|
2026
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$633K
|
-$239K
|
-1,545
|
-27%
|
|
|
2027
|
Black Diamond Financial
Towson,
Maryland
|
$633K
|
-$24.6K
|
-159
|
-4%
|
|
|
2028
|
First Financial Corp
Terre Haute,
Indiana
|
$633K
|
-$23.5K
|
-152
|
-3%
|
|
|
2029
|
Profit Investment Management
North Bethesda,
Maryland
|
$633K
|
–
|
–
|
–
|
|
|
2030
|
Mather Group
Chicago,
Illinois
|
$631K
|
-$57.1K
|
-369
|
-8%
|
|
|
2031
|
Bremer Bank National Association
St Paul,
Minnesota
|
$630K
|
-$41.9K
|
-271
|
-6%
|
|
|
2032
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$629K
|
–
|
–
|
–
|
|
|
2033
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$627K
|
-$15.5K
|
-100
|
-2%
|
|
|
2034
|
GQG Partners
Ft. Lauderdale,
Florida
|
$623K
|
+$641K
|
+4,143
|
New
|
|
|
2035
|
TwinBeech Capital
Purchase,
New York
|
$620K
|
+$638K
|
+4,122
|
New
|
|
|
2036
|
Orca Investment Management
Roseburg,
Oregon
|
$616K
|
-$46.3K
|
-299
|
-7%
|
|
|
2037
|
Karpas Strategies
Litchfield,
Connecticut
|
$616K
|
–
|
–
|
–
|
|
|
2038
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$616K
|
+$635K
|
+4,101
|
New
|
|
|
2039
|
Liontrust Investment Partners
London,
United Kingdom
|
$615K
|
+$633K
|
+4,090
|
New
|
|
|
2040
|
Harvey Capital Management
Palm Beach,
Florida
|
$615K
|
-$1.01M
|
-6,554
|
-62%
|
|
|
2041
|
Gables Capital Management
Miami,
Florida
|
$615K
|
–
|
–
|
–
|
|
|
2042
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$614K
|
+$464
|
+3
|
+0.1%
|
|
|
2043
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$613K
|
–
|
–
|
–
|
|
|
2044
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$611K
|
–
|
–
|
–
|
|
|
2045
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$602K
|
-$25.5K
|
-165
|
-4%
|
|
|
2046
|
Vivaldi Capital Management
Chicago,
Illinois
|
$602K
|
–
|
–
|
–
|
|
|
2047
|
Voya Financial Advisors
Windsor,
Connecticut
|
$602K
|
+$84.4K
|
+545
|
+16%
|
|
|
2048
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$601K
|
–
|
–
|
–
|
|
|
2049
|
AllSquare Wealth Management
Albany,
New York
|
$599K
|
+$929
|
+6
|
+0.2%
|
|
|
2050
|
Sanders Morris Harris
Houston,
Texas
|
$598K
|
-$32.2K
|
-208
|
-5%
|
|
