|
2026
|
Churchill Financial Advisors
Louisville,
Kentucky
|
$14.7M
|
-$364K
|
-900
|
-2%
|
|
|
2027
|
Indivisible Partners
Clearwater,
Florida
|
$14.7M
|
+$5.1M
|
+12,602
|
+47%
|
|
|
2028
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$14.7M
|
–
|
–
|
–
|
|
|
2029
|
McCollum Christoferson Group
Amherst,
New York
|
$14.7M
|
-$307K
|
-758
|
-0.9%
|
|
|
2030
|
Manchester Capital Management
Manchester,
Vermont
|
$14.7M
|
+$120K
|
+296
|
+0.8%
|
|
|
2031
|
Osprey Private Wealth
New York
|
$14.6M
|
+$1.99M
|
+4,917
|
+14%
|
|
|
2032
|
Legacy Financial Advisors
Covington,
Kentucky
|
$14.6M
|
+$1.66M
|
+4,101
|
+12%
|
|
|
2033
|
True North Advisors
Dallas,
Texas
|
$14.6M
|
+$133K
|
+328
|
+0.8%
|
|
|
2034
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$14.5M
|
-$600K
|
-1,484
|
-4%
|
|
|
2035
|
|
$14.5M
|
+$274K
|
+676
|
+2%
|
|
|
2036
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$14.5M
|
-$303K
|
-750
|
-2%
|
|
|
2037
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$14.5M
|
+$889K
|
+2,196
|
+6%
|
|
|
2038
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$14.5M
|
+$116K
|
+286
|
+0.7%
|
|
|
2039
|
Lafayette Investments
Ashton,
Maryland
|
$14.5M
|
+$813K
|
+2,009
|
+5%
|
|
|
2040
|
Two Star Manager
Miami Beach,
Florida
|
$14.5M
|
–
|
–
|
–
|
|
|
2041
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$14.5M
|
+$3.74M
|
+9,240
|
+31%
|
|
|
2042
|
Westmount Partners
Los Angeles,
California
|
$14.4M
|
+$301K
|
+744
|
+2%
|
|
|
2043
|
Corecam Pte Ltd
Singapore,
|
$14.4M
|
+$3.75M
|
+9,270
|
+32%
|
|
|
2044
|
Scholtz & Company
Stamford,
Connecticut
|
$14.4M
|
-$845K
|
-2,089
|
-5%
|
|
|
2045
|
Stonebridge Capital Management
Los Angeles,
California
|
$14.4M
|
-$1.98M
|
-4,896
|
-11%
|
|
|
2046
|
Bradyco Inc
Cambridge,
Massachusetts
|
$14.4M
|
–
|
–
|
–
|
|
|
2047
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$14.4M
|
+$153K
|
+377
|
+1%
|
|
|
2048
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$14.4M
|
-$5.38M
|
-13,294
|
-26%
|
|
|
2049
|
Texas Bank & Trust
Longview,
Texas
|
$14.3M
|
+$236K
|
+583
|
+2%
|
|
|
2050
|
QV Investors
Calgary,
Alberta, Canada
|
$14.3M
|
+$15.6M
|
+38,460
|
New
|
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