|
2026
|
First Interstate Bank
Billings,
Montana
|
$649K
|
-$183K
|
-2,933
|
-22%
|
|
|
2027
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$649K
|
+$4.81K
|
+77
|
+0.7%
|
|
|
2028
|
Royal Harbor Partners
Houston,
Texas
|
$647K
|
+$71.7K
|
+1,147
|
+12%
|
|
|
2029
|
Sicart Associates
New York
|
$646K
|
-$48.3K
|
-772
|
-7%
|
|
|
2030
|
4J Wealth Management
Alexandria,
Virginia
|
$646K
|
-$1.94K
|
-31
|
-0.3%
|
|
|
2031
|
Executive Wealth Management
Brighton,
Michigan
|
$646K
|
+$52.3K
|
+836
|
+9%
|
|
|
2032
|
Ballast Inc
Lexington,
Kentucky
|
$645K
|
-$64.6K
|
-1,033
|
-9%
|
|
|
2033
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$644K
|
-$20.5K
|
-328
|
-3%
|
|
|
2034
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$643K
|
+$18.9K
|
+303
|
+3%
|
|
|
2035
|
Edgewood Management
Greenwich,
Connecticut
|
$642K
|
-$97.3K
|
-1,557
|
-13%
|
|
|
2036
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$642K
|
-$63.2K
|
-1,012
|
-9%
|
|
|
2037
|
Israel Discount Bank of New York
New York
|
$642K
|
-$17.8K
|
-285
|
-3%
|
|
|
2038
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$642K
|
-$6.25K
|
-100
|
-0.9%
|
|
|
2039
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$642K
|
+$15.1K
|
+241
|
+2%
|
|
|
2040
|
Autus Asset Management
Scottsdale,
Arizona
|
$642K
|
+$387K
|
+6,199
|
+145%
|
|
|
2041
|
G&S Capital
Denver,
Colorado
|
$641K
|
-$488K
|
-7,809
|
-43%
|
|
|
2042
|
Safeguard Investment Advisory Group
Corona,
California
|
$640K
|
-$39.2K
|
-627
|
-6%
|
|
|
2043
|
City State Bank
Norwalk,
Iowa
|
$640K
|
+$654K
|
+10,466
|
New
|
|
|
2044
|
Sovereign Financial Group
Stamford,
Connecticut
|
$639K
|
+$25.9K
|
+415
|
+4%
|
|
|
2045
|
Sentinel Trust
Houston,
Texas
|
$637K
|
-$432K
|
-6,914
|
-40%
|
|
|
2046
|
Angeles Investment Advisors
Santa Monica,
California
|
$637K
|
+$206K
|
+3,290
|
+46%
|
|
|
2047
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$634K
|
-$67.5K
|
-1,080
|
-9%
|
|
|
2048
|
SFG Wealth Management
Towson,
Maryland
|
$633K
|
+$647K
|
+10,347
|
New
|
|
|
2049
|
Austin Asset Management
Austin,
Texas
|
$631K
|
+$644K
|
+10,308
|
New
|
|
|
2050
|
Wulff, Hansen & Co
San Rafael,
California
|
$631K
|
+$645K
|
+10,315
|
New
|
|
