|
2026
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.1K
|
–
|
–
|
–
|
|
|
2027
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$6.03K
|
–
|
–
|
–
|
|
|
2028
|
Harvest Fund Management
Beijing,
China
|
$6K
|
-$133K
|
-825
|
-96%
|
|
|
2029
|
Red Tortoise LLC
Atlanta,
Georgia
|
$5.57K
|
–
|
–
|
–
|
|
|
2030
|
Buck Wealth Strategies
Denver,
Colorado
|
$5.23K
|
–
|
–
|
–
|
|
|
2031
|
Activest Wealth Management
Aventure,
Florida
|
$5.1K
|
–
|
–
|
–
|
|
|
2032
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$4.97K
|
–
|
–
|
–
|
|
|
2033
|
True Wealth Design
Akron,
Ohio
|
$4.43K
|
-$2.58K
|
-16
|
-39%
|
|
|
2034
|
PayPay Securities
Tokyo,
Japan
|
$4.18K
|
-$484
|
-3
|
-11%
|
|
|
2035
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4K
|
–
|
–
|
–
|
|
|
2036
|
Bollard Group
Boston,
Massachusetts
|
$4K
|
+$4.03K
|
+25
|
New
|
|
|
2037
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3.48K
|
–
|
–
|
–
|
|
|
2038
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.31K
|
–
|
–
|
–
|
|
|
2039
|
Atwood & Palmer
Kansas City,
Missouri
|
$3.14K
|
+$2.9K
|
+18
|
New
|
|
|
2040
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$2.79K
|
–
|
–
|
–
|
|
|
2041
|
Focused Wealth Management
Newburgh,
New York
|
$2.61K
|
-$33.9K
|
-210
|
-93%
|
|
|
2042
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.44K
|
-$5.49K
|
-34
|
-71%
|
|
|
2043
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2K
|
+$2.1K
|
+13
|
New
|
|
|
2044
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$1.75K
|
-$1.62M
|
-10,070
|
Closed
|
|
|
2045
|
Cyrus J. Lawrence
New York
|
$123
|
–
|
–
|
–
|
|
|
2046
|
Comerica Bank
Dallas,
Texas
|
$4
|
+$8.19M
|
+50,757
|
New
|
|
|
2047
|
Azora Capital LP
Miami,
Florida
|
–
|
-$57M
|
-345,661
|
Closed
|
|
|
2048
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
–
|
-$47M
|
-284,850
|
Closed
|
|
|
2049
|
LMR Partners
London,
United Kingdom
|
–
|
-$42.8M
|
-259,418
|
Closed
|
|
|
2050
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$39.9M
|
-241,694
|
Closed
|
|
