|
2026
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$241K
|
-$75.9K
|
-330
|
-22%
|
|
|
2027
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
2028
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
2029
|
AtlasMark Financial
Austin,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
2030
|
Bank of the West
Monterey Park,
California
|
$239K
|
-$34.5K
|
-150
|
-11%
|
|
|
2031
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$238K
|
+$2.3K
|
+10
|
+0.9%
|
|
|
2032
|
Laidlaw Wealth Management
New York City,
New York
|
$237K
|
-$35.9K
|
-156
|
-12%
|
|
|
2033
|
Berkeley Capital Partners
Milton,
Georgia
|
$237K
|
-$6.44K
|
-28
|
-2%
|
|
|
2034
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$236K
|
-$4.43M
|
-19,265
|
-94%
|
|
|
2035
|
Crewe Advisors
Salt Lake City,
Utah
|
$236K
|
+$153K
|
+667
|
+134%
|
|
|
2036
|
Hemington Wealth Management
Falls Church,
Virginia
|
$236K
|
+$269K
|
+1,168
|
New
|
|
|
2037
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$235K
|
–
|
–
|
–
|
|
|
2038
|
Fermata Advisors
Sonoma,
California
|
$234K
|
-$28.8K
|
-125
|
-10%
|
|
|
2039
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
2040
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$233K
|
–
|
–
|
–
|
|
|
2041
|
Gryphon Financial Partners
Columbus,
Ohio
|
$233K
|
+$14.9K
|
+65
|
+6%
|
|
|
2042
|
Golden Green
Seneca,
South Carolina
|
$233K
|
+$52.4K
|
+228
|
+25%
|
|
|
2043
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$232K
|
-$201K
|
-874
|
-43%
|
|
|
2044
|
Five Oceans Advisors
Santa Monica,
California
|
$232K
|
-$3.22K
|
-14
|
-1%
|
|
|
2045
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
2046
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$232K
|
+$152K
|
+659
|
+135%
|
|
|
2047
|
Callan Capital
La Jolla,
California
|
$231K
|
-$35K
|
-152
|
-12%
|
|
|
2048
|
Financial Engines Advisors
Santa Clara,
California
|
$231K
|
-$34K
|
-148
|
-11%
|
|
|
2049
|
Members Trust
Tampa,
Florida
|
$231K
|
+$263K
|
+1,142
|
New
|
|
|
2050
|
Townsend Asset Management
Raleigh,
North Carolina
|
$230K
|
+$16.3K
|
+71
|
+7%
|
|
