|
2026
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$569K
|
–
|
–
|
–
|
|
|
2027
|
Doheny Asset Management
Los Angeles,
California
|
$568K
|
–
|
–
|
–
|
|
|
2028
|
Realta Investment Advisors
Wilmington,
Delaware
|
$567K
|
+$297K
|
+1,335
|
+110%
|
|
|
2029
|
Convergence Financial
Columbia,
Missouri
|
$566K
|
+$251K
|
+1,128
|
+78%
|
|
|
2030
|
Fenimore Asset Management
Cobleskill,
New York
|
$566K
|
–
|
–
|
–
|
|
|
2031
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$564K
|
-$20.7K
|
-93
|
-3%
|
|
|
2032
|
Northstar Advisory Group
Northfield,
New Jersey
|
$561K
|
-$43.4K
|
-195
|
-7%
|
|
|
2033
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$561K
|
+$57.5K
|
+258
|
+11%
|
|
|
2034
|
Ashton Thomas Securities
Rochester,
New York
|
$560K
|
+$268K
|
+1,202
|
+90%
|
|
|
2035
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$558K
|
+$26.1K
|
+117
|
+5%
|
|
|
2036
|
Horizon Wealth Management
La Grange,
Illinois
|
$555K
|
+$48.3K
|
+217
|
+9%
|
|
|
2037
|
Penbrook Management
New York
|
$555K
|
-$22.3K
|
-100
|
-4%
|
|
|
2038
|
Integrity Financial
Cheyenne,
Wyoming
|
$555K
|
+$77.7K
|
+349
|
+16%
|
|
|
2039
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$554K
|
+$159K
|
+714
|
+39%
|
|
|
2040
|
Signal Advisors Wealth
Detroit,
Michigan
|
$554K
|
+$29.4K
|
+132
|
+6%
|
|
|
2041
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$551K
|
-$1.11K
|
-5
|
-0.2%
|
|
|
2042
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$551K
|
+$18.3K
|
+82
|
+3%
|
|
|
2043
|
KFA Private Wealth Group
Tysons,
Virginia
|
$550K
|
+$108K
|
+486
|
+24%
|
|
|
2044
|
Ballast Advisors
Woodbury,
Minnesota
|
$550K
|
-$3.56K
|
-16
|
-0.6%
|
|
|
2045
|
Fairview Capital Investment Management
Greenbrae,
California
|
$549K
|
+$111K
|
+500
|
+25%
|
|
|
2046
|
Weaver Consulting Group
Huntington Beach,
California
|
$549K
|
–
|
–
|
–
|
|
|
2047
|
Fidelity International
Hamilton,
Bermuda
|
$548K
|
+$40.1K
|
+180
|
+8%
|
|
|
2048
|
Crestline Management
Fort Worth,
Texas
|
$548K
|
-$661K
|
-2,969
|
-54%
|
|
|
2049
|
United Asset Strategies
Garden City,
New York
|
$547K
|
+$445
|
+2
|
+0.1%
|
|
|
2050
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$546K
|
+$14.5K
|
+65
|
+3%
|
|
