|
2026
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$574K
|
-$2.71K
|
-34
|
-0.5%
|
|
|
2027
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$570K
|
-$37K
|
-465
|
-6%
|
|
|
2028
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$570K
|
-$9.08K
|
-114
|
-2%
|
|
|
2029
|
Private Wealth Partners
Mill Valley,
California
|
$569K
|
-$7.97K
|
-100
|
-1%
|
|
|
2030
|
Phocas Financial Corp
Alameda,
California
|
$569K
|
–
|
–
|
–
|
|
|
2031
|
Financial Advantage
Columbia,
Maryland
|
$567K
|
–
|
–
|
–
|
|
|
2032
|
NVWM LLC
Yardley,
Pennsylvania
|
$564K
|
+$19.2K
|
+241
|
+4%
|
|
|
2033
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$563K
|
-$137K
|
-1,722
|
-20%
|
|
|
2034
|
Credit Agricole
Montrouge Cedex,
France
|
$561K
|
-$421K
|
-5,286
|
-44%
|
|
|
2035
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$561K
|
+$58.7K
|
+737
|
+12%
|
|
|
2036
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$559K
|
–
|
–
|
–
|
|
|
2037
|
EFG Asset Management (Americas)
Miami,
Florida
|
$557K
|
+$22.7K
|
+285
|
+4%
|
|
|
2038
|
Navellier & Associates
Reno,
Nevada
|
$552K
|
-$42.4K
|
-532
|
-7%
|
|
|
2039
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$551K
|
-$135K
|
-1,694
|
-20%
|
|
|
2040
|
SSI Investment Management
Los Angeles,
California
|
$551K
|
-$98.2K
|
-1,232
|
-16%
|
|
|
2041
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$549K
|
-$226K
|
-2,840
|
-30%
|
|
|
2042
|
Sawyer & Company
Boston,
Massachusetts
|
$549K
|
–
|
–
|
–
|
|
|
2043
|
Sandhill Capital Partners
Buffalo,
New York
|
$547K
|
+$25.7K
|
+322
|
+5%
|
|
|
2044
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$546K
|
-$104K
|
-1,304
|
-16%
|
|
|
2045
|
Jackson Financial Management
Costa Mesa,
California
|
$546K
|
+$271K
|
+3,404
|
+106%
|
|
|
2046
|
Truepoint Inc
Cincinnati,
Ohio
|
$545K
|
+$499K
|
+6,259
|
+1,874%
|
|
|
2047
|
Meridian Wealth Management
Lexington,
Kentucky
|
$542K
|
+$169K
|
+2,122
|
+48%
|
|
|
2048
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$541K
|
-$6.69K
|
-84
|
-1%
|
|
|
2049
|
BigSur Wealth Management
Miami,
Florida
|
$539K
|
–
|
–
|
–
|
|
|
2050
|
HMS Capital Management
Nashville,
Tennessee
|
$539K
|
+$161K
|
+2,025
|
+45%
|
|
