|
2026
|
Lee Financial
Dallas,
Texas
|
$89K
|
-$30.8K
|
-349
|
-25%
|
|
|
2027
|
Smith Affiliated Capital
New York
|
$87.2K
|
–
|
–
|
–
|
|
|
2028
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$84.3K
|
-$28.6K
|
-324
|
-25%
|
|
|
2029
|
Clear Investment Research
Alpharetta,
Georgia
|
$78K
|
+$79K
|
+896
|
New
|
|
|
2030
|
AllSquare Wealth Management
Albany,
New York
|
$76K
|
-$22.7K
|
-258
|
-23%
|
|
|
2031
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$69K
|
-$30.4K
|
-345
|
-30%
|
|
|
2032
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$68K
|
-$5.29K
|
-60
|
-7%
|
|
|
2033
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$67K
|
+$67.6K
|
+767
|
New
|
|
|
2034
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
2035
|
American Beacon Advisors
Irving,
Texas
|
$64K
|
–
|
–
|
–
|
|
|
2036
|
MU Investments Company
Tokyo,
Japan
|
$63K
|
-$26.4K
|
-300
|
-29%
|
|
|
2037
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$61K
|
-$4.41K
|
-50
|
-7%
|
|
|
2038
|
Lagoda Investment Management
New York
|
$60K
|
–
|
–
|
–
|
|
|
2039
|
Horrell Capital Management
Little Rock,
Arkansas
|
$58K
|
–
|
–
|
–
|
|
|
2040
|
Lenox Wealth Advisors
New York
|
$57K
|
+$441
|
+5
|
+0.8%
|
|
|
2041
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$57K
|
+$22K
|
+250
|
+62%
|
|
|
2042
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$57K
|
+$57.4K
|
+651
|
New
|
|
|
2043
|
Davidson Investment Advisors
Great Falls,
Montana
|
$55K
|
-$55.1K
|
-625
|
-49%
|
|
|
2044
|
CKW Financial Group
Honolulu,
Hawaii
|
$53K
|
–
|
–
|
–
|
|
|
2045
|
WESPAC Advisors SoCal
Pasadena,
California
|
$52K
|
-$6.61K
|
-75
|
-11%
|
|
|
2046
|
Kemnay Advisory Services
New York
|
$52K
|
–
|
–
|
–
|
|
|
2047
|
Redwood Investments
Boston,
Massachusetts
|
$47K
|
–
|
–
|
–
|
|
|
2048
|
Pathstone Family Office
Englewood,
New Jersey
|
$36K
|
-$182K
|
-2,060
|
-83%
|
|
|
2049
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$35K
|
–
|
–
|
–
|
|
|
2050
|
Veritas Investment Management
London,
United Kingdom
|
$34K
|
–
|
–
|
–
|
|
