|
2026
|
Private Ocean
San Rafael,
California
|
$354K
|
-$340
|
-6
|
-0.1%
|
|
|
2027
|
Vigilant Capital Management
Portland,
Maine
|
$353K
|
+$128K
|
+2,250
|
+56%
|
|
|
2028
|
New England Research & Management
Chicago,
Illinois
|
$352K
|
-$63K
|
-1,110
|
-15%
|
|
|
2029
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$348K
|
+$112K
|
+1,972
|
+47%
|
|
|
2030
|
IPG Investment Advisors
San Diego,
California
|
$348K
|
+$351K
|
+6,189
|
New
|
|
|
2031
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$347K
|
-$79.6K
|
-1,403
|
-19%
|
|
|
2032
|
Diligent Investors
Redlands,
California
|
$347K
|
+$9.76K
|
+172
|
+3%
|
|
|
2033
|
German American Bancorp
Jasper,
Indiana
|
$347K
|
+$22.4K
|
+394
|
+7%
|
|
|
2034
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$346K
|
-$276K
|
-4,862
|
-44%
|
|
|
2035
|
Empirical Wealth Management
Seattle,
Washington
|
$346K
|
+$12.3K
|
+217
|
+4%
|
|
|
2036
|
Gemmer Asset Management
Walnut Creek,
California
|
$345K
|
-$942K
|
-16,597
|
-73%
|
|
|
2037
|
Miramar Capital
Northbrook,
Illinois
|
$345K
|
+$359K
|
+6,334
|
New
|
|
|
2038
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$343K
|
-$4.98M
|
-87,685
|
-93%
|
|
|
2039
|
|
$342K
|
-$28.5K
|
-503
|
-7%
|
|
|
2040
|
PDS Planning
Dublin,
Ohio
|
$342K
|
-$13.7K
|
-242
|
-4%
|
|
|
2041
|
Investment Management of Virginia
Richmond,
Virginia
|
$341K
|
–
|
–
|
–
|
|
|
2042
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$340K
|
+$351K
|
+6,183
|
New
|
|
|
2043
|
Fiducient Advisors
Chicago,
Illinois
|
$339K
|
–
|
–
|
–
|
|
|
2044
|
Stewart & Patten Company
Lafayette,
California
|
$338K
|
-$5.67K
|
-100
|
-2%
|
|
|
2045
|
|
$338K
|
+$143K
|
+2,518
|
+72%
|
|
|
2046
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$337K
|
-$397K
|
-7,000
|
-54%
|
|
|
2047
|
Poehling Capital Management
Madison,
Wisconsin
|
$336K
|
-$11.3K
|
-200
|
-3%
|
|
|
2048
|
Darrell & King
Charlottesville,
Virginia
|
$335K
|
–
|
–
|
–
|
|
|
2049
|
Peak Asset Management
Louisville,
Colorado
|
$332K
|
-$9.93K
|
-175
|
-3%
|
|
|
2050
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$332K
|
+$38K
|
+670
|
+13%
|
|
