|
2026
|
Round Table Services
Westfield,
New Jersey
|
$319K
|
-$143K
|
-3,928
|
-30%
|
|
|
2027
|
Congress Park Capital
Saratoga Springs,
New York
|
$318K
|
+$145
|
+4
|
+0%
|
|
|
2028
|
Zevin Asset Management
Boston,
Massachusetts
|
$317K
|
-$15.3K
|
-421
|
-4%
|
|
|
2029
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$317K
|
+$5.24K
|
+144
|
+2%
|
|
|
2030
|
Paulson Wealth Management
Wheaton,
Illinois
|
$317K
|
+$30.5K
|
+840
|
+10%
|
|
|
2031
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$315K
|
-$6.73K
|
-185
|
-2%
|
|
|
2032
|
Granite Investment Advisors
Concord,
New Hampshire
|
$314K
|
-$39.9K
|
-1,097
|
-11%
|
|
|
2033
|
Patten Group
Chattanooga,
Tennessee
|
$314K
|
-$31.7K
|
-871
|
-9%
|
|
|
2034
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$313K
|
-$4.16M
|
-114,282
|
-93%
|
|
|
2035
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
2036
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$312K
|
+$228K
|
+6,271
|
+217%
|
|
|
2037
|
Mendel Money Management
Northbrook,
Illinois
|
$310K
|
-$322K
|
-8,844
|
-49%
|
|
|
2038
|
Proficio Capital Partners
Newton,
Massachusetts
|
$306K
|
-$181K
|
-4,969
|
-36%
|
|
|
2039
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$305K
|
-$36.1K
|
-993
|
-10%
|
|
|
2040
|
Gilbert & Cook
West Des Moines,
Iowa
|
$305K
|
+$16K
|
+441
|
+5%
|
|
|
2041
|
|
$305K
|
+$127K
|
+3,505
|
+64%
|
|
|
2042
|
Bruderman Asset Management
Locust Valley,
New York
|
$304K
|
-$12.6M
|
-346,798
|
-98%
|
|
|
2043
|
First Light Asset Management
Edina,
Minnesota
|
$304K
|
–
|
–
|
–
|
|
|
2044
|
Liberty Wealth Management
Oakland,
California
|
$304K
|
+$10.7K
|
+293
|
+3%
|
|
|
2045
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$304K
|
+$133K
|
+3,660
|
+70%
|
|
|
2046
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$303K
|
-$4.76K
|
-131
|
-1%
|
|
|
2047
|
Sage Rhino Capital
Menlo Park,
California
|
$302K
|
-$27.5K
|
-756
|
-8%
|
|
|
2048
|
Doliver Advisors
Houston,
Texas
|
$301K
|
+$81.5K
|
+2,241
|
+35%
|
|
|
2049
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$300K
|
-$59.9K
|
-1,648
|
-16%
|
|
|
2050
|
Meitav Investment House
Bene-Beraq,
Israel
|
$299K
|
-$25.7K
|
-708
|
-7%
|
|
