|
2026
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$284K
|
+$11K
|
+80
|
+4%
|
|
|
2027
|
American Investment Services
Great Barrington,
Massachusetts
|
$283K
|
-$93.2K
|
-675
|
-24%
|
|
|
2028
|
RPG Investment Advisory
Pleasanton,
California
|
$282K
|
–
|
–
|
–
|
|
|
2029
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$281K
|
-$55K
|
-398
|
-16%
|
|
|
2030
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$281K
|
+$19.8K
|
+143
|
+7%
|
|
|
2031
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$280K
|
+$14.2K
|
+103
|
+5%
|
|
|
2032
|
Vivaldi Capital Management
Chicago,
Illinois
|
$280K
|
+$293K
|
+2,123
|
New
|
|
|
2033
|
Bach Option
Wanchai,
Hong Kong
|
$280K
|
+$293K
|
+2,124
|
New
|
|
|
2034
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$280K
|
+$293K
|
+2,124
|
New
|
|
|
2035
|
Legg Mason Asset Management
Tokyo,
Japan
|
$278K
|
-$497K
|
-3,600
|
-63%
|
|
|
2036
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$278K
|
+$9.67K
|
+70
|
+3%
|
|
|
2037
|
Vigilant Capital Management
Portland,
Maine
|
$277K
|
+$3.04K
|
+22
|
+1%
|
|
|
2038
|
ARS Investment Partners
New York
|
$275K
|
-$13.8K
|
-100
|
-5%
|
|
|
2039
|
Old North State Trust
Greensboro,
North Carolina
|
$275K
|
+$34K
|
+246
|
+13%
|
|
|
2040
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$274K
|
+$18.4K
|
+133
|
+7%
|
|
|
2041
|
Cumberland Advisors
Sarasota,
Florida
|
$273K
|
+$286K
|
+2,070
|
New
|
|
|
2042
|
Plancorp LLC
Saint Louis,
Missouri
|
$272K
|
-$1.1K
|
-8
|
-0.4%
|
|
|
2043
|
Transform Wealth
Greenwood Village,
Colorado
|
$272K
|
–
|
–
|
–
|
|
|
2044
|
Monte Financial Group
Guilford,
Connecticut
|
$270K
|
-$30K
|
-217
|
-10%
|
|
|
2045
|
Cannell & Spears
New York
|
$268K
|
-$10.1K
|
-73
|
-3%
|
|
|
2046
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$268K
|
–
|
–
|
–
|
|
|
2047
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$268K
|
+$2.76K
|
+20
|
+1%
|
|
|
2048
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
2049
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$267K
|
–
|
–
|
–
|
|
|
2050
|
Arax Advisory Partners
Denver,
Colorado
|
$266K
|
-$276
|
-2
|
-0.1%
|
|
