|
2026
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$38.1K
|
+$664
|
+7
|
+2%
|
|
|
2027
|
American Capital Advisory
Ketchum,
Idaho
|
$37.7K
|
–
|
–
|
–
|
|
|
2028
|
Estabrook Capital Management
New York
|
$37.7K
|
–
|
–
|
–
|
|
|
2029
|
Steph & Co
Marinette,
Wisconsin
|
$36.9K
|
+$15.7K
|
+165
|
+75%
|
|
|
2030
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$36.3K
|
–
|
–
|
–
|
|
|
2031
|
Meeder Asset Management
Dublin,
Ohio
|
$35.3K
|
-$64.7K
|
-682
|
-65%
|
|
|
2032
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$35K
|
-$95
|
-1
|
-0.3%
|
|
|
2033
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$34.2K
|
–
|
–
|
–
|
|
|
2034
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$34.1K
|
+$23.7K
|
+250
|
+234%
|
|
|
2035
|
Main Street Group
Glen Allen,
Virginia
|
$33.6K
|
–
|
–
|
–
|
|
|
2036
|
Hoese & Co
Glencoe,
Minnesota
|
$33.6K
|
–
|
–
|
–
|
|
|
2037
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$32.7K
|
–
|
–
|
–
|
|
|
2038
|
Private Wealth Management Group
Princeton,
New Jersey
|
$31.6K
|
–
|
–
|
–
|
|
|
2039
|
Aventus Investment Advisors
Naples,
Florida
|
$31.5K
|
–
|
–
|
–
|
|
|
2040
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$31K
|
+$10.3K
|
+108
|
+50%
|
|
|
2041
|
Binnacle Investments
Urbandale,
Iowa
|
$30.6K
|
–
|
–
|
–
|
|
|
2042
|
Valued Wealth Advisors
Holladay,
Utah
|
$30.1K
|
+$759
|
+8
|
+3%
|
|
|
2043
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.9K
|
+$3.04K
|
+32
|
+11%
|
|
|
2044
|
Arlington Trust
Birmingham,
Alabama
|
$29.7K
|
+$9.49K
|
+100
|
+47%
|
|
|
2045
|
Albion Financial Group
Salt Lake City,
Utah
|
$29.6K
|
–
|
–
|
–
|
|
|
2046
|
Accredited Wealth Management
Louisville,
Kentucky
|
$29.6K
|
+$92.5K
|
+975
|
+315%
|
|
|
2047
|
Battery Global Advisors
Boston,
Massachusetts
|
$28.7K
|
+$95
|
+1
|
+0.3%
|
|
|
2048
|
Ransom Advisory
Providence,
Rhode Island
|
$28.6K
|
–
|
–
|
–
|
|
|
2049
|
Bellevue Asset Management
Bellevue,
Washington
|
$28K
|
+$95
|
+1
|
+0.3%
|
|
|
2050
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$27.6K
|
+$1.42K
|
+15
|
+5%
|
|
