|
2026
|
Cohen Capital Management
Corte Madera,
California
|
$277K
|
+$64.9K
|
+135
|
+29%
|
|
|
2027
|
Ignite Planners
San Clemente,
California
|
$276K
|
-$70.2K
|
-146
|
-18%
|
|
|
2028
|
Chelsea Counsel Company
Los Angeles,
California
|
$276K
|
–
|
–
|
–
|
|
|
2029
|
Wealthquest
Cincinnati,
Ohio
|
$275K
|
–
|
–
|
–
|
|
|
2030
|
SJS Investment Consulting
Sylvania,
Ohio
|
$275K
|
+$4.81K
|
+10
|
+2%
|
|
|
2031
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$275K
|
+$20.2K
|
+42
|
+7%
|
|
|
2032
|
Bridgeway Capital Management
Houston,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
2033
|
Constitution Capital
Shelton,
Connecticut
|
$273K
|
–
|
–
|
–
|
|
|
2034
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$273K
|
+$289K
|
+600
|
New
|
|
|
2035
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$273K
|
+$289K
|
+600
|
New
|
|
|
2036
|
Orin Green Financial
San Diego,
California
|
$272K
|
+$2.89K
|
+6
|
+1%
|
|
|
2037
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$271K
|
-$74.1K
|
-154
|
-21%
|
|
|
2038
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$269K
|
-$265K
|
-550
|
-48%
|
|
|
2039
|
Cambridge Advisors
Omaha,
Nebraska
|
$269K
|
-$1.44K
|
-3
|
-0.5%
|
|
|
2040
|
NuWave Investment Management
Parsippany,
New Jersey
|
$269K
|
+$284K
|
+590
|
New
|
|
|
2041
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$268K
|
-$4.81K
|
-10
|
-2%
|
|
|
2042
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
2043
|
Financial Engines Advisors
Santa Clara,
California
|
$268K
|
+$283K
|
+588
|
New
|
|
|
2044
|
Poehling Capital Management
Madison,
Wisconsin
|
$268K
|
+$283K
|
+589
|
New
|
|
|
2045
|
Asahi Life Asset Management
Tokyo,
Japan
|
$267K
|
-$597K
|
-1,240
|
-68%
|
|
|
2046
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$267K
|
-$37.5K
|
-78
|
-12%
|
|
|
2047
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$267K
|
–
|
–
|
–
|
|
|
2048
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$267K
|
+$72.2K
|
+150
|
+34%
|
|
|
2049
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$266K
|
-$48.1K
|
-100
|
-15%
|
|
|
2050
|
DF Dent & Co
Baltimore,
Maryland
|
$266K
|
–
|
–
|
–
|
|
