|
2026
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$233K
|
-$783
|
-17
|
-0.3%
|
|
|
2027
|
North American Management
Boston,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
|
2028
|
Beam Wealth Advisors
Covington,
Louisiana
|
$231K
|
-$66.1K
|
-1,436
|
-22%
|
|
|
2029
|
Ninety One (UK)
London,
United Kingdom
|
$231K
|
–
|
–
|
–
|
|
|
2030
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$231K
|
+$26K
|
+565
|
+12%
|
|
|
2031
|
BTC Capital Management
Des Moines,
Iowa
|
$231K
|
+$239K
|
+5,192
|
New
|
|
|
2032
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$230K
|
-$519K
|
-11,269
|
-69%
|
|
|
2033
|
SL Advisors
Westfield,
New Jersey
|
$230K
|
-$16.7K
|
-363
|
-7%
|
|
|
2034
|
CMC Financial Group
Atlanta,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
2035
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$230K
|
+$237K
|
+5,141
|
New
|
|
|
2036
|
Concentric Wealth Management
Lafayette,
California
|
$229K
|
–
|
–
|
–
|
|
|
2037
|
Aufman Associates
Sewickley,
Pennsylvania
|
$229K
|
+$138
|
+3
|
+0.1%
|
|
|
2038
|
Cambiar Investors
Denver,
Colorado
|
$229K
|
+$236K
|
+5,125
|
New
|
|
|
2039
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$228K
|
-$9.3K
|
-202
|
-4%
|
|
|
2040
|
RWA Wealth Partners
Newton,
Massachusetts
|
$228K
|
-$5.25K
|
-114
|
-2%
|
|
|
2041
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$228K
|
+$15.5K
|
+337
|
+7%
|
|
|
2042
|
McRae Capital Management
Morristown,
New Jersey
|
$227K
|
+$4.61K
|
+100
|
+2%
|
|
|
2043
|
Corundum Group
Colorado Springs,
Colorado
|
$226K
|
-$16.8K
|
-365
|
-7%
|
|
|
2044
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$226K
|
+$1.52K
|
+33
|
+0.7%
|
|
|
2045
|
Private Asset Management
San Diego,
California
|
$225K
|
+$232K
|
+5,030
|
New
|
|
|
2046
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$224K
|
+$92
|
+2
|
+0%
|
|
|
2047
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$224K
|
+$232K
|
+5,030
|
New
|
|
|
2048
|
Managed Account Services
Coconut Grove,
Florida
|
$223K
|
-$17.7K
|
-384
|
-8%
|
|
|
2049
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$223K
|
-$875
|
-19
|
-0.4%
|
|
|
2050
|
Icon Advisers
Greenwood Village,
Colorado
|
$223K
|
–
|
–
|
–
|
|
