|
2026
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$627K
|
+$684K
|
+5,699
|
New
|
|
|
2027
|
Liberty Capital Management
Birmingham,
Michigan
|
$626K
|
-$3K
|
-25
|
-0.4%
|
|
|
2028
|
ETF Managers Group
Summit,
New Jersey
|
$624K
|
+$652K
|
+5,429
|
New
|
|
|
2029
|
Demars Financial Group
Spokane Valley,
Washington
|
$623K
|
+$25.2K
|
+210
|
+4%
|
|
|
2030
|
REDW Wealth
Albuquerque,
New Mexico
|
$622K
|
+$7.2K
|
+60
|
+1%
|
|
|
2031
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$621K
|
+$360
|
+3
|
+0.1%
|
|
|
2032
|
|
$621K
|
+$677K
|
+5,641
|
New
|
|
|
2033
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$620K
|
–
|
–
|
–
|
|
|
2034
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$620K
|
–
|
–
|
–
|
|
|
2035
|
Global Financial Private Client
Sarasota,
Florida
|
$620K
|
+$229K
|
+1,909
|
+51%
|
|
|
2036
|
Versant Capital Management
Phoenix,
Arizona
|
$619K
|
+$38.6K
|
+322
|
+6%
|
|
|
2037
|
Greytown Advisors
Miami,
Florida
|
$612K
|
-$305K
|
-2,539
|
-31%
|
|
|
2038
|
Covenant Partners
Nashville,
Tennessee
|
$612K
|
+$220K
|
+1,832
|
+49%
|
|
|
2039
|
Coatue Management
New York
|
$611K
|
-$596K
|
-4,964
|
-47%
|
|
|
2040
|
Cadinha & Co
Honolulu,
Hawaii
|
$608K
|
-$242K
|
-2,013
|
-27%
|
|
|
2041
|
Corundum Group
Colorado Springs,
Colorado
|
$607K
|
-$16K
|
-133
|
-2%
|
|
|
2042
|
Chilton Investment Company
Stamford,
Connecticut
|
$602K
|
+$123K
|
+1,026
|
+23%
|
|
|
2043
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$599K
|
–
|
–
|
–
|
|
|
2044
|
Quantbot Technologies
New York
|
$598K
|
-$10.9M
|
-90,449
|
-94%
|
|
|
2045
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$596K
|
-$184K
|
-1,533
|
-22%
|
|
|
2046
|
Heron Financial Group
New York
|
$596K
|
–
|
–
|
–
|
|
|
2047
|
McRae Capital Management
Morristown,
New Jersey
|
$596K
|
+$12K
|
+100
|
+2%
|
|
|
2048
|
Financial Advisors Network
Tustin,
California
|
$595K
|
-$529K
|
-4,405
|
-45%
|
|
|
2049
|
IRON Financial
Northbrook,
Illinois
|
$595K
|
-$14.6K
|
-122
|
-2%
|
|
|
2050
|
Ruane, Cunniff & Goldfarb
New York
|
$594K
|
-$144K
|
-1,203
|
-18%
|
|
