|
2026
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$291K
|
+$4.6K
|
+10
|
+2%
|
|
|
2027
|
LMCG Investments
Boston,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
2028
|
iSAM Funds (UK)
London,
United Kingdom
|
$289K
|
-$945K
|
-2,052
|
-76%
|
|
|
2029
|
Rockbridge Investment Management
Syracuse,
New York
|
$287K
|
+$296K
|
+643
|
New
|
|
|
2030
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$287K
|
-$25.8K
|
-56
|
-8%
|
|
|
2031
|
Panoramic Investment Advisors
Denver,
Colorado
|
$287K
|
-$22.6K
|
-49
|
-7%
|
|
|
2032
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$286K
|
+$49.3K
|
+107
|
+20%
|
|
|
2033
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$286K
|
-$83.8K
|
-182
|
-22%
|
|
|
2034
|
TigerOak Management
Albuquerque,
New Mexico
|
$286K
|
-$9.21K
|
-20
|
-3%
|
|
|
2035
|
ACAS LLC
Rancho Santa Fe,
California
|
$286K
|
–
|
–
|
–
|
|
|
2036
|
True North Advisors
Dallas,
Texas
|
$285K
|
-$3.68K
|
-8
|
-1%
|
|
|
2037
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$285K
|
+$8.75K
|
+19
|
+3%
|
|
|
2038
|
Gibson Capital
Wexford,
Pennsylvania
|
$285K
|
+$294K
|
+638
|
New
|
|
|
2039
|
Ingalls & Snyder LLC
New York
|
$285K
|
–
|
–
|
–
|
|
|
2040
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$285K
|
+$12K
|
+26
|
+4%
|
|
|
2041
|
IFC Advisors
Los Angeles,
California
|
$285K
|
+$3.68K
|
+8
|
+1%
|
|
|
2042
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$285K
|
-$921
|
-2
|
-0.3%
|
|
|
2043
|
Cohen Capital Management
Corte Madera,
California
|
$285K
|
–
|
–
|
–
|
|
|
2044
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$285K
|
+$11K
|
+24
|
+4%
|
|
|
2045
|
bLong Financial
Memphis,
Tennessee
|
$284K
|
–
|
–
|
–
|
|
|
2046
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
2047
|
Wright Investors Service
Shelton,
Connecticut
|
$283K
|
-$30.4K
|
-66
|
-9%
|
|
|
2048
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$282K
|
–
|
–
|
–
|
|
|
2049
|
Yukon Wealth Management
Overland Park,
Kansas
|
$282K
|
+$290K
|
+631
|
New
|
|
|
2050
|
Morse Asset Management
Darien,
Connecticut
|
$281K
|
-$841K
|
-1,828
|
-74%
|
|
