|
2026
|
Carl Domino
West Palm Beach,
Florida
|
$419K
|
-$536K
|
-6,138
|
-57%
|
|
|
2027
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$416K
|
-$350K
|
-4,000
|
-46%
|
|
|
2028
|
Tudor Investment Corp
Stamford,
Connecticut
|
$415K
|
-$8.74K
|
-100
|
-2%
|
|
|
2029
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$415K
|
–
|
–
|
–
|
|
|
2030
|
Vision Capital Management
Portland,
Oregon
|
$415K
|
+$134K
|
+1,537
|
+50%
|
|
|
2031
|
Janiczek Wealth Management
Denver,
Colorado
|
$413K
|
+$400K
|
+4,572
|
New
|
|
|
2032
|
Truepoint Inc
Cincinnati,
Ohio
|
$411K
|
+$81.9K
|
+937
|
+23%
|
|
|
2033
|
Orca Investment Management
Roseburg,
Oregon
|
$409K
|
+$66.1K
|
+756
|
+20%
|
|
|
2034
|
|
$407K
|
+$178K
|
+2,033
|
+82%
|
|
|
2035
|
Bristol Advisors
Conshohocken,
Pennsylvania
|
$406K
|
+$393K
|
+4,500
|
New
|
|
|
2036
|
LifePlan Financial Group
Dayton,
Ohio
|
$405K
|
–
|
–
|
–
|
|
|
2037
|
American Asset Management
Boca Raton,
Florida
|
$402K
|
–
|
–
|
–
|
|
|
2038
|
Firefly Value Partners
Newtown,
Pennsylvania
|
$401K
|
+$388K
|
+4,443
|
New
|
|
|
2039
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$392K
|
-$69.9K
|
-800
|
-16%
|
|
|
2040
|
Gibson Capital
Wexford,
Pennsylvania
|
$392K
|
-$17K
|
-194
|
-4%
|
|
|
2041
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$391K
|
+$378K
|
+4,327
|
New
|
|
|
2042
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$388K
|
–
|
–
|
–
|
|
|
2043
|
Clark Estates Inc
New York
|
$385K
|
-$392K
|
-4,486
|
-51%
|
|
|
2044
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$384K
|
-$39.3K
|
-450
|
-10%
|
|
|
2045
|
Texas Capital Bancshares
Dallas,
Texas
|
$383K
|
-$288K
|
-3,301
|
-44%
|
|
|
2046
|
Spectrum Management Group
Indianapolis,
Indiana
|
$381K
|
-$277K
|
-3,169
|
-43%
|
|
|
2047
|
Penn Davis McFarland
Dallas,
Texas
|
$379K
|
–
|
–
|
–
|
|
|
2048
|
New York Life Trust
New York
|
$379K
|
+$25.4K
|
+291
|
+7%
|
|
|
2049
|
Arax Advisory Partners
Denver,
Colorado
|
$377K
|
+$365K
|
+4,175
|
New
|
|
|
2050
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$374K
|
-$21.7K
|
-248
|
-6%
|
|
