|
2026
|
BCS Wealth Management
Johnson City,
Tennessee
|
$258K
|
+$251K
|
+4,664
|
New
|
|
|
2027
|
Mission Creek Capital Partners
San Francisco,
California
|
$258K
|
+$251K
|
+4,664
|
New
|
|
|
2028
|
CMC Financial Group
Atlanta,
Georgia
|
$257K
|
–
|
–
|
–
|
|
|
2029
|
Vigilant Capital Management
Portland,
Maine
|
$257K
|
+$29K
|
+540
|
+13%
|
|
|
2030
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$257K
|
+$250K
|
+4,644
|
New
|
|
|
2031
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$256K
|
-$1.29K
|
-24
|
-0.5%
|
|
|
2032
|
Wela Strategies
Atlanta,
Georgia
|
$256K
|
–
|
–
|
–
|
|
|
2033
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$255K
|
-$14.2K
|
-264
|
-5%
|
|
|
2034
|
Oak Asset Management
Westlake Village,
California
|
$255K
|
–
|
–
|
–
|
|
|
2035
|
Payden & Rygel
Los Angeles,
California
|
$255K
|
–
|
–
|
–
|
|
|
2036
|
Timber Hill
Greenwich,
Connecticut
|
$255K
|
+$247K
|
+4,600
|
New
|
|
|
2037
|
MBE Wealth Management
Tomah,
Wisconsin
|
$255K
|
+$248K
|
+4,618
|
New
|
|
|
2038
|
Arlington Partners
Birmingham,
Alabama
|
$254K
|
+$5.38K
|
+100
|
+2%
|
|
|
2039
|
Weiss Asset Management
Boston,
Massachusetts
|
$253K
|
-$22.1K
|
-411
|
-8%
|
|
|
2040
|
Arax Advisory Partners
Denver,
Colorado
|
$252K
|
-$29K
|
-540
|
-11%
|
|
|
2041
|
Orser Capital Management
Southlake,
Texas
|
$251K
|
+$10.8K
|
+200
|
+5%
|
|
|
2042
|
Balentine LLC
Atlanta,
Georgia
|
$251K
|
+$149K
|
+2,769
|
+156%
|
|
|
2043
|
Advisory Alpha
Holland,
Michigan
|
$251K
|
-$16.7K
|
-311
|
-7%
|
|
|
2044
|
Private Asset Management
San Diego,
California
|
$249K
|
-$163K
|
-3,029
|
-40%
|
|
|
2045
|
Alethea Capital Management
Mercer Island,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
2046
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
2047
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$249K
|
–
|
–
|
–
|
|
|
2048
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$248K
|
-$685K
|
-12,741
|
-74%
|
|
|
2049
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$247K
|
-$12.4K
|
-230
|
-5%
|
|
|
2050
|
Amarillo National Bank
Amarillo,
Texas
|
$247K
|
–
|
–
|
–
|
|
