|
2026
|
McLean Asset Management
Tysons,
Virginia
|
$237K
|
-$7.52K
|
-25
|
-3%
|
|
|
2027
|
Trilogy Capital
Irvine,
California
|
$237K
|
+$18.4K
|
+61
|
+8%
|
|
|
2028
|
Novem Group
Rochester,
New York
|
$236K
|
-$78K
|
-259
|
-24%
|
|
|
2029
|
Harris Associates
Chicago,
Illinois
|
$236K
|
-$241K
|
-800
|
-50%
|
|
|
2030
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$236K
|
-$7.52K
|
-25
|
-3%
|
|
|
2031
|
Argyle Capital Partners
Los Angeles,
California
|
$236K
|
–
|
–
|
–
|
|
|
2032
|
Peak Asset Management
Louisville,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
2033
|
Advisors Preferred
Rockville,
Maryland
|
$236K
|
-$119K
|
-396
|
-33%
|
|
|
2034
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$235K
|
–
|
–
|
–
|
|
|
2035
|
USA Financial Formulas
Ada,
Michigan
|
$235K
|
-$17.8K
|
-59
|
-7%
|
|
|
2036
|
Allied Investment Advisors
Billings,
Montana
|
$235K
|
–
|
–
|
–
|
|
|
2037
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
2038
|
Snider Financial Group
Bellevue,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
2039
|
Claro Advisors
Boston,
Massachusetts
|
$233K
|
-$11.1K
|
-37
|
-4%
|
|
|
2040
|
Stonebrook Private
Northville,
Michigan
|
$232K
|
+$14.1K
|
+47
|
+6%
|
|
|
2041
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$232K
|
–
|
–
|
–
|
|
|
2042
|
Weatherly Asset Management
Del Mar,
California
|
$232K
|
–
|
–
|
–
|
|
|
2043
|
MRA Advisory Group
Parsippany,
New Jersey
|
$232K
|
+$1.2K
|
+4
|
+0.5%
|
|
|
2044
|
Successful Portfolios
Clearwater,
Florida
|
$232K
|
-$49.1K
|
-163
|
-17%
|
|
|
2045
|
Apeiron RIA
Dallas,
Texas
|
$232K
|
-$371K
|
-1,233
|
-60%
|
|
|
2046
|
Sage Rhino Capital
Menlo Park,
California
|
$232K
|
-$1.2K
|
-4
|
-0.5%
|
|
|
2047
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$232K
|
-$602
|
-2
|
-0.2%
|
|
|
2048
|
Rexford Capital
Bellaire,
Texas
|
$232K
|
-$12K
|
-40
|
-5%
|
|
|
2049
|
Peterson Wealth Services
South Ogden,
Utah
|
$231K
|
-$234K
|
-777
|
-99%
|
|
|
2050
|
FJ Capital Management
Mclean,
Virginia
|
$231K
|
+$237K
|
+787
|
New
|
|
