|
2026
|
Guild Investment Management
Los Angeles,
California
|
$665K
|
-$22.7K
|
-410
|
-3%
|
|
|
2027
|
Fermata Advisors
Sonoma,
California
|
$665K
|
+$17.2K
|
+311
|
+3%
|
|
|
2028
|
Edge Capital Group
Atlanta,
Georgia
|
$663K
|
+$101K
|
+1,833
|
+18%
|
|
|
2029
|
F3Logic
Burnsville,
Minnesota
|
$659K
|
+$149K
|
+2,691
|
+28%
|
|
|
2030
|
Boyar Asset Management
New York
|
$657K
|
-$9.96K
|
-180
|
-1%
|
|
|
2031
|
|
$656K
|
–
|
–
|
–
|
|
|
2032
|
Ballast Advisors
Woodbury,
Minnesota
|
$656K
|
+$387
|
+7
|
+0.1%
|
|
|
2033
|
Krane Funds Advisors
New York
|
$655K
|
-$10K
|
-181
|
-1%
|
|
|
2034
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$649K
|
-$33.1K
|
-598
|
-5%
|
|
|
2035
|
Affinity Wealth Management
Wilmington,
Delaware
|
$649K
|
-$1.05K
|
-19
|
-0.2%
|
|
|
2036
|
|
$649K
|
+$1.99K
|
+36
|
+0.3%
|
|
|
2037
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$646K
|
-$33.9K
|
-612
|
-5%
|
|
|
2038
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$646K
|
+$332
|
+6
|
+0.1%
|
|
|
2039
|
Tradewinds Capital Management
Bellingham,
Washington
|
$645K
|
-$6.69K
|
-121
|
-1%
|
|
|
2040
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$643K
|
+$35.7K
|
+646
|
+6%
|
|
|
2041
|
Investors Research Corp
Atlanta,
Georgia
|
$642K
|
-$3.26K
|
-59
|
-0.5%
|
|
|
2042
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$641K
|
-$83.9K
|
-1,517
|
-11%
|
|
|
2043
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$640K
|
–
|
–
|
–
|
|
|
2044
|
Sittner & Nelson
Eugene,
Oregon
|
$640K
|
+$133K
|
+2,413
|
+26%
|
|
|
2045
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$638K
|
-$41.9K
|
-758
|
-6%
|
|
|
2046
|
Shilanski & Associates
Anchorage,
Alaska
|
$638K
|
+$21.4K
|
+387
|
+3%
|
|
|
2047
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$636K
|
+$34.8K
|
+629
|
+6%
|
|
|
2048
|
Canal Capital Management
Richmond,
Virginia
|
$634K
|
–
|
–
|
–
|
|
|
2049
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$633K
|
+$20.9K
|
+377
|
+3%
|
|
|
2050
|
Keel Point
Huntsville,
Alabama
|
$631K
|
+$87.5K
|
+1,582
|
+16%
|
|
