|
2026
|
Krilogy Financial
St. Louis,
Missouri
|
$553K
|
-$107K
|
-3,031
|
-15%
|
|
|
2027
|
|
$552K
|
-$7.07K
|
-200
|
-1%
|
|
|
2028
|
ACAS LLC
Rancho Santa Fe,
California
|
$552K
|
-$6.72K
|
-190
|
-1%
|
|
|
2029
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$551K
|
–
|
–
|
–
|
|
|
2030
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$551K
|
–
|
–
|
–
|
|
|
2031
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$549K
|
+$93.1K
|
+2,632
|
+19%
|
|
|
2032
|
Old Mission Investment Co
Traverse City,
Michigan
|
$549K
|
+$19.6K
|
+554
|
+3%
|
|
|
2033
|
Simon Quick Advisors
Morristown,
New Jersey
|
$548K
|
-$49.6K
|
-1,402
|
-8%
|
|
|
2034
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$547K
|
-$17K
|
-481
|
-3%
|
|
|
2035
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$547K
|
–
|
–
|
–
|
|
|
2036
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$547K
|
-$20.5K
|
-581
|
-3%
|
|
|
2037
|
Norris Financial Group
Greenville,
South Carolina
|
$547K
|
+$27.1K
|
+766
|
+5%
|
|
|
2038
|
HUB Investment Partners
Austin,
Texas
|
$546K
|
+$249K
|
+7,054
|
+75%
|
|
|
2039
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$546K
|
–
|
–
|
–
|
|
|
2040
|
Sovereign Financial Group
Stamford,
Connecticut
|
$546K
|
-$130K
|
-3,676
|
-18%
|
|
|
2041
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$545K
|
-$79K
|
-2,235
|
-12%
|
|
|
2042
|
Keystone Wealth Services
Palm Desert,
California
|
$545K
|
-$42.7K
|
-1,208
|
-7%
|
|
|
2043
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$545K
|
–
|
–
|
–
|
|
|
2044
|
Optimum Investment Advisors
Chicago,
Illinois
|
$544K
|
+$106
|
+3
|
+0%
|
|
|
2045
|
Alera Investment Advisors
Deerfield,
Illinois
|
$543K
|
-$49.8K
|
-1,408
|
-8%
|
|
|
2046
|
Journey Strategic Wealth
Summit,
New Jersey
|
$543K
|
-$101K
|
-2,857
|
-15%
|
|
|
2047
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$543K
|
-$33.6K
|
-950
|
-5%
|
|
|
2048
|
Capital Planning Advisors
Roseville,
California
|
$543K
|
+$9.37K
|
+265
|
+2%
|
|
|
2049
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$542K
|
-$139K
|
-3,925
|
-19%
|
|
|
2050
|
Barrett & Company
Providence,
Rhode Island
|
$542K
|
+$5.27K
|
+149
|
+0.9%
|
|
