|
2026
|
Accredited Investors
Edina,
Minnesota
|
$204K
|
+$210K
|
+1,061
|
New
|
|
|
2027
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$203K
|
+$210K
|
+1,060
|
New
|
|
|
2028
|
Roberts Wealth Advisors
Palo Alto,
California
|
$203K
|
-$105K
|
-528
|
-33%
|
|
|
2029
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$203K
|
+$210K
|
+1,058
|
New
|
|
|
2030
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$203K
|
+$209K
|
+1,056
|
New
|
|
|
2031
|
Signature Equity Partners
Columbus,
Ohio
|
$202K
|
-$6.54K
|
-33
|
-3%
|
|
|
2032
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$202K
|
+$198
|
+1
|
+0.1%
|
|
|
2033
|
Sylvest Advisors
Dallas,
Texas
|
$202K
|
+$209K
|
+1,053
|
New
|
|
|
2034
|
Aspire Capital Advisors
Seattle,
Washington
|
$202K
|
-$16.4K
|
-83
|
-7%
|
|
|
2035
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$202K
|
-$236K
|
-1,190
|
-53%
|
|
|
2036
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
2037
|
Tannin Capital
Charlotte,
North Carolina
|
$202K
|
–
|
–
|
–
|
|
|
2038
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$196K
|
-$65.4K
|
-330
|
-24%
|
|
|
2039
|
Wellington Group
Indianapolis,
Indiana
|
$188K
|
-$38.6K
|
-195
|
-17%
|
|
|
2040
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$188K
|
-$11.9K
|
-60
|
-6%
|
|
|
2041
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$188K
|
–
|
–
|
–
|
|
|
2042
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$186K
|
–
|
–
|
–
|
|
|
2043
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$184K
|
+$20.6K
|
+104
|
+12%
|
|
|
2044
|
Evelyn Partners Investment Management
London,
|
$183K
|
-$3.96K
|
-20
|
-2%
|
|
|
2045
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$181K
|
+$187K
|
+943
|
New
|
|
|
2046
|
|
$178K
|
+$40.6K
|
+205
|
+28%
|
|
|
2047
|
McIlrath & Eck
Arlington,
Washington
|
$177K
|
-$3.96K
|
-20
|
-2%
|
|
|
2048
|
Means Investment Company
Bangor,
Maine
|
$175K
|
+$181K
|
+913
|
New
|
|
|
2049
|
Oakworth Capital
Birmingham,
Alabama
|
$170K
|
–
|
–
|
–
|
|
|
2050
|
Coastline Trust
Providence,
Rhode Island
|
$166K
|
-$15.1K
|
-76
|
-8%
|
|
