|
2026
|
BigSur Wealth Management
Miami,
Florida
|
$378K
|
–
|
–
|
–
|
|
|
2027
|
Midwest Investment Management
Cleveland,
Ohio
|
$378K
|
–
|
–
|
–
|
|
|
2028
|
Clarkston Capital Partners
Rochester,
Michigan
|
$377K
|
-$77.7K
|
-950
|
-17%
|
|
|
2029
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$377K
|
-$26.7K
|
-326
|
-7%
|
|
|
2030
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$377K
|
+$40.9K
|
+500
|
+16%
|
|
|
2031
|
Proficio Capital Partners
Newton,
Massachusetts
|
$376K
|
-$1.88K
|
-23
|
-0.5%
|
|
|
2032
|
First Long Island Investors
Jericho,
New York
|
$375K
|
+$380K
|
+4,646
|
New
|
|
|
2033
|
Twin Tree Management
Dallas,
Texas
|
$374K
|
-$1.77M
|
-21,625
|
-82%
|
|
|
2034
|
Janiczek Wealth Management
Denver,
Colorado
|
$369K
|
–
|
–
|
–
|
|
|
2035
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$369K
|
+$133K
|
+1,629
|
+55%
|
|
|
2036
|
Carl Domino
West Palm Beach,
Florida
|
$367K
|
-$8.18K
|
-100
|
-2%
|
|
|
2037
|
Orca Investment Management
Roseburg,
Oregon
|
$365K
|
–
|
–
|
–
|
|
|
2038
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$364K
|
-$1.06M
|
-13,000
|
-74%
|
|
|
2039
|
Empirical Finance
Havertown,
Pennsylvania
|
$360K
|
+$364K
|
+4,448
|
New
|
|
|
2040
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$356K
|
-$65.5K
|
-801
|
-17%
|
|
|
2041
|
Horizon Investment Services
Hammond,
Indiana
|
$354K
|
-$33.1K
|
-405
|
-8%
|
|
|
2042
|
MV Capital Management
Bethesda,
Maryland
|
$354K
|
-$18.1K
|
-221
|
-5%
|
|
|
2043
|
D. Scott Neal
Lexington,
Kentucky
|
$354K
|
–
|
–
|
–
|
|
|
2044
|
Kays Financial Advisory
Atlanta,
Georgia
|
$354K
|
+$51.2K
|
+626
|
+17%
|
|
|
2045
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$354K
|
+$53.8K
|
+657
|
+17%
|
|
|
2046
|
Wright Investors Service
Shelton,
Connecticut
|
$353K
|
-$96.5K
|
-1,180
|
-21%
|
|
|
2047
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$352K
|
-$55.8K
|
-682
|
-14%
|
|
|
2048
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$348K
|
-$6.54K
|
-80
|
-2%
|
|
|
2049
|
Gibson Capital
Wexford,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
2050
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$347K
|
–
|
–
|
–
|
|
