|
2026
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$104K
|
-$3.1K
|
-34
|
-3%
|
|
|
2027
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$101K
|
–
|
–
|
–
|
|
|
2028
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
2029
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$100K
|
-$41.9K
|
-459
|
-28%
|
|
|
2030
|
Oslo Pensjonsforsikring
Oslo,
|
$99.2K
|
–
|
–
|
–
|
|
|
2031
|
Hughes Financial Services
Herndon,
Virginia
|
$97.6K
|
-$2.01K
|
-22
|
-2%
|
|
|
2032
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$96.8K
|
+$58.9K
|
+645
|
+139%
|
|
|
2033
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$96.5K
|
+$365
|
+4
|
+0.4%
|
|
|
2034
|
Ares Financial Consulting
Calabasas,
California
|
$95.9K
|
+$100K
|
+1,100
|
New
|
|
|
2035
|
Richardson Financial Services
Medway,
Massachusetts
|
$95.6K
|
+$17.4K
|
+191
|
+21%
|
|
|
2036
|
Optima Capital
Beaverton,
Oregon
|
$93.7K
|
+$98.1K
|
+1,075
|
New
|
|
|
2037
|
Bellevue Asset Management
Bellevue,
Washington
|
$93.6K
|
+$548
|
+6
|
+0.6%
|
|
|
2038
|
Vision Financial Markets
Stamford,
Connecticut
|
$93.1K
|
–
|
–
|
–
|
|
|
2039
|
POM Investment Strategies
Raleigh,
North Carolina
|
$92.4K
|
+$96.8K
|
+1,060
|
New
|
|
|
2040
|
Root Financial Partners
Encinitas,
California
|
$91.5K
|
+$6.3K
|
+69
|
+7%
|
|
|
2041
|
Redwood Park Advisors
Redwood City,
California
|
$91.2K
|
+$730
|
+8
|
+0.8%
|
|
|
2042
|
Elyxium Wealth
San Mateo,
California
|
$90.6K
|
+$94.9K
|
+1,039
|
New
|
|
|
2043
|
Tucker Asset Management
Littleton,
Colorado
|
$89.3K
|
+$93.5K
|
+1,024
|
New
|
|
|
2044
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$89.2K
|
-$36.9K
|
-404
|
-28%
|
|
|
2045
|
Dorato Capital Management
Denver,
Colorado
|
$89K
|
+$91.9K
|
+1,007
|
New
|
|
|
2046
|
|
$87.2K
|
–
|
–
|
–
|
|
|
2047
|
Caldwell Sutter Capital
Sausalito,
California
|
$86.7K
|
+$2.28K
|
+25
|
+3%
|
|
|
2048
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$86.3K
|
+$32.7K
|
+358
|
+57%
|
|
|
2049
|
American Capital Advisory
Ketchum,
Idaho
|
$85.1K
|
-$183
|
-2
|
-0.2%
|
|
|
2050
|
GW&K Investment Management
Boston,
Massachusetts
|
$85K
|
-$3.93K
|
-43
|
-4%
|
|
