|
2026
|
Legacy Private Trust
Neenah,
Wisconsin
|
$822K
|
-$27.6K
|
-160
|
-3%
|
|
|
2027
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$821K
|
-$38.4K
|
-223
|
-5%
|
|
|
2028
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$820K
|
+$345
|
+2
|
+0%
|
|
|
2029
|
The Family Firm
Bethesda,
Maryland
|
$817K
|
-$2.76K
|
-16
|
-0.3%
|
|
|
2030
|
Cladis Investment Advisory
Billings,
Montana
|
$816K
|
–
|
–
|
–
|
|
|
2031
|
P.A.W. Capital
Greenwich,
Connecticut
|
$816K
|
–
|
–
|
–
|
|
|
2032
|
Weatherly Asset Management
Del Mar,
California
|
$813K
|
+$345
|
+2
|
+0%
|
|
|
2033
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$811K
|
-$396K
|
-2,300
|
-32%
|
|
|
2034
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$811K
|
+$19.1K
|
+111
|
+2%
|
|
|
2035
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$810K
|
+$97.5K
|
+566
|
+13%
|
|
|
2036
|
ERn Financial LLC
Middleton,
Wisconsin
|
$808K
|
+$36.5K
|
+212
|
+4%
|
|
|
2037
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$803K
|
+$1.9K
|
+11
|
+0.2%
|
|
|
2038
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$800K
|
–
|
–
|
–
|
|
|
2039
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$800K
|
+$1.21K
|
+7
|
+0.1%
|
|
|
2040
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$800K
|
+$30.3K
|
+176
|
+4%
|
|
|
2041
|
Trillium Asset Management
Boston,
Massachusetts
|
$800K
|
+$51.7K
|
+300
|
+7%
|
|
|
2042
|
Stewart & Patten Company
Lafayette,
California
|
$798K
|
+$78.2K
|
+454
|
+10%
|
|
|
2043
|
GraniteShares Advisors
New York
|
$798K
|
+$843K
|
+4,889
|
New
|
|
|
2044
|
DSC Advisors
Chicago,
Illinois
|
$797K
|
-$265K
|
-1,536
|
-24%
|
|
|
2045
|
Perritt Capital Management
Chicago,
Illinois
|
$796K
|
-$13.1K
|
-76
|
-2%
|
|
|
2046
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$793K
|
-$9.31K
|
-54
|
-1%
|
|
|
2047
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$792K
|
+$17.1K
|
+99
|
+2%
|
|
|
2048
|
9258 Wealth Management
Blue Ash,
Ohio
|
$790K
|
-$24.3K
|
-141
|
-3%
|
|
|
2049
|
NCM Capital Management
Ramsey,
New Jersey
|
$790K
|
+$2.76K
|
+16
|
+0.3%
|
|
|
2050
|
Retirement Guys Formula
Maumee,
Ohio
|
$790K
|
+$496K
|
+2,879
|
+147%
|
|
