|
2026
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.2K
|
–
|
–
|
–
|
|
|
2027
|
Triad Wealth Partners
Lawrence,
Kansas
|
$6.2K
|
+$5.81K
|
+68
|
New
|
|
|
2028
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$5.83K
|
–
|
–
|
–
|
|
|
2029
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5.47K
|
–
|
–
|
–
|
|
|
2030
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$5.1K
|
–
|
–
|
–
|
|
|
2031
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$4.74K
|
-$18.1K
|
-212
|
-80%
|
|
|
2032
|
Provident Wealth Management
Brentwood,
Tennessee
|
$4.74K
|
+$4.44K
|
+52
|
New
|
|
|
2033
|
ICA Group Wealth Management
Denver,
Colorado
|
$4.01K
|
-$129K
|
-1,508
|
-97%
|
|
|
2034
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.19K
|
–
|
–
|
–
|
|
|
2035
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.13K
|
-$251K
|
-2,944
|
-100%
|
|
|
2036
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.09K
|
–
|
–
|
–
|
|
|
2037
|
Tucker Asset Management
Littleton,
Colorado
|
$729
|
-$9.56K
|
-112
|
-93%
|
|
|
2038
|
Bangor Savings Bank
Bangor,
Maine
|
$365
|
–
|
–
|
–
|
|
|
2039
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$38.5M
|
-457,412
|
Closed
|
|
|
2040
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$36M
|
-427,768
|
Closed
|
|
|
2041
|
SG Americas Securities
New York
|
–
|
-$28.9M
|
-343,008
|
Closed
|
|
|
2042
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$28M
|
-332,400
|
Closed
|
|
|
2043
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$21.1M
|
-251,176
|
Closed
|
|
|
2044
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$9.31M
|
-110,500
|
Closed
|
|
|
2045
|
New York State Common Retirement Fund
Albany,
New York
|
–
|
-$5.43M
|
-64,400
|
Closed
|
|
|
2046
|
Cadence Bank
Tupelo,
Mississippi
|
–
|
-$4.38M
|
-51,944
|
Closed
|
|
|
2047
|
Flow Traders U.S.
New York
|
–
|
-$3.02M
|
-35,796
|
Closed
|
|
|
2048
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$2.89M
|
-34,352
|
Closed
|
|
|
2049
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$2.87M
|
-34,028
|
Closed
|
|
|
2050
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$2.63M
|
-31,224
|
Closed
|
|
