|
2026
|
Berger Financial Group
Plymouth,
Minnesota
|
$423K
|
-$76.5K
|
-2,925
|
-15%
|
|
|
2027
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$421K
|
–
|
–
|
–
|
|
|
2028
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$421K
|
-$27K
|
-1,032
|
-6%
|
|
|
2029
|
Post Resch Tallon Group
Pittsford,
New York
|
$421K
|
-$52.4K
|
-2,003
|
-10%
|
|
|
2030
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$420K
|
-$36.6K
|
-1,400
|
-8%
|
|
|
2031
|
Woodward Diversified Capital
Bakersfield,
California
|
$420K
|
+$28.3K
|
+1,082
|
+7%
|
|
|
2032
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$419K
|
+$230K
|
+8,800
|
+114%
|
|
|
2033
|
Core Wealth Partners
Santa Rosa,
California
|
$418K
|
-$52.2K
|
-1,996
|
-11%
|
|
|
2034
|
American Alpha Advisors
New York
|
$418K
|
+$432K
|
+16,504
|
New
|
|
|
2035
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$418K
|
–
|
–
|
–
|
|
|
2036
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$418K
|
-$21K
|
-802
|
-5%
|
|
|
2037
|
Westside Investment Management
Santa Monica,
California
|
$418K
|
+$69.3K
|
+2,647
|
+19%
|
|
|
2038
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$417K
|
+$83.1K
|
+3,175
|
+24%
|
|
|
2039
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$417K
|
-$60.3K
|
-2,306
|
-12%
|
|
|
2040
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$417K
|
+$38.3K
|
+1,464
|
+10%
|
|
|
2041
|
|
$417K
|
+$73.7K
|
+2,816
|
+21%
|
|
|
2042
|
Symphony Financial Services
Akron,
Ohio
|
$417K
|
+$75.5K
|
+2,886
|
+21%
|
|
|
2043
|
Riverview Trust Company
Vancouver,
Washington
|
$416K
|
-$139K
|
-5,326
|
-24%
|
|
|
2044
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$416K
|
+$429K
|
+16,409
|
New
|
|
|
2045
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$416K
|
-$77.3K
|
-2,955
|
-15%
|
|
|
2046
|
Trillium Asset Management
Boston,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
2047
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$413K
|
+$348K
|
+13,290
|
+268%
|
|
|
2048
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$412K
|
+$6.72K
|
+257
|
+2%
|
|
|
2049
|
Defender Capital
Charlotte,
North Carolina
|
$411K
|
-$14.7K
|
-560
|
-3%
|
|
|
2050
|
Trustco Bank (New York)
Albany,
New York
|
$410K
|
-$56.3K
|
-2,150
|
-12%
|
|
