|
2026
|
Spectrum Management Group
Indianapolis,
Indiana
|
$229K
|
+$75.5K
|
+945
|
+48%
|
|
|
2027
|
Montage Investments
Leawood,
Kansas
|
$228K
|
+$234K
|
+2,924
|
New
|
|
|
2028
|
Advisory Research
Chicago,
Illinois
|
$226K
|
-$6.16K
|
-77
|
-3%
|
|
|
2029
|
|
$224K
|
-$18.5M
|
-231,692
|
-99%
|
|
|
2030
|
Winfield Associates
Cleveland,
Ohio
|
$221K
|
+$32K
|
+400
|
+16%
|
|
|
2031
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$221K
|
+$227K
|
+2,836
|
New
|
|
|
2032
|
DSC Advisors
Chicago,
Illinois
|
$221K
|
+$227K
|
+2,837
|
New
|
|
|
2033
|
Cedar Capital
Barrington,
Illinois
|
$221K
|
+$227K
|
+2,839
|
New
|
|
|
2034
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
2035
|
Integrated Wealth Counsel
Carmel,
California
|
$218K
|
–
|
–
|
–
|
|
|
2036
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$218K
|
+$21.9K
|
+274
|
+11%
|
|
|
2037
|
Avenir Corporation
Alexandria,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
2038
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$214K
|
+$217K
|
+2,712
|
+8,475%
|
|
|
2039
|
Perkins Coie Trust Company
Seattle,
Washington
|
$212K
|
–
|
–
|
–
|
|
|
2040
|
Perkins Investment Management
Chicago,
Illinois
|
$212K
|
+$218K
|
+2,725
|
New
|
|
|
2041
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$211K
|
+$400
|
+5
|
+0.2%
|
|
|
2042
|
Marshall & Sullivan
Seattle,
Washington
|
$210K
|
–
|
–
|
–
|
|
|
2043
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$208K
|
-$56.5K
|
-707
|
-21%
|
|
|
2044
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$207K
|
-$8.07K
|
-101
|
-4%
|
|
|
2045
|
Pathstone Family Office
Englewood,
New Jersey
|
$207K
|
-$4.8K
|
-60
|
-2%
|
|
|
2046
|
Veritas Investment Management
London,
United Kingdom
|
$206K
|
–
|
–
|
–
|
|
|
2047
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$205K
|
-$16K
|
-200
|
-7%
|
|
|
2048
|
Van Den Berg Management I
Austin,
Texas
|
$204K
|
+$209K
|
+2,614
|
New
|
|
|
2049
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$203K
|
+$208K
|
+2,600
|
New
|
|
|
2050
|
Elite Wealth Management
Kirkland,
Washington
|
$202K
|
-$56K
|
-700
|
-21%
|
|
