|
2026
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$69.8K
|
-$18.2K
|
-200
|
-21%
|
|
|
2027
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$69K
|
-$455
|
-5
|
-0.7%
|
|
|
2028
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
2029
|
American Beacon Advisors
Irving,
Texas
|
$67K
|
–
|
–
|
–
|
|
|
2030
|
Lagoda Investment Management
New York
|
$63K
|
–
|
–
|
–
|
|
|
2031
|
Payden & Rygel
Los Angeles,
California
|
$62K
|
-$9.18M
|
-100,836
|
-99%
|
|
|
2032
|
Horrell Capital Management
Little Rock,
Arkansas
|
$61K
|
–
|
–
|
–
|
|
|
2033
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
2034
|
Lenox Wealth Advisors
New York
|
$61K
|
+$1.64K
|
+18
|
+3%
|
|
|
2035
|
Hefty Wealth Partners
Auburn,
Indiana
|
$58K
|
-$688K
|
-7,562
|
-92%
|
|
|
2036
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$57K
|
-$2.19K
|
-24
|
-4%
|
|
|
2037
|
CKW Financial Group
Honolulu,
Hawaii
|
$55K
|
–
|
–
|
–
|
|
|
2038
|
Kemnay Advisory Services
New York
|
$55K
|
–
|
–
|
–
|
|
|
2039
|
WESPAC Advisors SoCal
Pasadena,
California
|
$54K
|
–
|
–
|
–
|
|
|
2040
|
MU Investments Company
Tokyo,
Japan
|
$53K
|
-$12.7K
|
-140
|
-19%
|
|
|
2041
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$49K
|
-$10.5K
|
-115
|
-18%
|
|
|
2042
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$42K
|
+$42.2K
|
+463
|
New
|
|
|
2043
|
Pathstone Family Office
Englewood,
New Jersey
|
$38K
|
–
|
–
|
–
|
|
|
2044
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$36K
|
–
|
–
|
–
|
|
|
2045
|
Veritas Investment Management
London,
United Kingdom
|
$35K
|
–
|
–
|
–
|
|
|
2046
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34K
|
+$12.7K
|
+139
|
+60%
|
|
|
2047
|
Holloway Wealth Management
Gainesville,
Florida
|
$33K
|
–
|
–
|
–
|
|
|
2048
|
Ironwood Financial
Tucson,
Arizona
|
$33K
|
–
|
–
|
–
|
|
|
2049
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$32K
|
–
|
–
|
–
|
|
|
2050
|
Daiwa SB Investments
Tokyo,
Japan
|
$32K
|
+$6.37K
|
+70
|
+25%
|
|
