|
2026
|
Vann Equity Management
Plano,
Texas
|
$1.1M
|
+$1.16M
|
+2,198
|
New
|
|
|
2027
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.1M
|
-$150K
|
-284
|
-11%
|
|
|
2028
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.1M
|
-$6.32K
|
-12
|
-0.5%
|
|
|
2029
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.1M
|
+$382K
|
+726
|
+49%
|
|
|
2030
|
Cambient Family Office
Ada,
Michigan
|
$1.09M
|
+$154K
|
+293
|
+15%
|
|
|
2031
|
Boreal Capital Management
Miami,
Florida
|
$1.09M
|
-$291K
|
-552
|
-20%
|
|
|
2032
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$1.09M
|
-$81.1K
|
-154
|
-7%
|
|
|
2033
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.09M
|
+$57.9K
|
+110
|
+5%
|
|
|
2034
|
Elyxium Wealth
San Mateo,
California
|
$1.09M
|
+$19.5K
|
+37
|
+2%
|
|
|
2035
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$1.09M
|
-$38.4K
|
-73
|
-3%
|
|
|
2036
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.09M
|
+$9.48K
|
+18
|
+0.8%
|
|
|
2037
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.07M
|
-$16.3K
|
-31
|
-1%
|
|
|
2038
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$1.07M
|
-$542K
|
-1,030
|
-32%
|
|
|
2039
|
First Western Trust Bank
Denver,
Colorado
|
$1.07M
|
-$527
|
-1
|
-0%
|
|
|
2040
|
Prentice Wealth Management
Rochester,
New York
|
$1.07M
|
-$212K
|
-402
|
-16%
|
|
|
2041
|
Solstein Capital
Menlo Park,
California
|
$1.07M
|
+$20K
|
+38
|
+2%
|
|
|
2042
|
111 Capital
Paris,
France
|
$1.07M
|
-$642K
|
-1,219
|
-36%
|
|
|
2043
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
2044
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.06M
|
+$22.1K
|
+42
|
+2%
|
|
|
2045
|
Financial Management Network
Mission Viejo,
California
|
$1.06M
|
-$3.69K
|
-7
|
-0.3%
|
|
|
2046
|
Castleview Partners
Dallas,
Texas
|
$1.06M
|
-$131K
|
-248
|
-10%
|
|
|
2047
|
Smith Group Asset Management
Dallas,
Texas
|
$1.06M
|
+$330K
|
+627
|
+42%
|
|
|
2048
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.05M
|
-$371K
|
-704
|
-25%
|
|
|
2049
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.05M
|
+$157K
|
+299
|
+17%
|
|
|
2050
|
Strong Retirement Solutions
Silverdale,
Washington
|
$1.05M
|
-$105K
|
-199
|
-9%
|
|
