|
2026
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$5.6M
|
-$424K
|
-1,365
|
-7%
|
|
|
2027
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$5.6M
|
-$196K
|
-632
|
-4%
|
|
|
2028
|
William Blair Investment Management
Chicago,
Illinois
|
$5.59M
|
-$1.08M
|
-3,474
|
-17%
|
|
|
2029
|
Jessup Wealth Management
Dayton,
Ohio
|
$5.58M
|
-$127K
|
-410
|
-2%
|
|
|
2030
|
Natural Investments
Windsor,
California
|
$5.58M
|
+$152K
|
+490
|
+3%
|
|
|
2031
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5.57M
|
-$169K
|
-543
|
-3%
|
|
|
2032
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.57M
|
+$678K
|
+2,184
|
+15%
|
|
|
2033
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.56M
|
+$270K
|
+868
|
+5%
|
|
|
2034
|
Triveni Capital Investments
Stamford,
Connecticut
|
$5.56M
|
-$2.29M
|
-7,384
|
-30%
|
|
|
2035
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$5.56M
|
-$474K
|
-1,526
|
-8%
|
|
|
2036
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$5.55M
|
-$693K
|
-2,230
|
-12%
|
|
|
2037
|
Bank OZK
Little Rock,
Arkansas
|
$5.55M
|
-$138K
|
-445
|
-3%
|
|
|
2038
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.55M
|
-$11.8K
|
-38
|
-0.2%
|
|
|
2039
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$5.54M
|
-$62.1K
|
-200
|
-1%
|
|
|
2040
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$5.54M
|
-$24.2K
|
-78
|
-0.5%
|
|
|
2041
|
NWF Advisory Services
Los Angeles,
California
|
$5.53M
|
+$49.4K
|
+159
|
+1%
|
|
|
2042
|
Bay Colony Advisors
Concord,
Massachusetts
|
$5.52M
|
-$5.59K
|
-18
|
-0.1%
|
|
|
2043
|
Prosperitas Financial
Valencia,
California
|
$5.51M
|
+$448K
|
+1,442
|
+9%
|
|
|
2044
|
Harvey Investment Company
Louisville,
Kentucky
|
$5.51M
|
-$643K
|
-2,070
|
-11%
|
|
|
2045
|
PCM Encore
Aspen,
Colorado
|
$5.5M
|
+$9.32K
|
+30
|
+0.2%
|
|
|
2046
|
3Chopt Investment Partners
Richmond,
Virginia
|
$5.49M
|
-$261K
|
-842
|
-5%
|
|
|
2047
|
Investment Advisory Services
The Woodlands,
Texas
|
$5.47M
|
+$3.73K
|
+12
|
+0.1%
|
|
|
2048
|
Tannin Capital
Charlotte,
North Carolina
|
$5.47M
|
-$55K
|
-177
|
-1%
|
|
|
2049
|
Sweeney & Michel
Chico,
California
|
$5.46M
|
-$575K
|
-1,850
|
-11%
|
|
|
2050
|
Searle & Co
Greenwich,
Connecticut
|
$5.46M
|
–
|
–
|
–
|
|
