|
2026
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$2.46K
|
–
|
–
|
–
|
|
|
2027
|
Rise Advisors
Rochester,
New York
|
$2.43K
|
-$69.2K
|
-250
|
-97%
|
|
|
2028
|
True Wealth Design
Akron,
Ohio
|
$2.13K
|
+$2.21K
|
+8
|
New
|
|
|
2029
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$1.6K
|
+$1.66K
|
+6
|
New
|
|
|
2030
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.33K
|
–
|
–
|
–
|
|
|
2031
|
Truvestments Capital
Sarasota,
Florida
|
$1.33K
|
+$1.38K
|
+5
|
New
|
|
|
2032
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.07K
|
-$277
|
-1
|
-20%
|
|
|
2033
|
GoalVest Advisory
New York
|
$1.07K
|
–
|
–
|
–
|
|
|
2034
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$1.07K
|
+$1.11K
|
+4
|
New
|
|
|
2035
|
Gordian Capital (Singapore)
Singapore
|
$1K
|
–
|
–
|
–
|
|
|
2036
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
2037
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1K
|
+$1.11K
|
+4
|
New
|
|
|
2038
|
Bellwether Advisors
Lincoln,
Nebraska
|
$533
|
+$553
|
+2
|
New
|
|
|
2039
|
Trust Company of Toledo
Holland,
Ohio
|
$473
|
+$31.8K
|
+115
|
+7%
|
|
|
2040
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$156
|
–
|
–
|
–
|
|
|
2041
|
Westside Investment Management
Santa Monica,
California
|
$65
|
+$38.4K
|
+139
|
+131%
|
|
|
2042
|
TFO Wealth Partners
Maumee,
Ohio
|
$30
|
+$277
|
+1
|
New
|
|
|
2043
|
CenterStar Asset Management
Chicago,
Illinois
|
$24
|
–
|
–
|
–
|
|
|
2044
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
–
|
-$611M
|
-2,372,787
|
Closed
|
|
|
2045
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$96.5M
|
-375,184
|
Closed
|
|
|
2046
|
Independent Franchise Partners
London,
United Kingdom
|
–
|
-$76.3M
|
-296,392
|
Closed
|
|
|
2047
|
Interval Partners
New York
|
–
|
-$44M
|
-171,000
|
Closed
|
|
|
2048
|
Junto Capital Management
New York
|
–
|
-$29.3M
|
-114,051
|
Closed
|
|
|
2049
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$26.1M
|
-101,381
|
Closed
|
|
|
2050
|
ExodusPoint Capital Management
New York
|
–
|
-$12.9M
|
-50,302
|
Closed
|
|
