|
2026
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$768K
|
-$1.04M
|
-41,700
|
-56%
|
|
|
2027
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$762K
|
–
|
–
|
–
|
|
|
2028
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$759K
|
+$16.3K
|
+656
|
+2%
|
|
|
2029
|
Venturi Wealth Management
Austin,
Texas
|
$755K
|
-$409K
|
-16,460
|
-34%
|
|
|
2030
|
1st Global Advisors
Dallas,
Texas
|
$755K
|
-$257K
|
-10,352
|
-25%
|
|
|
2031
|
Summit Asset Management
Memphis,
Tennessee
|
$755K
|
+$21.1K
|
+848
|
+3%
|
|
|
2032
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$754K
|
–
|
–
|
–
|
|
|
2033
|
American Economic Planning Group
Warren,
New Jersey
|
$747K
|
-$107K
|
-4,292
|
-12%
|
|
|
2034
|
Gould Asset Management
Claremont,
California
|
$746K
|
+$39.8K
|
+1,600
|
+5%
|
|
|
2035
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$746K
|
+$82.6K
|
+3,324
|
+12%
|
|
|
2036
|
Members Trust
Tampa,
Florida
|
$746K
|
+$776K
|
+31,216
|
New
|
|
|
2037
|
American Asset Management
Boca Raton,
Florida
|
$742K
|
+$32.3K
|
+1,300
|
+4%
|
|
|
2038
|
Lebenthal Wealth Advisors
New York
|
$737K
|
+$766K
|
+30,840
|
New
|
|
|
2039
|
McGowan Group Asset Management
Dallas,
Texas
|
$728K
|
-$41.9K
|
-1,684
|
-5%
|
|
|
2040
|
Matisse Capital
Portland,
Oregon
|
$727K
|
-$2.62M
|
-105,420
|
-78%
|
|
|
2041
|
Goldstein Munger & Associates
San Ramon,
California
|
$727K
|
–
|
–
|
–
|
|
|
2042
|
Delta Asset Management
Memphis,
Tennessee
|
$727K
|
+$22K
|
+884
|
+3%
|
|
|
2043
|
Wintrust Investments
Chicago,
Illinois
|
$727K
|
+$1.8M
|
+72,280
|
New
|
|
|
2044
|
Noven Financial Group
Denver,
Colorado
|
$721K
|
+$21.4K
|
+860
|
+3%
|
|
|
2045
|
Huntington Steele
Oaks,
Pennsylvania
|
$717K
|
-$157K
|
-6,312
|
-17%
|
|
|
2046
|
Auxier Asset Management
Aurora,
Oregon
|
$717K
|
+$29.8K
|
+1,200
|
+4%
|
|
|
2047
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$712K
|
+$80.6K
|
+3,244
|
+12%
|
|
|
2048
|
High Point Bank & Trust
High Point,
North Carolina
|
$708K
|
–
|
–
|
–
|
|
|
2049
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$702K
|
-$43.7K
|
-1,760
|
-6%
|
|
|
2050
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$697K
|
+$101K
|
+4,072
|
+16%
|
|
