|
2026
|
PHH Investments
Addison,
Texas
|
$1.02M
|
-$79.3K
|
-1,086
|
-7%
|
|
|
2027
|
VNBTrust National Association
Charlottesville,
Virginia
|
$1.01M
|
-$39.3K
|
-538
|
-4%
|
|
|
2028
|
Gould Asset Management
Claremont,
California
|
$1.01M
|
+$28.5K
|
+390
|
+3%
|
|
|
2029
|
Norway Savings Bank
Portland,
Maine
|
$996K
|
+$11.7K
|
+160
|
+1%
|
|
|
2030
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$991K
|
+$13K
|
+178
|
+1%
|
|
|
2031
|
Smith, Moore & Co
Clayton,
Missouri
|
$978K
|
+$264K
|
+3,611
|
+38%
|
|
|
2032
|
Matisse Capital
Portland,
Oregon
|
$977K
|
-$117K
|
-1,599
|
-11%
|
|
|
2033
|
SFE Investment Counsel
Los Angeles,
California
|
$974K
|
-$205K
|
-2,801
|
-18%
|
|
|
2034
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$970K
|
+$21.9K
|
+300
|
+2%
|
|
|
2035
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$966K
|
-$1.63M
|
-22,265
|
-63%
|
|
|
2036
|
Diversified Trust
Memphis,
Tennessee
|
$966K
|
-$15.2K
|
-208
|
-2%
|
|
|
2037
|
Berkeley Capital Partners
Milton,
Georgia
|
$958K
|
-$11K
|
-151
|
-1%
|
|
|
2038
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$957K
|
-$14.6K
|
-200
|
-2%
|
|
|
2039
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$951K
|
-$38.1K
|
-522
|
-4%
|
|
|
2040
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$946K
|
+$927K
|
+12,694
|
New
|
|
|
2041
|
|
$945K
|
-$27.4K
|
-375
|
-3%
|
|
|
2042
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$939K
|
+$30.2K
|
+414
|
+3%
|
|
|
2043
|
Windward Capital Management
Los Angeles,
California
|
$937K
|
+$48.9K
|
+669
|
+6%
|
|
|
2044
|
Good Life Advisors
Reading,
Pennsylvania
|
$936K
|
+$34.4K
|
+471
|
+4%
|
|
|
2045
|
Relative Value Partners Group
|
$933K
|
–
|
–
|
–
|
|
|
2046
|
|
$930K
|
+$45.3K
|
+620
|
+5%
|
|
|
2047
|
Gilbert & Cook
West Des Moines,
Iowa
|
$929K
|
-$805K
|
-11,027
|
-47%
|
|
|
2048
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$924K
|
+$1.24K
|
+17
|
+0.1%
|
|
|
2049
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$917K
|
+$32K
|
+438
|
+4%
|
|
|
2050
|
Wealth Architects
Mountain View,
California
|
$909K
|
-$36.2K
|
-496
|
-4%
|
|
