|
2026
|
Forte Capital
Rochester,
New York
|
$1.04M
|
-$111K
|
-430
|
-10%
|
|
|
2027
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.03M
|
+$8.51K
|
+33
|
+0.8%
|
|
|
2028
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.03M
|
+$365K
|
+1,415
|
+56%
|
|
|
2029
|
ARS Investment Partners
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
2030
|
New England Research & Management
Chicago,
Illinois
|
$1.02M
|
-$625K
|
-2,425
|
-38%
|
|
|
2031
|
Mather Group
Chicago,
Illinois
|
$1.02M
|
+$30.9K
|
+120
|
+3%
|
|
|
2032
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.02M
|
-$11.1K
|
-43
|
-1%
|
|
|
2033
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$1.02M
|
-$1.81M
|
-7,029
|
-64%
|
|
|
2034
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.02M
|
-$103K
|
-400
|
-9%
|
|
|
2035
|
Malaga Cove Capital
Pv Estates,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
2036
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.01M
|
-$475K
|
-1,843
|
-32%
|
|
|
2037
|
Jump Financial
Chicago,
Illinois
|
$1.01M
|
+$990K
|
+3,840
|
New
|
|
|
2038
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$1M
|
-$297K
|
-1,150
|
-23%
|
|
|
2039
|
Secure Asset Management
Troy,
Michigan
|
$995K
|
-$88.2K
|
-342
|
-8%
|
|
|
2040
|
IMS Capital Management
Portland,
Oregon
|
$990K
|
+$180K
|
+698
|
+23%
|
|
|
2041
|
Gemmer Asset Management
Walnut Creek,
California
|
$982K
|
-$78.4K
|
-304
|
-8%
|
|
|
2042
|
Ceeto Capital Group
Coral Gables,
Florida
|
$982K
|
–
|
–
|
–
|
|
|
2043
|
Calton & Associates
Tampa,
Florida
|
$978K
|
-$46.2K
|
-179
|
-5%
|
|
|
2044
|
|
$976K
|
-$201K
|
-780
|
-17%
|
|
|
2045
|
Algert Global
San Francisco,
California
|
$974K
|
+$421K
|
+1,634
|
+78%
|
|
|
2046
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$961K
|
+$14.7K
|
+57
|
+2%
|
|
|
2047
|
DFPG Investments
Sandy,
Utah
|
$960K
|
-$183K
|
-710
|
-16%
|
|
|
2048
|
Wolverine Trading
Chicago,
Illinois
|
$958K
|
-$22.2M
|
-86,204
|
-96%
|
|
|
2049
|
Copperwynd Financial
Scottsdale,
Arizona
|
$957K
|
+$68.6K
|
+266
|
+8%
|
|
|
2050
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$950K
|
-$56.7K
|
-220
|
-6%
|
|
