|
2026
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$15K
|
+$8.58K
|
+71
|
+131%
|
|
|
2027
|
Troy Asset Management
London,
United Kingdom
|
$14K
|
+$14.1K
|
+117
|
New
|
|
|
2028
|
Fusion Family Wealth
Woodbury,
New York
|
$12K
|
-$44.1K
|
-365
|
-77%
|
|
|
2029
|
TLP Group
Evanston,
Illinois
|
$12K
|
+$12.1K
|
+100
|
New
|
|
|
2030
|
HWG Holdings
Houston,
Texas
|
$11K
|
-$7.25K
|
-60
|
-39%
|
|
|
2031
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
2032
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7K
|
+$4.71K
|
+39
|
+177%
|
|
|
2033
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6K
|
+$6.77K
|
+56
|
New
|
|
|
2034
|
Financial Advantage
Columbia,
Maryland
|
$5K
|
+$5.08K
|
+42
|
New
|
|
|
2035
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
2036
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
2037
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3K
|
–
|
–
|
–
|
|
|
2038
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2K
|
-$967
|
-8
|
-30%
|
|
|
2039
|
Ruggie Capital Group
Tavares,
Florida
|
$2K
|
-$363
|
-3
|
-15%
|
|
|
2040
|
Lenox Wealth Advisors
New York
|
$1K
|
+$604
|
+5
|
New
|
|
|
2041
|
Epoch Investment Partners
New York
|
–
|
-$210M
|
-1,620,617
|
Closed
|
|
|
2042
|
Sanders Capital
West Palm Beach,
Florida
|
–
|
-$133M
|
-1,031,216
|
Closed
|
|
|
2043
|
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
–
|
-$43.9M
|
-339,422
|
Closed
|
|
|
2044
|
Honeywell International
Charlotte,
North Carolina
|
–
|
-$29.7M
|
-229,528
|
Closed
|
|
|
2045
|
Osterweis Capital Management
San Francisco,
California
|
–
|
-$28.1M
|
-216,733
|
Closed
|
|
|
2046
|
Sprott Inc
Toronto,
Ontario, Canada
|
–
|
-$22.4M
|
-173,127
|
Closed
|
|
|
2047
|
CI Global Investments
Oakland,
California
|
–
|
-$20.5M
|
-158,559
|
Closed
|
|
|
2048
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$14.4M
|
-111,109
|
Closed
|
|
|
2049
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$14.2M
|
-109,548
|
Closed
|
|
|
2050
|
HBK Investments
Dallas,
Texas
|
–
|
-$14.1M
|
-108,612
|
Closed
|
|
