|
2026
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$553K
|
–
|
–
|
–
|
|
|
2027
|
HBW Advisory Services
Simi Valley,
California
|
$550K
|
-$134K
|
-2,553
|
-20%
|
|
|
2028
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$550K
|
+$35K
|
+665
|
+7%
|
|
|
2029
|
Investors Financial Group
Plymouth,
Minnesota
|
$547K
|
+$18.3K
|
+348
|
+3%
|
|
|
2030
|
Versor Investments
New York
|
$545K
|
+$541K
|
+10,283
|
New
|
|
|
2031
|
Olympiad Research
Stamford,
Connecticut
|
$543K
|
+$25.8K
|
+490
|
+5%
|
|
|
2032
|
Detalus Advisors
St. Louis,
Missouri
|
$541K
|
-$37.9K
|
-720
|
-7%
|
|
|
2033
|
Kalos Management
Alpharetta,
Georgia
|
$540K
|
-$143K
|
-2,712
|
-22%
|
|
|
2034
|
Clarus Group
Houston,
Texas
|
$540K
|
-$52.2K
|
-992
|
-9%
|
|
|
2035
|
Jones Financial Companies
Des Peres,
Missouri
|
$538K
|
-$47.3K
|
-899
|
-8%
|
|
|
2036
|
First Wilshire Securities Management
Pasadena,
California
|
$538K
|
-$31.4K
|
-596
|
-6%
|
|
|
2037
|
Lavaca Capital
Houston,
Texas
|
$537K
|
+$12K
|
+229
|
+2%
|
|
|
2038
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$537K
|
+$35.5K
|
+675
|
+7%
|
|
|
2039
|
Childress Capital Advisors
Houston,
Texas
|
$536K
|
-$325K
|
-6,169
|
-38%
|
|
|
2040
|
Univest Financial
Souderton,
Pennsylvania
|
$536K
|
-$49.8K
|
-946
|
-9%
|
|
|
2041
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$531K
|
–
|
–
|
–
|
|
|
2042
|
Stonnington Group
Pasadena,
California
|
$530K
|
+$78.9K
|
+1,500
|
+18%
|
|
|
2043
|
Knowledge Leaders Capital
Denver,
Colorado
|
$528K
|
+$6.31K
|
+120
|
+1%
|
|
|
2044
|
|
$527K
|
+$523K
|
+9,940
|
New
|
|
|
2045
|
CFM Wealth Partners
Austin,
Texas
|
$526K
|
+$5.05K
|
+96
|
+1%
|
|
|
2046
|
Summit X LLC
Chesterfield,
Missouri
|
$526K
|
+$5.31K
|
+101
|
+1%
|
|
|
2047
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$525K
|
-$6.47K
|
-123
|
-1%
|
|
|
2048
|
Castleview Partners
Dallas,
Texas
|
$525K
|
+$521K
|
+9,910
|
New
|
|
|
2049
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$524K
|
-$1.62M
|
-30,855
|
-76%
|
|
|
2050
|
Financial Management Network
Mission Viejo,
California
|
$524K
|
–
|
–
|
–
|
|
