|
2026
|
Pasadena Private Wealth
Pasadena,
California
|
$357K
|
+$330K
|
+2,182
|
New
|
|
|
2027
|
Southland Equity Partners
Wildwood,
Missouri
|
$357K
|
+$6.95K
|
+46
|
+2%
|
|
|
2028
|
|
$356K
|
+$24.9K
|
+165
|
+8%
|
|
|
2029
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$355K
|
+$144K
|
+956
|
+79%
|
|
|
2030
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$355K
|
-$387K
|
-2,560
|
-57%
|
|
|
2031
|
Peak Asset Management
Louisville,
Colorado
|
$355K
|
-$13.3K
|
-88
|
-4%
|
|
|
2032
|
|
$355K
|
–
|
–
|
–
|
|
|
2033
|
Summit Global Investments
Bountiful,
Utah
|
$355K
|
+$74.5K
|
+493
|
+29%
|
|
|
2034
|
Stonebrook Private
Northville,
Michigan
|
$354K
|
+$327K
|
+2,167
|
New
|
|
|
2035
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$354K
|
-$86.9K
|
-575
|
-21%
|
|
|
2036
|
Alpha Family Trust
Los Angeles,
California
|
$354K
|
+$327K
|
+2,165
|
New
|
|
|
2037
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$354K
|
-$2.87K
|
-19
|
-0.9%
|
|
|
2038
|
Fidelity International
Hamilton,
Bermuda
|
$354K
|
-$6.61M
|
-43,730
|
-95%
|
|
|
2039
|
|
$354K
|
–
|
–
|
–
|
|
|
2040
|
Catalyst Capital Advisors
Huntington,
New York
|
$353K
|
–
|
–
|
–
|
|
|
2041
|
Inspire Advisors
Meridian,
Idaho
|
$353K
|
–
|
–
|
–
|
|
|
2042
|
Family Management
New York
|
$353K
|
+$1.51K
|
+10
|
+0.5%
|
|
|
2043
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$352K
|
-$260K
|
-1,722
|
-44%
|
|
|
2044
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$352K
|
-$65.9K
|
-436
|
-17%
|
|
|
2045
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$352K
|
-$24K
|
-159
|
-7%
|
|
|
2046
|
Jump Financial
Chicago,
Illinois
|
$351K
|
-$184K
|
-1,218
|
-36%
|
|
|
2047
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$351K
|
–
|
–
|
–
|
|
|
2048
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$351K
|
-$14.4K
|
-95
|
-4%
|
|
|
2049
|
|
$350K
|
–
|
–
|
–
|
|
|
2050
|
Insight 2811 Inc
Chicago,
Illinois
|
$349K
|
–
|
–
|
–
|
|
