|
2026
|
Field & Main Bank
Henderson,
Kentucky
|
$394K
|
+$391K
|
+9,774
|
New
|
|
|
2027
|
V Wealth Advisors
Overland Park,
Kansas
|
$393K
|
+$74K
|
+1,848
|
+21%
|
|
|
2028
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$392K
|
-$31.7K
|
-791
|
-8%
|
|
|
2029
|
Sage Rhino Capital
Menlo Park,
California
|
$392K
|
+$390K
|
+9,737
|
New
|
|
|
2030
|
Zevin Asset Management
Boston,
Massachusetts
|
$391K
|
-$31.7K
|
-791
|
-8%
|
|
|
2031
|
TimeScale Financial
Danvers,
Massachusetts
|
$390K
|
+$23.4K
|
+585
|
+6%
|
|
|
2032
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$389K
|
-$24.4K
|
-609
|
-6%
|
|
|
2033
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$389K
|
–
|
–
|
–
|
|
|
2034
|
Planning Directions
Glen Mills,
Pennsylvania
|
$386K
|
+$10.9K
|
+272
|
+3%
|
|
|
2035
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$386K
|
+$384K
|
+9,585
|
New
|
|
|
2036
|
Patten Group
Chattanooga,
Tennessee
|
$384K
|
+$47.6K
|
+1,189
|
+14%
|
|
|
2037
|
DFPG Investments
Sandy,
Utah
|
$382K
|
-$11.7K
|
-293
|
-3%
|
|
|
2038
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$382K
|
-$10.6K
|
-264
|
-3%
|
|
|
2039
|
Adirondack Research & Management
Guilderland,
New York
|
$382K
|
–
|
–
|
–
|
|
|
2040
|
Landaas & Company
Milwaukee,
Wisconsin
|
$381K
|
-$10.9K
|
-273
|
-3%
|
|
|
2041
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$380K
|
+$53.3K
|
+1,331
|
+16%
|
|
|
2042
|
Congress Park Capital
Saratoga Springs,
New York
|
$376K
|
–
|
–
|
–
|
|
|
2043
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$374K
|
-$45.8K
|
-1,143
|
-11%
|
|
|
2044
|
MV Capital Management
Bethesda,
Maryland
|
$374K
|
-$16.5K
|
-411
|
-4%
|
|
|
2045
|
PDS Planning
Dublin,
Ohio
|
$374K
|
+$15.6K
|
+390
|
+4%
|
|
|
2046
|
Garner Asset Management Corp
Plano,
Texas
|
$373K
|
+$2.44K
|
+61
|
+0.7%
|
|
|
2047
|
ClariVest Asset Management
San Diego,
California
|
$371K
|
+$257K
|
+6,421
|
+233%
|
|
|
2048
|
ERn Financial LLC
Middleton,
Wisconsin
|
$370K
|
+$391K
|
+9,768
|
New
|
|
|
2049
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
2050
|
First Wilshire Securities Management
Pasadena,
California
|
$368K
|
+$160
|
+4
|
+0%
|
|
