|
2026
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.15K
|
–
|
–
|
–
|
|
|
2027
|
Caitlin John
Brighton,
Michigan
|
$1.81K
|
–
|
–
|
–
|
|
|
2028
|
IMG Wealth Management
Jacksonville,
Florida
|
$1.78K
|
-$2.43K
|
-7
|
-58%
|
|
|
2029
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$1.78K
|
+$1.74K
|
+5
|
New
|
|
|
2030
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1.78K
|
-$20.5K
|
-59
|
-92%
|
|
|
2031
|
PayPay Securities
Tokyo,
Japan
|
$1.52K
|
-$1.04K
|
-3
|
-43%
|
|
|
2032
|
Aventura Private Wealth
Aventura,
Florida
|
$1.43K
|
–
|
–
|
–
|
|
|
2033
|
Chilton Capital Management
Houston,
Texas
|
$1.43K
|
–
|
–
|
–
|
|
|
2034
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.43K
|
+$347
|
+1
|
+33%
|
|
|
2035
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.08K
|
–
|
–
|
–
|
|
|
2036
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$1.07K
|
+$1.04K
|
+3
|
New
|
|
|
2037
|
Breakwater Investment Management
Seattle,
Washington
|
$713
|
–
|
–
|
–
|
|
|
2038
|
Albion Financial Group
Salt Lake City,
Utah
|
$713
|
+$694
|
+2
|
New
|
|
|
2039
|
Sunrise Financial Services
Burien,
Washington
|
$712
|
–
|
–
|
–
|
|
|
2040
|
Tidemark
San Diego,
California
|
$712
|
+$694
|
+2
|
New
|
|
|
2041
|
Frazier Financial Advisors
Columbus,
Ohio
|
$357
|
-$26.4K
|
-76
|
-99%
|
|
|
2042
|
Redwood Park Advisors
Redwood City,
California
|
$357
|
-$347
|
-1
|
-50%
|
|
|
2043
|
NorthAvenue LLC
Columbus,
Ohio
|
$357
|
–
|
–
|
–
|
|
|
2044
|
3 Factor Indexing
Sacramento,
California
|
$357
|
+$347
|
+1
|
New
|
|
|
2045
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$356
|
–
|
–
|
–
|
|
|
2046
|
RetireMitten Financial
Milford,
Michigan
|
$356
|
+$347
|
+1
|
New
|
|
|
2047
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$18
|
–
|
–
|
–
|
|
|
2048
|
|
–
|
-$859M
|
-2,974,052
|
Closed
|
|
|
2049
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$662K
|
-186,708
|
Closed
|
|
|
2050
|
Wilsey Asset Management
San Diego,
California
|
–
|
-$35.8M
|
-123,808
|
Closed
|
|
