|
2026
|
Versant Capital Management
Phoenix,
Arizona
|
$839K
|
+$771K
|
+2,173
|
+2,977%
|
|
|
2027
|
MV Capital Management
Bethesda,
Maryland
|
$838K
|
-$3.19K
|
-9
|
-0.4%
|
|
|
2028
|
Strid Group
Newtown Square,
Pennsylvania
|
$838K
|
–
|
–
|
–
|
|
|
2029
|
Capital CS Group
Irvine,
California
|
$838K
|
+$795K
|
+2,241
|
New
|
|
|
2030
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$836K
|
-$710
|
-2
|
-0.1%
|
|
|
2031
|
Arlington Financial Advisors
Santa Barbara,
California
|
$835K
|
-$710
|
-2
|
-0.1%
|
|
|
2032
|
SL Advisors
Westfield,
New Jersey
|
$829K
|
-$241K
|
-678
|
-23%
|
|
|
2033
|
Northeast Investment Management
Boston,
Massachusetts
|
$829K
|
–
|
–
|
–
|
|
|
2034
|
Family Capital Trust
Peabody,
Massachusetts
|
$826K
|
-$5.32K
|
-15
|
-0.7%
|
|
|
2035
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$823K
|
-$110K
|
-311
|
-12%
|
|
|
2036
|
Verus Financial Partners
Richmond,
Virginia
|
$819K
|
-$1.73M
|
-4,881
|
-69%
|
|
|
2037
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$819K
|
+$71K
|
+200
|
+10%
|
|
|
2038
|
High Note Wealth
Deephaven,
Minnesota
|
$819K
|
+$778K
|
+2,193
|
New
|
|
|
2039
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$818K
|
–
|
–
|
–
|
|
|
2040
|
LexAurum Advisors
Overland Park,
Kansas
|
$816K
|
-$199K
|
-561
|
-20%
|
|
|
2041
|
Rational Advisors
Huntington,
New York
|
$815K
|
-$501K
|
-1,412
|
-39%
|
|
|
2042
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$812K
|
+$75.2K
|
+212
|
+11%
|
|
|
2043
|
Norris Perne & French
Grand Rapids,
Michigan
|
$811K
|
-$55K
|
-155
|
-7%
|
|
|
2044
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$811K
|
–
|
–
|
–
|
|
|
2045
|
UMB Bank
Kansas City,
Missouri
|
$805K
|
-$85.5K
|
-241
|
-10%
|
|
|
2046
|
Zions Bancorporation
Salt Lake City,
Utah
|
$805K
|
+$625K
|
+1,761
|
+448%
|
|
|
2047
|
&Partners
Nashville,
Tennessee
|
$801K
|
+$81.6K
|
+230
|
+12%
|
|
|
2048
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$801K
|
+$760K
|
+2,143
|
New
|
|
|
2049
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$801K
|
+$760K
|
+2,143
|
New
|
|
|
2050
|
Courage Miller Partners
Norfolk,
Virginia
|
$798K
|
–
|
–
|
–
|
|
