|
2026
|
AllSquare Wealth Management
Albany,
New York
|
$99K
|
+$19.1K
|
+210
|
+24%
|
|
|
2027
|
Cordasco Financial Network
Naples,
Florida
|
$98K
|
-$4.19K
|
-46
|
-4%
|
|
|
2028
|
Lee Financial
Dallas,
Texas
|
$93K
|
–
|
–
|
–
|
|
|
2029
|
Tributary Capital Management
Omaha,
Nebraska
|
$92K
|
+$92.4K
|
+1,015
|
New
|
|
|
2030
|
Smith Affiliated Capital
New York
|
$91K
|
–
|
–
|
–
|
|
|
2031
|
Clear Investment Research
Alpharetta,
Georgia
|
$82K
|
–
|
–
|
–
|
|
|
2032
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$72K
|
+$455
|
+5
|
+0.6%
|
|
|
2033
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$71K
|
–
|
–
|
–
|
|
|
2034
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$69.8K
|
-$18.2K
|
-200
|
-21%
|
|
|
2035
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$69K
|
-$455
|
-5
|
-0.7%
|
|
|
2036
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
2037
|
American Beacon Advisors
Irving,
Texas
|
$67K
|
–
|
–
|
–
|
|
|
2038
|
Lagoda Investment Management
New York
|
$63K
|
–
|
–
|
–
|
|
|
2039
|
Payden & Rygel
Los Angeles,
California
|
$62K
|
-$9.18M
|
-100,836
|
-99%
|
|
|
2040
|
Horrell Capital Management
Little Rock,
Arkansas
|
$61K
|
–
|
–
|
–
|
|
|
2041
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
2042
|
Lenox Wealth Advisors
New York
|
$61K
|
+$1.64K
|
+18
|
+3%
|
|
|
2043
|
Hefty Wealth Partners
Auburn,
Indiana
|
$58K
|
-$688K
|
-7,562
|
-92%
|
|
|
2044
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$57K
|
-$2.19K
|
-24
|
-4%
|
|
|
2045
|
CKW Financial Group
Honolulu,
Hawaii
|
$55K
|
–
|
–
|
–
|
|
|
2046
|
Kemnay Advisory Services
New York
|
$55K
|
–
|
–
|
–
|
|
|
2047
|
WESPAC Advisors SoCal
Pasadena,
California
|
$54K
|
–
|
–
|
–
|
|
|
2048
|
MU Investments Company
Tokyo,
Japan
|
$53K
|
-$12.7K
|
-140
|
-19%
|
|
|
2049
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$49K
|
-$10.5K
|
-115
|
-18%
|
|
|
2050
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$42K
|
+$42.2K
|
+463
|
New
|
|
