|
2026
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$882K
|
-$137K
|
-919
|
-14%
|
|
|
2027
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$877K
|
+$425K
|
+2,857
|
+96%
|
|
|
2028
|
AMI Investment Management
Kendallville,
Indiana
|
$876K
|
-$125K
|
-840
|
-13%
|
|
|
2029
|
L2 Asset Management
Wayland,
Massachusetts
|
$876K
|
+$80.7K
|
+542
|
+10%
|
|
|
2030
|
ERn Financial LLC
Middleton,
Wisconsin
|
$876K
|
-$52.5K
|
-353
|
-6%
|
|
|
2031
|
Broadwater Capital
Boston,
Massachusetts
|
$874K
|
–
|
–
|
–
|
|
|
2032
|
OneAscent Family Office
Birmingham,
Alabama
|
$874K
|
+$455K
|
+3,059
|
+110%
|
|
|
2033
|
Insight Advisors
Newtown,
Pennsylvania
|
$874K
|
-$37.2K
|
-250
|
-4%
|
|
|
2034
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$873K
|
+$17.7K
|
+119
|
+2%
|
|
|
2035
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$873K
|
-$8.25M
|
-55,419
|
-90%
|
|
|
2036
|
Towerpoint Wealth
Sacramento,
California
|
$871K
|
+$571K
|
+3,838
|
+195%
|
|
|
2037
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$871K
|
+$61.3K
|
+412
|
+8%
|
|
|
2038
|
WealthTrust Asset Management
Destin,
Florida
|
$869K
|
-$149
|
-1
|
-0%
|
|
|
2039
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$867K
|
+$24K
|
+161
|
+3%
|
|
|
2040
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$865K
|
-$2.53K
|
-17
|
-0.3%
|
|
|
2041
|
Weatherly Asset Management
Del Mar,
California
|
$864K
|
+$6.1K
|
+41
|
+0.7%
|
|
|
2042
|
Alteri Wealth
Westlake Village,
California
|
$863K
|
+$42.7K
|
+287
|
+5%
|
|
|
2043
|
|
$862K
|
+$642K
|
+4,313
|
+300%
|
|
|
2044
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$860K
|
+$441K
|
+2,962
|
+107%
|
|
|
2045
|
Insigneo Advisory Services
Miami,
Florida
|
$860K
|
-$93.6K
|
-629
|
-10%
|
|
|
2046
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$859K
|
+$54.2K
|
+364
|
+7%
|
|
|
2047
|
Ballew Advisors
Jackson,
Mississippi
|
$857K
|
+$884K
|
+5,937
|
New
|
|
|
2048
|
OFI Invest Asset Management
Paris,
France
|
$857K
|
+$478K
|
+3,214
|
+109%
|
|
|
2049
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$856K
|
-$91.2K
|
-613
|
-10%
|
|
|
2050
|
Tranquility Partners
Brentwood,
Tennessee
|
$855K
|
+$2.68K
|
+18
|
+0.3%
|
|
