|
2026
|
Filament
Seattle,
Washington
|
$1.17M
|
-$888K
|
-31,312
|
-44%
|
|
|
2027
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.17M
|
+$1.15M
|
+40,480
|
New
|
|
|
2028
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.16M
|
+$108K
|
+3,800
|
+10%
|
|
|
2029
|
Argentiere Capital
Zug,
Switzerland
|
$1.16M
|
+$1.14M
|
+40,036
|
New
|
|
|
2030
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.16M
|
-$57.8K
|
-2,040
|
-5%
|
|
|
2031
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$1.16M
|
+$1.13M
|
+40,000
|
New
|
|
|
2032
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.15M
|
+$1M
|
+35,292
|
+774%
|
|
|
2033
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.14M
|
+$1.08M
|
+37,980
|
New
|
|
|
2034
|
The Family Firm
Bethesda,
Maryland
|
$1.12M
|
+$3.97K
|
+140
|
+0.4%
|
|
|
2035
|
Fusion Family Wealth
Woodbury,
New York
|
$1.11M
|
+$1.06M
|
+37,404
|
New
|
|
|
2036
|
Capital Management Associates (New York)
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
2037
|
|
$1.11M
|
-$3.36M
|
-118,604
|
-76%
|
|
|
2038
|
Well Done LLC
Holland,
Michigan
|
$1.11M
|
+$35.9K
|
+1,268
|
+3%
|
|
|
2039
|
|
$1.11M
|
+$561K
|
+19,784
|
+107%
|
|
|
2040
|
|
$1.1M
|
-$18.4M
|
-650,708
|
-94%
|
|
|
2041
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.1M
|
-$106K
|
-3,736
|
-9%
|
|
|
2042
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.1M
|
-$88.6K
|
-3,124
|
-8%
|
|
|
2043
|
Lehman Financial Resources
Media,
Pennsylvania
|
$1.1M
|
+$440K
|
+15,520
|
+69%
|
|
|
2044
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.1M
|
+$1.07M
|
+37,904
|
New
|
|
|
2045
|
Mizuho Securities USA
New York
|
$1.09M
|
-$2.42M
|
-85,500
|
-69%
|
|
|
2046
|
F&V Capital Management
Boca Raton,
Florida
|
$1.09M
|
+$11.3K
|
+400
|
+1%
|
|
|
2047
|
Polen Capital Management
Boca Raton,
Florida
|
$1.09M
|
-$337M
|
-11,892,756
|
-100%
|
|
|
2048
|
Osterweis Capital Management
San Francisco,
California
|
$1.09M
|
-$94.9K
|
-3,348
|
-8%
|
|
|
2049
|
First City Capital Management
Savannah,
Georgia
|
$1.09M
|
+$43.1K
|
+1,520
|
+4%
|
|
|
2050
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.09M
|
+$107K
|
+3,776
|
+11%
|
|
