|
2026
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$520K
|
-$13.4K
|
-310
|
-3%
|
|
|
2027
|
William Allan Corp
Fort Collins,
Colorado
|
$520K
|
+$13.2K
|
+306
|
+3%
|
|
|
2028
|
Perkins Capital Management
Wayzata,
Minnesota
|
$519K
|
–
|
–
|
–
|
|
|
2029
|
Capital Square
Chattanooga,
Tennessee
|
$519K
|
-$50.4K
|
-1,164
|
-9%
|
|
|
2030
|
Root Financial Partners
Encinitas,
California
|
$519K
|
-$77.4K
|
-1,789
|
-13%
|
|
|
2031
|
Campion Asset Management
Falls Church,
Virginia
|
$518K
|
-$52.9K
|
-1,222
|
-9%
|
|
|
2032
|
LVM Capital Management
Portage,
Michigan
|
$518K
|
-$9.74K
|
-225
|
-2%
|
|
|
2033
|
Invested Advisors
State College,
Pennsylvania
|
$517K
|
+$575K
|
+13,280
|
New
|
|
|
2034
|
Investment House LLC
Redondo Beach,
California
|
$517K
|
-$693
|
-16
|
-0.1%
|
|
|
2035
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$516K
|
+$5.41K
|
+125
|
+1%
|
|
|
2036
|
Millstone Evans Group
Boulder,
Colorado
|
$516K
|
-$43.7K
|
-1,009
|
-8%
|
|
|
2037
|
Alethea Capital Management
Mercer Island,
Washington
|
$516K
|
+$508K
|
+11,732
|
New
|
|
|
2038
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$515K
|
+$1.08M
|
+24,911
|
+221%
|
|
|
2039
|
Trustco Bank (New York)
Albany,
New York
|
$514K
|
-$30.3K
|
-700
|
-6%
|
|
|
2040
|
OneFund LLC
Saint Petersburg,
Florida
|
$514K
|
+$19.9K
|
+459
|
+4%
|
|
|
2041
|
Fayez Sarofim & Co
Houston,
Texas
|
$513K
|
+$4.76K
|
+110
|
+1%
|
|
|
2042
|
Independent Wealth Network
Urbandale,
Iowa
|
$513K
|
-$5.07K
|
-117
|
-1%
|
|
|
2043
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$513K
|
+$302K
|
+6,980
|
+149%
|
|
|
2044
|
Trilogy Capital
Irvine,
California
|
$512K
|
+$44.4K
|
+1,026
|
+10%
|
|
|
2045
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$511K
|
+$503K
|
+11,625
|
New
|
|
|
2046
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$510K
|
-$32.4K
|
-749
|
-6%
|
|
|
2047
|
GatePass Capital
Independence,
Ohio
|
$510K
|
+$81.4K
|
+1,880
|
+19%
|
|
|
2048
|
CVA Family Office
Denver,
Colorado
|
$510K
|
-$5.02K
|
-116
|
-1%
|
|
|
2049
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$510K
|
+$5.02K
|
+116
|
+1%
|
|
|
2050
|
CFO4Life Group
Coppell,
Texas
|
$510K
|
-$43K
|
-993
|
-8%
|
|
