|
2026
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
2027
|
Creative Financial Designs
Kokomo,
Indiana
|
$18K
|
+$726
|
+4
|
+4%
|
|
|
2028
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$17K
|
+$15.8K
|
+87
|
+2,175%
|
|
|
2029
|
Horan Securities
Cincinnati,
United States
|
$16K
|
–
|
–
|
–
|
|
|
2030
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
2031
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.2K
|
-$10.3K
|
-57
|
-47%
|
|
|
2032
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$12K
|
+$11.6K
|
+64
|
New
|
|
|
2033
|
TD Capital Management
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
2034
|
Shelton Capital Management
Denver,
Colorado
|
$10.2K
|
-$1.51M
|
-8,344
|
-81%
|
|
|
2035
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
2036
|
Arlington Partners
Birmingham,
Alabama
|
$9K
|
+$8.71K
|
+48
|
New
|
|
|
2037
|
Requisite Capital Management
Dallas,
Texas
|
$8K
|
+$7.99K
|
+44
|
New
|
|
|
2038
|
GS Investments
Minneapolis,
Minnesota
|
$7.6K
|
–
|
–
|
–
|
|
|
2039
|
Balentine LLC
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
2040
|
One Wealth Advisors
San Francisco,
California
|
$7K
|
+$6.35K
|
+35
|
New
|
|
|
2041
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.27K
|
–
|
–
|
–
|
|
|
2042
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
2043
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$5K
|
+$2.72K
|
+15
|
+150%
|
|
|
2044
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3.23K
|
+$3.08K
|
+17
|
New
|
|
|
2045
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
2046
|
Fidelity International
Hamilton,
Bermuda
|
$2K
|
-$5.5M
|
-30,289
|
-100%
|
|
|
2047
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2048
|
HWG Holdings
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
2049
|
Voleon Capital Management
Berkeley,
California
|
–
|
-$38.2M
|
-215,000
|
Closed
|
|
|
2050
|
Waddell & Reed Financial
Overland Park,
Kansas
|
–
|
-$26.3M
|
-148,360
|
Closed
|
|
