|
2026
|
Matrix Trust Company
Denver,
Colorado
|
$832K
|
+$430K
|
+2,819
|
+95%
|
|
|
2027
|
Sterneck Capital Management
Kansas City,
Missouri
|
$831K
|
+$15.6K
|
+102
|
+2%
|
|
|
2028
|
MONECO Advisors
Fairfield,
Connecticut
|
$830K
|
-$2.44K
|
-16
|
-0.3%
|
|
|
2029
|
UBP Investment Advisors
Geneva,
Switzerland
|
$830K
|
–
|
–
|
–
|
|
|
2030
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$829K
|
-$20.3K
|
-133
|
-2%
|
|
|
2031
|
WorthPointe
La Jolla,
California
|
$828K
|
+$153
|
+1
|
+0%
|
|
|
2032
|
Greenline Partners
New York
|
$827K
|
–
|
–
|
–
|
|
|
2033
|
Ignite Planners
San Clemente,
California
|
$824K
|
+$61.5K
|
+403
|
+8%
|
|
|
2034
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$822K
|
–
|
–
|
–
|
|
|
2035
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$817K
|
-$67.7K
|
-444
|
-7%
|
|
|
2036
|
D'Orazio & Associates
Falls Church,
Virginia
|
$817K
|
+$58.4K
|
+383
|
+7%
|
|
|
2037
|
Hodges Capital Management
Dallas,
Texas
|
$816K
|
-$237K
|
-1,551
|
-21%
|
|
|
2038
|
AlphaCore Capital
La Jolla,
California
|
$816K
|
+$158K
|
+1,039
|
+22%
|
|
|
2039
|
Next Level Private
Harrison,
New York
|
$816K
|
+$346K
|
+2,269
|
+79%
|
|
|
2040
|
McGowan Group Asset Management
Dallas,
Texas
|
$814K
|
+$36.6K
|
+240
|
+4%
|
|
|
2041
|
First Business Financial Services
Madison,
Wisconsin
|
$814K
|
+$142K
|
+931
|
+20%
|
|
|
2042
|
Fermata Advisors
Sonoma,
California
|
$812K
|
-$151K
|
-990
|
-15%
|
|
|
2043
|
Integral Investment Advisors
Turlock,
California
|
$812K
|
-$109K
|
-716
|
-11%
|
|
|
2044
|
Bray Capital Advisors
Naples,
Florida
|
$808K
|
-$14.6K
|
-96
|
-2%
|
|
|
2045
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$807K
|
-$19.7K
|
-129
|
-2%
|
|
|
2046
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$806K
|
-$31.6K
|
-207
|
-4%
|
|
|
2047
|
626 Financial
Portage,
Michigan
|
$803K
|
+$16.2K
|
+106
|
+2%
|
|
|
2048
|
Abacus Planning Group
Columbia,
South Carolina
|
$801K
|
+$18.3K
|
+120
|
+2%
|
|
|
2049
|
H.L. Ormond & Company
Greenville,
North Carolina
|
$801K
|
+$105K
|
+686
|
+14%
|
|
|
2050
|
NCM Capital Management
Ramsey,
New Jersey
|
$798K
|
+$305
|
+2
|
+0%
|
|
