|
2026
|
Sunrise Financial Services
Burien,
Washington
|
$2.6K
|
–
|
–
|
–
|
|
|
2027
|
WestEnd Advisors
Charlotte,
North Carolina
|
$2.6K
|
–
|
–
|
–
|
|
|
2028
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.73K
|
-$2.68K
|
-3
|
-60%
|
|
|
2029
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.73K
|
–
|
–
|
–
|
|
|
2030
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.73K
|
–
|
–
|
–
|
|
|
2031
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.73K
|
–
|
–
|
–
|
|
|
2032
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.73K
|
+$893
|
+1
|
+100%
|
|
|
2033
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$867
|
–
|
–
|
–
|
|
|
2034
|
Redwood Park Advisors
Redwood City,
California
|
$866
|
-$893
|
-1
|
-50%
|
|
|
2035
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$866
|
–
|
–
|
–
|
|
|
2036
|
Breakwater Investment Management
Seattle,
Washington
|
$866
|
–
|
–
|
–
|
|
|
2037
|
Seneschal Advisors
Tacoma,
Washington
|
$866
|
–
|
–
|
–
|
|
|
2038
|
West Branch Capital
Amherst,
Massachusetts
|
$866
|
–
|
–
|
–
|
|
|
2039
|
Curio Wealth
Annapolis,
Maryland
|
$865
|
+$893
|
+1
|
New
|
|
|
2040
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$865
|
+$893
|
+1
|
New
|
|
|
2041
|
Napier Financial
Braintree,
Massachusetts
|
$865
|
+$893
|
+1
|
New
|
|
|
2042
|
Tidemark
San Diego,
California
|
$865
|
+$893
|
+1
|
New
|
|
|
2043
|
|
$806
|
-$3.75M
|
-4,206
|
-100%
|
|
|
2044
|
LM Advisors
San Diego,
California
|
$542
|
+$22.3K
|
+25
|
+6%
|
|
|
2045
|
West Financial Advisors
Des Moines,
Iowa
|
$534
|
+$893
|
+1
|
New
|
|
|
2046
|
|
–
|
-$1.65B
|
-2,012,870
|
Closed
|
|
|
2047
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
–
|
-$119M
|
-144,682
|
Closed
|
|
|
2048
|
Första AP-fonden
Stockholm,
Sweden
|
–
|
-$39.7M
|
-48,447
|
Closed
|
|
|
2049
|
Glenview Capital Management
New York
|
–
|
-$35.3M
|
-42,994
|
Closed
|
|
|
2050
|
|
–
|
-$28.6M
|
-34,877
|
Closed
|
|
