|
2026
|
SimplyRich
Carlsbad,
California
|
$749K
|
+$55.2K
|
+929
|
+8%
|
|
|
2027
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$747K
|
–
|
–
|
–
|
|
|
2028
|
Profit Investment Management
North Bethesda,
Maryland
|
$744K
|
-$893K
|
-15,043
|
-54%
|
|
|
2029
|
Evanson Asset Management
Carmel,
California
|
$744K
|
+$77K
|
+1,296
|
+11%
|
|
|
2030
|
Pegasus Partners
Mequon,
Wisconsin
|
$744K
|
+$89.5K
|
+1,507
|
+14%
|
|
|
2031
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$743K
|
–
|
–
|
–
|
|
|
2032
|
Mather Group
Chicago,
Illinois
|
$741K
|
-$18.4K
|
-310
|
-2%
|
|
|
2033
|
Legacy Financial Advisors
Covington,
Kentucky
|
$738K
|
+$41.6K
|
+701
|
+6%
|
|
|
2034
|
Central Bank & Trust
Lexington,
Kentucky
|
$735K
|
-$40.4K
|
-680
|
-5%
|
|
|
2035
|
Proficio Capital Partners
Newton,
Massachusetts
|
$734K
|
+$35.8K
|
+603
|
+5%
|
|
|
2036
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$727K
|
+$1.66K
|
+28
|
+0.2%
|
|
|
2037
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$726K
|
-$274K
|
-4,618
|
-27%
|
|
|
2038
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$726K
|
+$734K
|
+12,351
|
New
|
|
|
2039
|
Kingfisher Capital
Charlotte,
North Carolina
|
$725K
|
+$2.61K
|
+44
|
+0.4%
|
|
|
2040
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$725K
|
+$109K
|
+1,840
|
+18%
|
|
|
2041
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$723K
|
-$140K
|
-2,357
|
-16%
|
|
|
2042
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$723K
|
+$47.9K
|
+807
|
+7%
|
|
|
2043
|
Weaver Consulting Group
Huntington Beach,
California
|
$723K
|
+$83.9K
|
+1,412
|
+13%
|
|
|
2044
|
MCF Advisors
Covington,
Kentucky
|
$723K
|
+$144K
|
+2,425
|
+25%
|
|
|
2045
|
Enlightenment Research
Miami,
Florida
|
$723K
|
+$731K
|
+12,300
|
New
|
|
|
2046
|
Samalin Investment Counsel
Chappaqua,
New York
|
$722K
|
-$21.5K
|
-362
|
-3%
|
|
|
2047
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$722K
|
+$137K
|
+2,309
|
+23%
|
|
|
2048
|
Trilogy Capital
Irvine,
California
|
$720K
|
+$3.8K
|
+64
|
+0.5%
|
|
|
2049
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$718K
|
-$15.7K
|
-264
|
-2%
|
|
|
2050
|
Abacus Planning Group
Columbia,
South Carolina
|
$716K
|
-$71.5K
|
-1,204
|
-9%
|
|
