|
2026
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$639K
|
+$603K
|
+5,741
|
New
|
|
|
2027
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$639K
|
+$8.93K
|
+85
|
+2%
|
|
|
2028
|
Harvey Investment Company
Louisville,
Kentucky
|
$638K
|
–
|
–
|
–
|
|
|
2029
|
Weil Company
San Diego,
California
|
$636K
|
-$1.39M
|
-13,237
|
-70%
|
|
|
2030
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$636K
|
+$7.88K
|
+75
|
+1%
|
|
|
2031
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$636K
|
–
|
–
|
–
|
|
|
2032
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$636K
|
+$70.3K
|
+669
|
+13%
|
|
|
2033
|
Horizon Kinetics Asset Management
New York
|
$635K
|
+$105
|
+1
|
+0%
|
|
|
2034
|
MGO Private Wealth
Irvine,
California
|
$633K
|
-$65K
|
-619
|
-10%
|
|
|
2035
|
Drive Wealth Management
Lehi,
Utah
|
$632K
|
-$2K
|
-19
|
-0.3%
|
|
|
2036
|
ViaWealth
Leawood,
Kansas
|
$631K
|
-$138K
|
-1,317
|
-19%
|
|
|
2037
|
Bray Capital Advisors
Naples,
Florida
|
$631K
|
-$16.3K
|
-155
|
-3%
|
|
|
2038
|
BTC Capital Management
Des Moines,
Iowa
|
$631K
|
-$355K
|
-3,381
|
-37%
|
|
|
2039
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$630K
|
-$8.51K
|
-81
|
-1%
|
|
|
2040
|
Triumph Capital Management
Denver,
Colorado
|
$630K
|
-$236K
|
-2,246
|
-28%
|
|
|
2041
|
Northwest Bank & Trust
Davenport,
Iowa
|
$629K
|
-$2.73K
|
-26
|
-0.5%
|
|
|
2042
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$628K
|
-$26.7K
|
-254
|
-4%
|
|
|
2043
|
Wellington Shields Capital Management
New York
|
$628K
|
+$210
|
+2
|
+0%
|
|
|
2044
|
TT Capital Management
Coto De Caza,
California
|
$627K
|
+$619K
|
+5,889
|
New
|
|
|
2045
|
Nadler Financial Group
Deerfield,
Illinois
|
$626K
|
-$13.4K
|
-128
|
-2%
|
|
|
2046
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$625K
|
+$589K
|
+5,610
|
New
|
|
|
2047
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$625K
|
+$604K
|
+5,748
|
New
|
|
|
2048
|
LSV Asset Management
Chicago,
Illinois
|
$624K
|
–
|
–
|
–
|
|
|
2049
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$624K
|
+$588K
|
+5,600
|
New
|
|
|
2050
|
Landaas & Company
Milwaukee,
Wisconsin
|
$622K
|
–
|
–
|
–
|
|
