|
2026
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.4M
|
-$14.6K
|
-100
|
-1%
|
|
|
2027
|
Arlington Partners
Birmingham,
Alabama
|
$1.39M
|
+$155K
|
+1,065
|
+12%
|
|
|
2028
|
Independent Financial Group
San Diego,
California
|
$1.39M
|
+$185K
|
+1,269
|
+15%
|
|
|
2029
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.39M
|
-$4.38M
|
-30,053
|
-75%
|
|
|
2030
|
AIA Investment Management
Singapore
|
$1.39M
|
+$567K
|
+3,893
|
+65%
|
|
|
2031
|
Blue Square Asset Management
New York
|
$1.38M
|
-$231K
|
-1,587
|
-14%
|
|
|
2032
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.38M
|
+$112K
|
+771
|
+9%
|
|
|
2033
|
Icon Advisers
Greenwood Village,
Colorado
|
$1.38M
|
–
|
–
|
–
|
|
|
2034
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.38M
|
+$24.9K
|
+171
|
+2%
|
|
|
2035
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.38M
|
-$127K
|
-869
|
-8%
|
|
|
2036
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$1.38M
|
+$617K
|
+4,235
|
+76%
|
|
|
2037
|
Mitchell Capital Management
Leawood,
Kansas
|
$1.37M
|
+$14.9K
|
+102
|
+1%
|
|
|
2038
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.37M
|
-$460K
|
-3,154
|
-24%
|
|
|
2039
|
Continuum Advisory
Eagle,
Idaho
|
$1.37M
|
+$16.8K
|
+115
|
+1%
|
|
|
2040
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.37M
|
+$301K
|
+2,068
|
+27%
|
|
|
2041
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.36M
|
+$25.8K
|
+177
|
+2%
|
|
|
2042
|
FORA Capital
Miami,
Florida
|
$1.36M
|
-$1.1M
|
-7,529
|
-44%
|
|
|
2043
|
Cooper Financial Group
Irvine,
California
|
$1.35M
|
+$106K
|
+727
|
+8%
|
|
|
2044
|
CFO4Life Group
Coppell,
Texas
|
$1.34M
|
-$21.7K
|
-149
|
-2%
|
|
|
2045
|
Mather Group
Chicago,
Illinois
|
$1.34M
|
+$770K
|
+5,287
|
+125%
|
|
|
2046
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.34M
|
+$472K
|
+3,239
|
+52%
|
|
|
2047
|
Flossbach von Storch AG Zurich
Zurich,
Switzerland
|
$1.34M
|
-$6.77M
|
-46,425
|
-83%
|
|
|
2048
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$1.34M
|
-$204K
|
-1,400
|
-13%
|
|
|
2049
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.33M
|
-$7.29K
|
-50
|
-0.5%
|
|
|
2050
|
|
$1.33M
|
-$63.5K
|
-436
|
-4%
|
|
