|
2026
|
Huber Capital Management
El Segundo,
California
|
$410K
|
–
|
–
|
–
|
|
|
2027
|
MONECO Advisors
Fairfield,
Connecticut
|
$410K
|
+$22.8K
|
+396
|
+6%
|
|
|
2028
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$409K
|
-$153K
|
-2,655
|
-28%
|
|
|
2029
|
Grandfield & Dodd
New York
|
$408K
|
–
|
–
|
–
|
|
|
2030
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$408K
|
+$3.63K
|
+63
|
+0.9%
|
|
|
2031
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$407K
|
+$7.43K
|
+129
|
+2%
|
|
|
2032
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$406K
|
-$4.43K
|
-77
|
-1%
|
|
|
2033
|
AtlasMark Financial
Austin,
Texas
|
$405K
|
+$386K
|
+6,710
|
New
|
|
|
2034
|
Peregrine Asset Advisers
Portland,
Oregon
|
$405K
|
-$4.65M
|
-80,705
|
-92%
|
|
|
2035
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$404K
|
+$26.7K
|
+463
|
+7%
|
|
|
2036
|
Rafferty Asset Management
New York
|
$404K
|
+$28.6K
|
+496
|
+8%
|
|
|
2037
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$404K
|
+$385K
|
+6,688
|
New
|
|
|
2038
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$403K
|
-$11.5K
|
-200
|
-3%
|
|
|
2039
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$403K
|
–
|
–
|
–
|
|
|
2040
|
Keel Point
Huntsville,
Alabama
|
$403K
|
+$4.26K
|
+74
|
+1%
|
|
|
2041
|
Financial Engines Advisors
Santa Clara,
California
|
$403K
|
+$385K
|
+6,681
|
New
|
|
|
2042
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$402K
|
+$384K
|
+6,661
|
New
|
|
|
2043
|
Cooper Financial Group
Irvine,
California
|
$401K
|
-$13.4K
|
-233
|
-3%
|
|
|
2044
|
Aries Wealth Management
Portland,
Maine
|
$400K
|
+$6.91K
|
+120
|
+2%
|
|
|
2045
|
Alethea Capital Management
Mercer Island,
Washington
|
$400K
|
+$17.3K
|
+300
|
+5%
|
|
|
2046
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$397K
|
+$93.9K
|
+1,631
|
+33%
|
|
|
2047
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$396K
|
+$376K
|
+6,537
|
New
|
|
|
2048
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$395K
|
+$17.9K
|
+310
|
+5%
|
|
|
2049
|
|
$394K
|
–
|
–
|
–
|
|
|
2050
|
Verus Financial Partners
Richmond,
Virginia
|
$393K
|
-$6.68K
|
-116
|
-2%
|
|
