|
2026
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
2027
|
Matthew Hamilton Rosenberg
|
$221K
|
+$4.67K
|
+34
|
+2%
|
|
|
2028
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$221K
|
+$20.7K
|
+151
|
+8%
|
|
|
2029
|
Baker Avenue Asset Management
San Francisco,
California
|
$220K
|
-$177K
|
-1,288
|
-40%
|
|
|
2030
|
Grandfield & Dodd
New York
|
$220K
|
-$55K
|
-400
|
-17%
|
|
|
2031
|
Northeast Financial Consultants
Westport,
Connecticut
|
$220K
|
–
|
–
|
–
|
|
|
2032
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
2033
|
Security National Bank
Omaha,
Nebraska
|
$220K
|
+$23.1K
|
+168
|
+9%
|
|
|
2034
|
Gould Asset Management
Claremont,
California
|
$220K
|
+$42.6K
|
+310
|
+19%
|
|
|
2035
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$219K
|
-$2.28M
|
-16,591
|
-90%
|
|
|
2036
|
Wayfinding Financial
Lynnwood,
Washington
|
$219K
|
+$7.28K
|
+53
|
+3%
|
|
|
2037
|
Exos TFP Holdings
New York
|
$219K
|
+$266K
|
+1,939
|
New
|
|
|
2038
|
Eagle Bay Advisors
New York
|
$218K
|
-$29.7K
|
-216
|
-10%
|
|
|
2039
|
Webster Bank
Waterbury,
Connecticut
|
$218K
|
–
|
–
|
–
|
|
|
2040
|
First Personal Financial Services
Charlotte,
North Carolina
|
$218K
|
+$144K
|
+1,051
|
+120%
|
|
|
2041
|
Portland Global Advisors
Portland,
Maine
|
$217K
|
-$13.7K
|
-100
|
-5%
|
|
|
2042
|
Impax Asset Management Group
London,
United Kingdom
|
$217K
|
-$10.9K
|
-79
|
-4%
|
|
|
2043
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
2044
|
Palumbo Wealth Management
Great Neck,
New York
|
$216K
|
+$2.47K
|
+18
|
+0.9%
|
|
|
2045
|
Thompson Davis & Co
Richmond,
Virginia
|
$215K
|
-$34.3K
|
-250
|
-12%
|
|
|
2046
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
2047
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$215K
|
+$15.8K
|
+115
|
+6%
|
|
|
2048
|
Osborne Partners Capital Management
San Francisco,
California
|
$215K
|
+$17.7K
|
+129
|
+7%
|
|
|
2049
|
Gitterman Wealth Management
Edison,
New Jersey
|
$215K
|
+$22.8K
|
+166
|
+9%
|
|
|
2050
|
Sandler Capital Management
New York
|
$215K
|
+$261K
|
+1,900
|
New
|
|
