|
2026
|
Hourglass Capital
Houston,
Texas
|
$964K
|
–
|
–
|
–
|
|
|
2027
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$961K
|
-$153K
|
-1,093
|
-14%
|
|
|
2028
|
Bangor Savings Bank
Bangor,
Maine
|
$960K
|
-$38.4K
|
-275
|
-4%
|
|
|
2029
|
Blue Square Asset Management
New York
|
$957K
|
-$309K
|
-2,214
|
-24%
|
|
|
2030
|
Eagle Global Advisors
Houston,
Texas
|
$957K
|
–
|
–
|
–
|
|
|
2031
|
HMS Capital Management
Nashville,
Tennessee
|
$954K
|
-$183K
|
-1,310
|
-16%
|
|
|
2032
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$952K
|
–
|
–
|
–
|
|
|
2033
|
Clearstead Trust
Portland,
Maine
|
$951K
|
–
|
–
|
–
|
|
|
2034
|
Amarillo National Bank
Amarillo,
Texas
|
$949K
|
-$129K
|
-923
|
-12%
|
|
|
2035
|
Bray Capital Advisors
Naples,
Florida
|
$947K
|
–
|
–
|
–
|
|
|
2036
|
SSI Investment Management
Los Angeles,
California
|
$946K
|
-$2.1K
|
-15
|
-0.2%
|
|
|
2037
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$944K
|
-$13.3K
|
-95
|
-1%
|
|
|
2038
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$942K
|
+$39K
|
+279
|
+4%
|
|
|
2039
|
BNC Wealth Management
Beaverton,
Oregon
|
$941K
|
+$30.2K
|
+216
|
+3%
|
|
|
2040
|
|
$937K
|
–
|
–
|
–
|
|
|
2041
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$935K
|
–
|
–
|
–
|
|
|
2042
|
Spirit of America Management Corp
Syosset,
New York
|
$934K
|
–
|
–
|
–
|
|
|
2043
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$934K
|
+$326K
|
+2,334
|
+48%
|
|
|
2044
|
Rafferty Asset Management
New York
|
$933K
|
-$308K
|
-2,205
|
-25%
|
|
|
2045
|
Asset Planning Services Inc
Covington,
Louisiana
|
$933K
|
–
|
–
|
–
|
|
|
2046
|
Marks Wealth
Annapolis,
Maryland
|
$930K
|
+$934K
|
+6,682
|
New
|
|
|
2047
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$927K
|
–
|
–
|
–
|
|
|
2048
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$927K
|
+$5.17K
|
+37
|
+0.6%
|
|
|
2049
|
West Paces Advisors
Atlanta,
Georgia
|
$925K
|
+$61.5K
|
+440
|
+7%
|
|
|
2050
|
Karpas Strategies
Litchfield,
Connecticut
|
$923K
|
–
|
–
|
–
|
|
