|
2026
|
Schnieders Capital Management
Pasadena,
California
|
$918K
|
+$457
|
+1
|
+0.1%
|
|
|
2027
|
Aviso Wealth Management
Bellevue,
Washington
|
$915K
|
-$115K
|
-252
|
-12%
|
|
|
2028
|
Madison Asset Management
Madison,
Wisconsin
|
$913K
|
-$1.83K
|
-4
|
-0.2%
|
|
|
2029
|
Cadinha & Co
Honolulu,
Hawaii
|
$913K
|
–
|
–
|
–
|
|
|
2030
|
Tributary Capital Management
Omaha,
Nebraska
|
$910K
|
-$126K
|
-275
|
-13%
|
|
|
2031
|
Van Den Berg Management I
Austin,
Texas
|
$909K
|
-$19.7K
|
-43
|
-2%
|
|
|
2032
|
BSW Wealth Partners
Boulder,
Colorado
|
$908K
|
-$10.1K
|
-22
|
-1%
|
|
|
2033
|
Janiczek Wealth Management
Denver,
Colorado
|
$907K
|
+$69.5K
|
+152
|
+9%
|
|
|
2034
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$906K
|
-$52.1K
|
-114
|
-6%
|
|
|
2035
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$903K
|
-$74.5K
|
-163
|
-8%
|
|
|
2036
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$900K
|
+$2.29K
|
+5
|
+0.3%
|
|
|
2037
|
Callan Capital
La Jolla,
California
|
$900K
|
+$198K
|
+434
|
+30%
|
|
|
2038
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$900K
|
-$38.9K
|
-85
|
-4%
|
|
|
2039
|
Clare Market Investments
Dallas,
Texas
|
$898K
|
+$16.5K
|
+36
|
+2%
|
|
|
2040
|
Sterling Investment Counsel
Buffalo,
New York
|
$897K
|
+$52.6K
|
+115
|
+7%
|
|
|
2041
|
Solstein Capital
Menlo Park,
California
|
$895K
|
-$10.5K
|
-23
|
-1%
|
|
|
2042
|
Byrne Asset Management
Kingston,
New Jersey
|
$891K
|
-$846K
|
-1,851
|
Closed
|
|
|
2043
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$889K
|
+$16K
|
+35
|
+2%
|
|
|
2044
|
D.J. St. Germain
Springfield,
Massachusetts
|
$889K
|
+$4.11K
|
+9
|
+0.5%
|
|
|
2045
|
Washington Trust
Westerly,
Rhode Island
|
$884K
|
–
|
–
|
–
|
|
|
2046
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$882K
|
+$914
|
+2
|
+0.1%
|
|
|
2047
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$881K
|
–
|
–
|
–
|
|
|
2048
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$878K
|
-$17.8K
|
-39
|
-2%
|
|
|
2049
|
Webster Bank
Waterbury,
Connecticut
|
$875K
|
+$44.3K
|
+97
|
+6%
|
|
|
2050
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$874K
|
-$50.3K
|
-110
|
-5%
|
|
