|
2026
|
Fagan Associates
Troy,
New York
|
$3.6M
|
-$178K
|
-312
|
-5%
|
|
|
2027
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$3.6M
|
-$179K
|
-313
|
-5%
|
|
|
2028
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.6M
|
–
|
–
|
–
|
|
|
2029
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$3.59M
|
+$322K
|
+563
|
+11%
|
|
|
2030
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.59M
|
-$115K
|
-201
|
-3%
|
|
|
2031
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$3.59M
|
-$474K
|
-829
|
-12%
|
|
|
2032
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$3.58M
|
+$2.61M
|
+4,563
|
+369%
|
|
|
2033
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.58M
|
-$159K
|
-278
|
-5%
|
|
|
2034
|
Capital City Trust
Tallahassee,
Florida
|
$3.58M
|
-$42.3K
|
-74
|
-1%
|
|
|
2035
|
Certuity
North Palm Beach,
Florida
|
$3.58M
|
-$129K
|
-226
|
-4%
|
|
|
2036
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.57M
|
-$389K
|
-680
|
-11%
|
|
|
2037
|
Next Capital Management
New York
|
$3.57M
|
-$63.5K
|
-111
|
-2%
|
|
|
2038
|
Castleview Partners
Dallas,
Texas
|
$3.56M
|
+$189K
|
+330
|
+6%
|
|
|
2039
|
Willis Johnson & Associates
Houston,
Texas
|
$3.55M
|
-$123K
|
-215
|
-4%
|
|
|
2040
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.55M
|
+$143K
|
+250
|
+5%
|
|
|
2041
|
Tillman Hartley LLC
Denver,
Colorado
|
$3.55M
|
–
|
–
|
–
|
|
|
2042
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.54M
|
+$1.14K
|
+2
|
+0%
|
|
|
2043
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.54M
|
-$44.6K
|
-78
|
-1%
|
|
|
2044
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.53M
|
-$80.6K
|
-141
|
-2%
|
|
|
2045
|
Smith Asset Management
Chiefland,
Florida
|
$3.52M
|
+$456K
|
+798
|
+16%
|
|
|
2046
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$3.52M
|
+$1.03M
|
+1,810
|
+46%
|
|
|
2047
|
Optima Capital
Beaverton,
Oregon
|
$3.52M
|
+$413K
|
+723
|
+15%
|
|
|
2048
|
Burney Company
Reston,
Virginia
|
$3.51M
|
+$215K
|
+376
|
+7%
|
|
|
2049
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.51M
|
-$3.43K
|
-6
|
-0.1%
|
|
|
2050
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$3.5M
|
–
|
–
|
–
|
|
