
|
2027
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$892K
|
+$32.4K
|
+240
|
+4%
|
|
|
2028
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$891K
|
+$80.6K
|
+596
|
+9%
|
|
|
2029
|
Diligent Investors
Redlands,
California
|
$890K
|
+$58.3K
|
+431
|
+7%
|
|
|
2030
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$889K
|
-$52K
|
-385
|
-5%
|
|
|
2031
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$883K
|
+$932K
|
+6,892
|
New
|
|
|
2032
|
Merit Financial Group
Alpharetta,
Georgia
|
$882K
|
+$14.3K
|
+106
|
+2%
|
|
|
2033
|
Partnervest Advisory Services
Santa Barbara,
California
|
$882K
|
+$255K
|
+1,888
|
+38%
|
|
|
2034
|
Krilogy Financial
St. Louis,
Missouri
|
$879K
|
+$106K
|
+785
|
+13%
|
|
|
2035
|
Garde Capital
Seattle,
Washington
|
$878K
|
+$26.4K
|
+195
|
+3%
|
|
|
2036
|
Empirical Wealth Management
Seattle,
Washington
|
$878K
|
+$72.3K
|
+535
|
+8%
|
|
|
2037
|
Capital Management
Glen Allen,
Virginia
|
$877K
|
-$55K
|
-407
|
-6%
|
|
|
2038
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$877K
|
+$929K
|
+6,874
|
New
|
|
|
2039
|
Empirical Finance
Havertown,
Pennsylvania
|
$876K
|
+$847K
|
+6,265
|
New
|
|
|
2040
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$867K
|
+$313K
|
+2,314
|
+52%
|
|
|
2041
|
D'Orazio & Associates
Falls Church,
Virginia
|
$864K
|
–
|
–
|
–
|
|
|
2042
|
Cahill Financial Advisors
Edina,
Minnesota
|
$863K
|
+$56.5K
|
+418
|
+7%
|
|
|
2043
|
Assured Investment Management
New York
|
$857K
|
-$2.37M
|
-17,508
|
-72%
|
|
|
2044
|
AllSquare Wealth Management
Albany,
New York
|
$857K
|
+$3.65K
|
+27
|
+0.4%
|
|
|
2045
|
Private Capital Advisors
Darien,
Connecticut
|
$856K
|
–
|
–
|
–
|
|
|
2046
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$855K
|
+$30K
|
+222
|
+3%
|
|
|
2047
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$855K
|
+$37.6K
|
+278
|
+4%
|
|
|
2048
|
Columbus Macro
New Castle,
Pennsylvania
|
$852K
|
-$23.4K
|
-173
|
-3%
|
|
|
2049
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$852K
|
-$1.35K
|
-10
|
-0.2%
|
|
|
2050
|
Verition Fund Management
Greenwich,
Connecticut
|
$850K
|
-$1.17M
|
-8,650
|
-57%
|
|
