|
2026
|
Index Fund Advisors
Irvine,
California
|
$2.91M
|
+$1.32M
|
+3,818
|
+81%
|
|
|
2027
|
Ballast Advisors
Woodbury,
Minnesota
|
$2.9M
|
-$18.3K
|
-53
|
-0.6%
|
|
|
2028
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.9M
|
-$587K
|
-1,697
|
-17%
|
|
|
2029
|
Kestra Investment Management
Austin,
Texas
|
$2.89M
|
+$364K
|
+1,053
|
+14%
|
|
|
2030
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.89M
|
+$219K
|
+633
|
+8%
|
|
|
2031
|
Dudley Capital Management
Middleburg,
Virginia
|
$2.88M
|
–
|
–
|
–
|
|
|
2032
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.87M
|
+$291K
|
+841
|
+11%
|
|
|
2033
|
|
$2.87M
|
-$3.46K
|
-10
|
-0.1%
|
|
|
2034
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2.87M
|
-$309K
|
-893
|
-10%
|
|
|
2035
|
Romano Brothers & Co
Evanston,
Illinois
|
$2.86M
|
-$69.2K
|
-200
|
-2%
|
|
|
2036
|
Hutchinson Financial Advisors
Glen Allen,
Virginia
|
$2.86M
|
+$127K
|
+367
|
+5%
|
|
|
2037
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.86M
|
-$2.08K
|
-6
|
-0.1%
|
|
|
2038
|
|
$2.86M
|
-$586M
|
-1,693,372
|
-100%
|
|
|
2039
|
Stance Capital
Boston,
Massachusetts
|
$2.85M
|
+$1.31M
|
+3,772
|
+82%
|
|
|
2040
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.85M
|
+$36K
|
+104
|
+1%
|
|
|
2041
|
SkyOak Wealth
Southfield,
Michigan
|
$2.85M
|
-$24.9K
|
-72
|
-0.9%
|
|
|
2042
|
Meridian Financial Partners
Warrenton,
Virginia
|
$2.85M
|
+$33.6K
|
+97
|
+1%
|
|
|
2043
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.85M
|
-$3.08M
|
-8,897
|
-52%
|
|
|
2044
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.85M
|
-$63K
|
-182
|
-2%
|
|
|
2045
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$2.84M
|
+$83.4K
|
+241
|
+3%
|
|
|
2046
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.84M
|
+$15.6K
|
+45
|
+0.5%
|
|
|
2047
|
Argus Investors Counsel
New York
|
$2.84M
|
-$474K
|
-1,370
|
-14%
|
|
|
2048
|
Systematic Financial Management
Teaneck,
New Jersey
|
$2.83M
|
–
|
–
|
–
|
|
|
2049
|
Cox Capital Management
Andover,
Massachusetts
|
$2.81M
|
-$2.5M
|
-7,222
|
-47%
|
|
|
2050
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$2.8M
|
+$1.07M
|
+3,103
|
+61%
|
|
