|
2026
|
Greenberg Financial Group
Tucson,
Arizona
|
$1.89M
|
+$1.23M
|
+11,149
|
New
|
|
|
2027
|
Insight Wealth Strategies
San Ramon,
California
|
$1.89M
|
+$20.9K
|
+189
|
+1%
|
|
|
2028
|
FORA Capital
Miami,
Florida
|
$1.89M
|
+$1.76M
|
+15,881
|
New
|
|
|
2029
|
Steele Capital Management
Dubuque,
Iowa
|
$1.89M
|
+$8.07K
|
+73
|
+0.5%
|
|
|
2030
|
|
$1.89M
|
-$602K
|
-5,440
|
-26%
|
|
|
2031
|
Machina Capital
Paris,
France
|
$1.88M
|
+$1.26M
|
+11,367
|
+254%
|
|
|
2032
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.88M
|
-$4.42K
|
-40
|
-0.3%
|
|
|
2033
|
Walker Asset Management
Verona,
Missouri
|
$1.88M
|
-$23.9K
|
-216
|
-1%
|
|
|
2034
|
Capital Square
Chattanooga,
Tennessee
|
$1.88M
|
+$31.6K
|
+286
|
+2%
|
|
|
2035
|
Foster Group
West Des Moines,
Iowa
|
$1.88M
|
+$155K
|
+1,398
|
+10%
|
|
|
2036
|
Tevis Investment Management
Plano,
Texas
|
$1.88M
|
–
|
–
|
–
|
|
|
2037
|
CVA Family Office
Denver,
Colorado
|
$1.87M
|
+$102K
|
+918
|
+6%
|
|
|
2038
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$1.87M
|
+$1.05M
|
+9,534
|
+154%
|
|
|
2039
|
Clark & Stuart Inc
Portland,
Maine
|
$1.87M
|
+$13.4K
|
+121
|
+0.8%
|
|
|
2040
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.87M
|
+$80.3K
|
+726
|
+5%
|
|
|
2041
|
PKS Advisory Services
Albany,
New York
|
$1.86M
|
+$742K
|
+6,710
|
+69%
|
|
|
2042
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.86M
|
+$43.6K
|
+394
|
+3%
|
|
|
2043
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.86M
|
+$160K
|
+1,451
|
+10%
|
|
|
2044
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.86M
|
-$141K
|
-1,277
|
-8%
|
|
|
2045
|
Two Sigma Investments
New York
|
$1.85M
|
-$1.6M
|
-14,498
|
-48%
|
|
|
2046
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.84M
|
+$364K
|
+3,291
|
+27%
|
|
|
2047
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.84M
|
-$14.4K
|
-130
|
-0.8%
|
|
|
2048
|
OFI Invest Asset Management
Paris,
France
|
$1.84M
|
-$18.8M
|
-170,254
|
-91%
|
|
|
2049
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.84M
|
+$253K
|
+2,289
|
+17%
|
|
|
2050
|
AllGen Financial Advisors
Orlando,
Florida
|
$1.84M
|
+$49.2K
|
+445
|
+3%
|
|
