|
2026
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$451K
|
-$350K
|
-9,995
|
-44%
|
|
|
2027
|
Waverly Advisors
Birmingham,
Alabama
|
$451K
|
+$15K
|
+427
|
+3%
|
|
|
2028
|
Verition Fund Management
Greenwich,
Connecticut
|
$450K
|
-$2.26M
|
-64,477
|
-83%
|
|
|
2029
|
Successful Portfolios
Clearwater,
Florida
|
$448K
|
+$19.6K
|
+559
|
+5%
|
|
|
2030
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$447K
|
+$68.2K
|
+1,945
|
+18%
|
|
|
2031
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$447K
|
-$5.54K
|
-158
|
-1%
|
|
|
2032
|
HC Advisors
Sandy Springs,
Georgia
|
$445K
|
-$349K
|
-9,956
|
-44%
|
|
|
2033
|
Fulcrum Equity Management
Plano,
Texas
|
$445K
|
-$189K
|
-5,389
|
-30%
|
|
|
2034
|
LifePlan Financial Group
Dayton,
Ohio
|
$445K
|
–
|
–
|
–
|
|
|
2035
|
Planning Directions
Glen Mills,
Pennsylvania
|
$443K
|
+$446K
|
+12,729
|
New
|
|
|
2036
|
Pavion Blue Capital
Newport Beach,
California
|
$442K
|
+$34.8K
|
+993
|
+8%
|
|
|
2037
|
Cribstone Capital Management
Augusta,
Maine
|
$441K
|
-$138K
|
-3,943
|
-24%
|
|
|
2038
|
Grace & White Inc
Ny,
New York
|
$440K
|
–
|
–
|
–
|
|
|
2039
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$440K
|
–
|
–
|
–
|
|
|
2040
|
Jag Capital Management
St Louis,
Missouri
|
$439K
|
–
|
–
|
–
|
|
|
2041
|
Quest Capital Management
Dallas,
Texas
|
$438K
|
-$7.15K
|
-204
|
-2%
|
|
|
2042
|
First Interstate Bank
Billings,
Montana
|
$437K
|
-$765K
|
-21,832
|
-63%
|
|
|
2043
|
Hoertkorn Richard Charles
|
$436K
|
–
|
–
|
–
|
|
|
2044
|
Cedar Wealth Management
Walnut Creek,
California
|
$436K
|
+$370K
|
+10,551
|
+538%
|
|
|
2045
|
Emerald Advisors
Bellevue,
Washington
|
$435K
|
+$12.6K
|
+360
|
+3%
|
|
|
2046
|
Eagle Global Advisors
Houston,
Texas
|
$434K
|
-$10.2K
|
-291
|
-2%
|
|
|
2047
|
Cooper Financial Group
Irvine,
California
|
$434K
|
+$17K
|
+486
|
+4%
|
|
|
2048
|
Cambridge Advisors
Omaha,
Nebraska
|
$432K
|
+$105
|
+3
|
+0%
|
|
|
2049
|
HCR Wealth Advisors
Los Angeles,
California
|
$432K
|
+$68.8K
|
+1,962
|
+19%
|
|
|
2050
|
Janiczek Wealth Management
Denver,
Colorado
|
$432K
|
+$385K
|
+10,989
|
+771%
|
|
