|
2026
|
New Age Alpha Advisors
Rye,
New York
|
$50.1K
|
–
|
–
|
–
|
|
|
2027
|
Prudent Man Investment Management
Louisville,
Colorado
|
$50K
|
–
|
–
|
–
|
|
|
2028
|
Disciplina Capital Management
Nashville,
Tennessee
|
$49.2K
|
+$225
|
+1
|
+0.5%
|
|
|
2029
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$48.6K
|
+$49.5K
|
+220
|
New
|
|
|
2030
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$48.4K
|
–
|
–
|
–
|
|
|
2031
|
Binnacle Investments
Urbandale,
Iowa
|
$48.4K
|
+$1.13K
|
+5
|
+2%
|
|
|
2032
|
SJS Investment Consulting
Sylvania,
Ohio
|
$47.9K
|
–
|
–
|
–
|
|
|
2033
|
Albion Financial Group
Salt Lake City,
Utah
|
$47K
|
-$52K
|
-231
|
-52%
|
|
|
2034
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$46.6K
|
–
|
–
|
–
|
|
|
2035
|
Scarborough Advisors
Annapolis,
Maryland
|
$46.4K
|
-$22.7K
|
-101
|
-32%
|
|
|
2036
|
Hollencrest Capital Management
Newport Beach,
California
|
$45.6K
|
-$9.69K
|
-43
|
-17%
|
|
|
2037
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$45.2K
|
+$225
|
+1
|
+0.5%
|
|
|
2038
|
Perkins Coie Trust Company
Seattle,
Washington
|
$44.2K
|
–
|
–
|
–
|
|
|
2039
|
|
$43.5K
|
-$432K
|
-1,916
|
-91%
|
|
|
2040
|
Longview Asset Management (California)
San Rafael,
California
|
$42.6K
|
–
|
–
|
–
|
|
|
2041
|
United Community Bank
Greenville,
South Carolina
|
$42.6K
|
+$6.98K
|
+31
|
+19%
|
|
|
2042
|
Country Trust Bank
Bloomington,
Illinois
|
$42K
|
+$1.13K
|
+5
|
+3%
|
|
|
2043
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$41.9K
|
+$225
|
+1
|
+0.5%
|
|
|
2044
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$40.5K
|
+$41.4K
|
+184
|
New
|
|
|
2045
|
Clal Insurance
Tel-Aviv,
Israel
|
$40K
|
+$1.8K
|
+8
|
+5%
|
|
|
2046
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$39.9K
|
–
|
–
|
–
|
|
|
2047
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39.5K
|
+$676
|
+3
|
+2%
|
|
|
2048
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$38.9K
|
–
|
–
|
–
|
|
|
2049
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$38.4K
|
–
|
–
|
–
|
|
|
2050
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$36.7K
|
–
|
–
|
–
|
|
