|
2026
|
Sterling Investment Counsel
Buffalo,
New York
|
$4.2M
|
+$2.45M
|
+9,601
|
+128%
|
|
|
2027
|
Marest Capital
Tarzana,
California
|
$4.18M
|
+$38K
|
+149
|
+0.9%
|
|
|
2028
|
KPP Advisory Services
Louisville,
Kentucky
|
$4.17M
|
+$935K
|
+3,667
|
+27%
|
|
|
2029
|
Bull Street Advisors
Savannah,
Georgia
|
$4.16M
|
-$19.1K
|
-75
|
-0.4%
|
|
|
2030
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$4.15M
|
+$132K
|
+519
|
+3%
|
|
|
2031
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$4.14M
|
+$211K
|
+827
|
+5%
|
|
|
2032
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.14M
|
+$31.1K
|
+122
|
+0.7%
|
|
|
2033
|
Wealth Alliance
Mellville,
New York
|
$4.13M
|
+$118K
|
+461
|
+3%
|
|
|
2034
|
Wills Financial Group
Richmond,
Virginia
|
$4.13M
|
-$5.1K
|
-20
|
-0.1%
|
|
|
2035
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$4.13M
|
-$139K
|
-547
|
-3%
|
|
|
2036
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$4.13M
|
–
|
–
|
–
|
|
|
2037
|
Permanens Capital
New York
|
$4.12M
|
+$345K
|
+1,355
|
+9%
|
|
|
2038
|
Kesler Norman & Wride
Ogden,
Utah
|
$4.12M
|
+$662K
|
+2,598
|
+18%
|
|
|
2039
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$4.12M
|
–
|
–
|
–
|
|
|
2040
|
United Advisor Group
Cincinnati,
Ohio
|
$4.11M
|
-$456K
|
-1,790
|
-10%
|
|
|
2041
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$4.11M
|
-$23.7K
|
-93
|
-0.6%
|
|
|
2042
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$4.1M
|
+$149K
|
+585
|
+4%
|
|
|
2043
|
Vision Financial Markets
Stamford,
Connecticut
|
$4.1M
|
-$19.9K
|
-78
|
-0.5%
|
|
|
2044
|
Searle & Co
Greenwich,
Connecticut
|
$4.09M
|
–
|
–
|
–
|
|
|
2045
|
Portside Wealth Group
Provo,
Utah
|
$4.09M
|
-$67.6K
|
-265
|
-2%
|
|
|
2046
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$4.07M
|
+$10.7K
|
+42
|
+0.3%
|
|
|
2047
|
First Bankers Trust
Louisville,
Kentucky
|
$4.06M
|
+$146K
|
+574
|
+4%
|
|
|
2048
|
KP Management
Edina,
Minnesota
|
$4.05M
|
–
|
–
|
–
|
|
|
2049
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4.05M
|
+$250K
|
+982
|
+6%
|
|
|
2050
|
Financial Engines Advisors
Santa Clara,
California
|
$4.05M
|
-$12.5K
|
-49
|
-0.3%
|
|
