|
2026
|
Tradition Wealth Management
Edina,
Minnesota
|
$477K
|
+$2.28K
|
+48
|
+0.5%
|
|
|
2027
|
|
$476K
|
-$22.5K
|
-474
|
-4%
|
|
|
2028
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$475K
|
+$476K
|
+10,026
|
New
|
|
|
2029
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$474K
|
–
|
–
|
–
|
|
|
2030
|
GeoWealth Management
Chicago,
Illinois
|
$474K
|
-$199K
|
-4,188
|
-29%
|
|
|
2031
|
Iowa State Bank
Urbandale,
Iowa
|
$473K
|
+$75.7K
|
+1,593
|
+19%
|
|
|
2032
|
Ironwood Financial
Tucson,
Arizona
|
$473K
|
–
|
–
|
–
|
|
|
2033
|
Oxford Financial Group
Carmel,
Indiana
|
$472K
|
+$47.9K
|
+1,008
|
+11%
|
|
|
2034
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$471K
|
-$34.3K
|
-723
|
-7%
|
|
|
2035
|
River Street Advisors
Aurora,
Illinois
|
$471K
|
+$473K
|
+9,960
|
New
|
|
|
2036
|
Safeguard Investment Advisory Group
Corona,
California
|
$469K
|
-$22.1K
|
-465
|
-4%
|
|
|
2037
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$468K
|
+$470K
|
+9,906
|
New
|
|
|
2038
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$467K
|
+$9.4K
|
+198
|
+2%
|
|
|
2039
|
MBL Wealth
Charlotte,
North Carolina
|
$467K
|
-$33.9K
|
-714
|
-7%
|
|
|
2040
|
Aire Advisors
Beverly Hills,
California
|
$466K
|
-$62.7K
|
-1,320
|
-12%
|
|
|
2041
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$466K
|
-$4.27K
|
-90
|
-0.9%
|
|
|
2042
|
Farther Finance Advisors
San Francisco,
California
|
$465K
|
+$467K
|
+9,837
|
New
|
|
|
2043
|
Global Assets Advisory
Orlando,
Florida
|
$465K
|
-$27.9K
|
-588
|
-6%
|
|
|
2044
|
Sepio Capital
Salt Lake City,
Utah
|
$463K
|
+$2.85K
|
+60
|
+0.6%
|
|
|
2045
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$462K
|
-$7.14M
|
-150,261
|
-94%
|
|
|
2046
|
Integral Investment Advisors
Turlock,
California
|
$462K
|
-$99.7K
|
-2,100
|
-18%
|
|
|
2047
|
DGS Capital Management
Jersey City,
New Jersey
|
$461K
|
+$26.8K
|
+564
|
+6%
|
|
|
2048
|
Private Wealth Advisors (California)
Fresno,
California
|
$461K
|
-$855
|
-18
|
-0.2%
|
|
|
2049
|
North Star Asset Management
Neenah,
Wisconsin
|
$461K
|
+$75.9K
|
+1,599
|
+20%
|
|
|
2050
|
TFC Financial Management
Boston,
Massachusetts
|
$460K
|
-$1.71K
|
-36
|
-0.4%
|
|
