|
2026
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.05B
|
+$98.1M
|
+10%
|
8.67%
|
62.8%
|
307
|
10.75%
|
|
|
2027
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.05B
|
+$77.6M
|
+8%
|
6.97%
|
67%
|
477
|
9.43%
|
|
|
2028
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.05B
|
+$78M
|
+8%
|
6.87%
|
80.5%
|
374
|
6.95%
|
|
|
2029
|
Cozad Asset Management
Champaign,
Illinois
|
$1.05B
|
+$44.7M
|
+4%
|
6.79%
|
132%
|
420
|
8.81%
|
|
|
2030
|
Browning West
Los Angeles,
California
|
$1.05B
|
+$167M
|
+19%
|
19.2%
|
96.8%
|
2
|
0%
|
|
|
2031
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.05B
|
+$64.2M
|
+7%
|
8.28%
|
46%
|
163
|
4.29%
|
|
|
2032
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.05B
|
+$78.1M
|
+8%
|
10.3%
|
78.9%
|
465
|
21.51%
|
|
|
2033
|
Washington Trust Bank
Spokane,
Washington
|
$1.04B
|
+$33.5M
|
+3%
|
4.81%
|
80.5%
|
224
|
11.61%
|
|
|
2034
|
Globeflex Capital
San Diego,
California
|
$1.04B
|
+$87.1M
|
+9%
|
11.9%
|
186%
|
539
|
27.46%
|
|
|
2035
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$1.04B
|
+$42.2M
|
+4%
|
6.71%
|
49.3%
|
63
|
6.35%
|
|
|
2036
|
Tompkins Financial
Ithaca,
New York
|
$1.04B
|
+$88.4M
|
+9%
|
7.15%
|
74.1%
|
629
|
14.15%
|
|
|
2037
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.04B
|
+$32.6M
|
+3%
|
4.12%
|
93.8%
|
105
|
13.33%
|
|
|
2038
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.04B
|
-$221M
|
-17%
|
7.21%
|
81.9%
|
618
|
24.11%
|
|
|
2039
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.04B
|
+$82.6M
|
+9%
|
6.04%
|
–
|
307
|
10.1%
|
|
|
2040
|
Austin Private Wealth
Austin,
Texas
|
$1.04B
|
+$110M
|
+12%
|
5.28%
|
62.3%
|
300
|
19.67%
|
|
|
2041
|
Woodstock Corp
Boston,
Massachusetts
|
$1.04B
|
+$55.8M
|
+6%
|
6.66%
|
96.1%
|
169
|
4.73%
|
|
|
2042
|
Rational Advisors
Huntington,
New York
|
$1.04B
|
+$13.7M
|
+1%
|
5.59%
|
37.7%
|
206
|
25.73%
|
|
|
2043
|
Strategy Capital
Los Altos,
California
|
$1.04B
|
+$20.8M
|
+2%
|
10.7%
|
316%
|
11
|
18.18%
|
|
|
2044
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.04B
|
-$15.9M
|
-2%
|
6.24%
|
119%
|
161
|
38.51%
|
|
|
2045
|
Atlas FRM
Greenwich,
Connecticut
|
$1.04B
|
+$284M
|
+38%
|
18%
|
38.9%
|
9
|
33.33%
|
|
|
2046
|
Smith Anglin Financial
Dallas,
Texas
|
$1.04B
|
+$48.9M
|
+5%
|
5.33%
|
52.8%
|
219
|
14.61%
|
|
|
2047
|
Diversify Wealth Management
Sandy,
Utah
|
$1.04B
|
+$234M
|
+29%
|
6.75%
|
–
|
504
|
21.23%
|
|
|
2048
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$1.04B
|
+$44.5M
|
+4%
|
5.23%
|
140%
|
7
|
0%
|
|
|
2049
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$1.03B
|
+$155M
|
+18%
|
12.2%
|
77.6%
|
350
|
39.14%
|
|
|
2050
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$1.03B
|
-$87.9M
|
-8%
|
6.5%
|
41.1%
|
16
|
25%
|
|