|
2026
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.17K
|
–
|
–
|
–
|
|
|
2027
|
True Wealth Design
Akron,
Ohio
|
$2.17K
|
–
|
–
|
–
|
|
|
2028
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.74K
|
+$1.73K
|
+5
|
New
|
|
|
2029
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.45K
|
+$1.38K
|
+4
|
New
|
|
|
2030
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.45K
|
-$690
|
-2
|
-33%
|
|
|
2031
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.45K
|
–
|
–
|
–
|
|
|
2032
|
J. Safra Asset Management
New York
|
$1.44K
|
+$1.38K
|
+4
|
New
|
|
|
2033
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.08K
|
–
|
–
|
–
|
|
|
2034
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$723
|
-$12.4K
|
-36
|
-95%
|
|
|
2035
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$723
|
–
|
–
|
–
|
|
|
2036
|
JDM Financial Group
Austin,
Texas
|
$723
|
+$690
|
+2
|
New
|
|
|
2037
|
Mendota Financial Group
Madison,
Wisconsin
|
$362
|
+$345
|
+1
|
New
|
|
|
2038
|
West Branch Capital
Amherst,
Massachusetts
|
$362
|
+$345
|
+1
|
New
|
|
|
2039
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$16
|
–
|
–
|
–
|
|
|
2040
|
Sofinnova Investments
Menlo Park,
California
|
–
|
-$65.7M
|
-193,084
|
Closed
|
|
|
2041
|
APG Asset Management US
New York
|
–
|
-$33.8M
|
-100,591
|
Closed
|
|
|
2042
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$14.8M
|
-43,384
|
Closed
|
|
|
2043
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$11.5M
|
-33,870
|
Closed
|
|
|
2044
|
Ninety One North America
New York
|
–
|
-$6.39M
|
-18,769
|
Closed
|
|
|
2045
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
–
|
-$4.04M
|
-11,865
|
Closed
|
|
|
2046
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$3.37M
|
-9,886
|
Closed
|
|
|
2047
|
Waycross Partners
Louisville,
Kentucky
|
–
|
-$2.38M
|
-7,000
|
Closed
|
|
|
2048
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$2.04M
|
-5,988
|
Closed
|
|
|
2049
|
Qsemble Capital Management
New York
|
–
|
-$1.36M
|
-4,006
|
Closed
|
|
|
2050
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$1.34M
|
-3,934
|
Closed
|
|
