|
2026
|
North Star Investment Management
Chicago,
Illinois
|
$190K
|
+$1.01K
|
+2
|
+0.5%
|
|
|
2027
|
|
$188K
|
-$59.9M
|
-118,277
|
-100%
|
|
|
2028
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$186K
|
–
|
–
|
–
|
|
|
2029
|
West Paces Advisors
Atlanta,
Georgia
|
$186K
|
+$181K
|
+358
|
New
|
|
|
2030
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$178K
|
-$10.6K
|
-21
|
-6%
|
|
|
2031
|
Pilgrim Partners Asia
Singapore
|
$176K
|
–
|
–
|
–
|
|
|
2032
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$174K
|
+$63.3K
|
+125
|
+59%
|
|
|
2033
|
Hollencrest Capital Management
Newport Beach,
California
|
$172K
|
–
|
–
|
–
|
|
|
2034
|
CNB Bank
Clearfield,
Pennsylvania
|
$171K
|
-$506
|
-1
|
-0.3%
|
|
|
2035
|
MCF Advisors
Covington,
Kentucky
|
$171K
|
+$7.09K
|
+14
|
+4%
|
|
|
2036
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$168K
|
-$469K
|
-926
|
-74%
|
|
|
2037
|
Tompkins Financial
Ithaca,
New York
|
$168K
|
-$9.12K
|
-18
|
-5%
|
|
|
2038
|
Key Financial Inc
West Chester,
Pennsylvania
|
$167K
|
–
|
–
|
–
|
|
|
2039
|
Payden & Rygel
Los Angeles,
California
|
$166K
|
+$162K
|
+320
|
New
|
|
|
2040
|
Westfuller Advisors
New York
|
$164K
|
+$153K
|
+303
|
+2,331%
|
|
|
2041
|
Godfrey Financial Associates
Glenmont,
New York
|
$164K
|
–
|
–
|
–
|
|
|
2042
|
Private Wealth Management Group
Princeton,
New Jersey
|
$164K
|
-$4.05K
|
-8
|
-2%
|
|
|
2043
|
Westside Investment Management
Santa Monica,
California
|
$162K
|
–
|
–
|
–
|
|
|
2044
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$159K
|
–
|
–
|
–
|
|
|
2045
|
|
$156K
|
–
|
–
|
–
|
|
|
2046
|
Blume Capital Management
Berkeley,
California
|
$156K
|
-$5.07K
|
-10
|
-3%
|
|
|
2047
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$156K
|
–
|
–
|
–
|
|
|
2048
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$150K
|
-$506
|
-1
|
-0.3%
|
|
|
2049
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$150K
|
+$5.07K
|
+10
|
+4%
|
|
|
2050
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$149K
|
-$72.9K
|
-144
|
-33%
|
|
