|
2026
|
SSI Investment Management
Los Angeles,
California
|
$409K
|
-$367
|
-17
|
-0.1%
|
|
|
2027
|
Bailard
Foster City,
California
|
$408K
|
-$56.2K
|
-2,608
|
-12%
|
|
|
2028
|
Emerald Advisors
Bellevue,
Washington
|
$408K
|
-$17K
|
-789
|
-4%
|
|
|
2029
|
PDS Planning
Dublin,
Ohio
|
$408K
|
-$9.73K
|
-451
|
-2%
|
|
|
2030
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$407K
|
–
|
–
|
–
|
|
|
2031
|
SWMG LLC
Fort Worth,
Texas
|
$407K
|
+$406K
|
+18,817
|
New
|
|
|
2032
|
RMR Wealth Builders
Montclair,
New Jersey
|
$405K
|
-$1.82M
|
-84,589
|
-82%
|
|
|
2033
|
GM Advisory Group
Melville,
New York
|
$405K
|
-$55.7K
|
-2,581
|
-12%
|
|
|
2034
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
2035
|
Sandhill Capital Partners
Buffalo,
New York
|
$404K
|
-$13K
|
-603
|
-3%
|
|
|
2036
|
Professional Financial Advisors
North Platte,
Nebraska
|
$404K
|
+$2.01K
|
+93
|
+0.5%
|
|
|
2037
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$404K
|
+$93.9K
|
+4,356
|
+31%
|
|
|
2038
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$403K
|
-$192K
|
-8,924
|
-32%
|
|
|
2039
|
Access Financial Services
Minneapolis,
Minnesota
|
$402K
|
+$36.6K
|
+1,699
|
+10%
|
|
|
2040
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$401K
|
-$44.8K
|
-2,079
|
-10%
|
|
|
2041
|
Hills Bank & Trust
North Liberty,
Iowa
|
$401K
|
+$6.34K
|
+294
|
+2%
|
|
|
2042
|
Telos Capital Management
San Diego,
California
|
$401K
|
+$97.5K
|
+4,519
|
+32%
|
|
|
2043
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$401K
|
+$398K
|
+18,474
|
New
|
|
|
2044
|
Gryphon Financial Partners
Columbus,
Ohio
|
$400K
|
-$96.3K
|
-4,465
|
-20%
|
|
|
2045
|
Aspiriant LLC
Los Angeles,
California
|
$400K
|
-$73.7K
|
-3,416
|
-16%
|
|
|
2046
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$399K
|
-$474K
|
-21,961
|
-54%
|
|
|
2047
|
Magnetar Financial
Evanston,
Illinois
|
$398K
|
-$1.79M
|
-83,050
|
-82%
|
|
|
2048
|
Hendershot Investments
Centreville,
Virginia
|
$398K
|
+$82.2K
|
+3,813
|
+26%
|
|
|
2049
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$398K
|
+$395K
|
+18,312
|
New
|
|
|
2050
|
Powell Investment Advisors
Miami,
Florida
|
$396K
|
-$6.19K
|
-287
|
-2%
|
|
