|
2026
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.93M
|
-$66.1K
|
-421
|
-3%
|
|
|
2027
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.93M
|
+$63.5K
|
+404
|
+3%
|
|
|
2028
|
Washington Capital Management
Seattle,
Washington
|
$1.93M
|
+$72.2K
|
+460
|
+4%
|
|
|
2029
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.92M
|
+$113K
|
+720
|
+6%
|
|
|
2030
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.92M
|
+$259K
|
+1,646
|
+15%
|
|
|
2031
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.92M
|
+$125K
|
+794
|
+7%
|
|
|
2032
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.91M
|
+$281K
|
+1,792
|
+17%
|
|
|
2033
|
Perpetual Investment Management
Sydney,
Australia
|
$1.91M
|
-$410K
|
-2,613
|
-18%
|
|
|
2034
|
Bath Savings Trust
Bath,
Maine
|
$1.9M
|
+$55K
|
+350
|
+3%
|
|
|
2035
|
WorldQuant Millennium Advisors
New York
|
$1.9M
|
-$13.2M
|
-84,267
|
-87%
|
|
|
2036
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.9M
|
+$35.3K
|
+225
|
+2%
|
|
|
2037
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.9M
|
+$40.7K
|
+259
|
+2%
|
|
|
2038
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.9M
|
+$1.18M
|
+7,516
|
+161%
|
|
|
2039
|
Boston Common Asset Management
Boston,
Massachusetts
|
$1.89M
|
+$95.8K
|
+610
|
+5%
|
|
|
2040
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.89M
|
-$94.2K
|
-600
|
-5%
|
|
|
2041
|
Calton & Associates
Tampa,
Florida
|
$1.89M
|
-$1.18M
|
-7,518
|
-38%
|
|
|
2042
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.89M
|
+$160K
|
+1,020
|
+9%
|
|
|
2043
|
Premier Asset Management
Chicago,
Illinois
|
$1.88M
|
+$392K
|
+2,496
|
+26%
|
|
|
2044
|
Ategra Capital Management
Vienna,
Virginia
|
$1.88M
|
-$46.3K
|
-295
|
-2%
|
|
|
2045
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.88M
|
-$134K
|
-856
|
-7%
|
|
|
2046
|
CX Institutional
Auburn,
Indiana
|
$1.88M
|
-$99.3K
|
-632
|
-5%
|
|
|
2047
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.87M
|
-$209K
|
-1,331
|
-10%
|
|
|
2048
|
Tarbox Family Office
Newport Beach,
California
|
$1.87M
|
+$741K
|
+4,717
|
+64%
|
|
|
2049
|
Summit X LLC
Chesterfield,
Missouri
|
$1.87M
|
-$60K
|
-382
|
-3%
|
|
|
2050
|
BigSur Wealth Management
Miami,
Florida
|
$1.86M
|
-$298K
|
-1,900
|
-14%
|
|
