|
2026
|
Pin Oak Investment Advisors
Houston,
Texas
|
$505K
|
+$8.45K
|
+173
|
+2%
|
|
|
2027
|
|
$504K
|
+$96.5K
|
+1,976
|
+24%
|
|
|
2028
|
Dock Street Asset Management
Palm Beach,
Florida
|
$504K
|
+$175K
|
+3,578
|
+55%
|
|
|
2029
|
Capital City Trust
Tallahassee,
Florida
|
$503K
|
-$500K
|
-10,244
|
-50%
|
|
|
2030
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$503K
|
-$31.7K
|
-650
|
-6%
|
|
|
2031
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$501K
|
–
|
–
|
–
|
|
|
2032
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$499K
|
–
|
–
|
–
|
|
|
2033
|
Nexpoint Asset Management
Dallas,
Texas
|
$498K
|
-$488K
|
-10,000
|
-50%
|
|
|
2034
|
Jupiter Wealth Management
Glendale,
Colorado
|
$498K
|
-$249K
|
-5,100
|
-34%
|
|
|
2035
|
Amia Capital
London,
United Kingdom
|
$498K
|
+$488K
|
+10,000
|
New
|
|
|
2036
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$497K
|
-$38.7K
|
-792
|
-7%
|
|
|
2037
|
BOK Financial Private Wealth
Denver,
Colorado
|
$494K
|
+$95.4K
|
+1,953
|
+25%
|
|
|
2038
|
BHK Investment Advisors
Birmingham,
Alabama
|
$491K
|
-$20.2K
|
-413
|
-4%
|
|
|
2039
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$489K
|
+$104K
|
+2,130
|
+28%
|
|
|
2040
|
TriaGen Wealth Management
Calabasas,
California
|
$489K
|
+$479K
|
+9,806
|
New
|
|
|
2041
|
Summit Trail Advisors
New York
|
$488K
|
-$489K
|
-10,022
|
-51%
|
|
|
2042
|
Adero Partners
Pleasanton,
California
|
$488K
|
-$26.3K
|
-538
|
-5%
|
|
|
2043
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$488K
|
+$50.6K
|
+1,037
|
+12%
|
|
|
2044
|
Callan Capital
La Jolla,
California
|
$487K
|
–
|
–
|
–
|
|
|
2045
|
Act Wealth Management
Plano,
Texas
|
$487K
|
+$477K
|
+9,770
|
New
|
|
|
2046
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$486K
|
-$65.9K
|
-1,350
|
-12%
|
|
|
2047
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$485K
|
-$2.59M
|
-52,981
|
-84%
|
|
|
2048
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$485K
|
-$112K
|
-2,302
|
-19%
|
|
|
2049
|
Hammer Asset Management
Auburn,
California
|
$485K
|
-$82.9K
|
-1,698
|
-15%
|
|
|
2050
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$485K
|
-$9.77K
|
-200
|
-2%
|
|
