|
2026
|
Boltwood Capital Management
Walnut Creek,
California
|
$871K
|
+$9.11K
|
+20
|
+1%
|
|
|
2027
|
Nippon Life Global Investors Americas
New York
|
$869K
|
+$278K
|
+610
|
+45%
|
|
|
2028
|
GFG Capital
Miami,
Florida
|
$868K
|
-$7.74K
|
-17
|
-0.9%
|
|
|
2029
|
BSW Wealth Partners
Boulder,
Colorado
|
$868K
|
+$37.4K
|
+82
|
+4%
|
|
|
2030
|
Trek Financial
Scottsdale,
Arizona
|
$865K
|
+$11.4K
|
+25
|
+1%
|
|
|
2031
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$864K
|
–
|
–
|
–
|
|
|
2032
|
Silver Oak Securities
Jackson,
Tennessee
|
$863K
|
-$40.1K
|
-88
|
-4%
|
|
|
2033
|
Demars Financial Group
Spokane Valley,
Washington
|
$863K
|
-$18.7K
|
-41
|
-2%
|
|
|
2034
|
IMA Advisory Services
Denver,
Colorado
|
$863K
|
+$233K
|
+511
|
+35%
|
|
|
2035
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$861K
|
+$64.2K
|
+141
|
+8%
|
|
|
2036
|
Texas Capital Bancshares
Dallas,
Texas
|
$861K
|
-$911
|
-2
|
-0.1%
|
|
|
2037
|
Morningstar Investment Management
Chicago,
Illinois
|
$861K
|
–
|
–
|
–
|
|
|
2038
|
Harper Investing
Santa Clara,
California
|
$861K
|
+$524K
|
+1,151
|
+144%
|
|
|
2039
|
Adero Partners
Pleasanton,
California
|
$859K
|
-$77K
|
-169
|
-8%
|
|
|
2040
|
MWA Asset Management
Lexington,
Massachusetts
|
$856K
|
+$4.55K
|
+10
|
+0.5%
|
|
|
2041
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$856K
|
-$9.44M
|
-20,716
|
-91%
|
|
|
2042
|
Waterfront Wealth
Overland Park,
Kansas
|
$855K
|
-$23.2K
|
-51
|
-3%
|
|
|
2043
|
First Trust Investment Solutions
Naples,
Florida
|
$853K
|
+$118K
|
+260
|
+16%
|
|
|
2044
|
Bigelow Investment Advisors
Portland,
Maine
|
$851K
|
-$17.3K
|
-38
|
-2%
|
|
|
2045
|
Aviso Wealth Management
Bellevue,
Washington
|
$849K
|
+$11.8K
|
+26
|
+1%
|
|
|
2046
|
Essex LLC
Deer Park,
Illinois
|
$849K
|
-$23.2K
|
-51
|
-3%
|
|
|
2047
|
Naples Global Advisors
Naples,
Florida
|
$846K
|
-$20K
|
-44
|
-2%
|
|
|
2048
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$846K
|
-$2.28K
|
-5
|
-0.3%
|
|
|
2049
|
Five Oceans Advisors
Santa Monica,
California
|
$845K
|
-$91.1K
|
-200
|
-9%
|
|
|
2050
|
Mission Creek Capital Partners
San Francisco,
California
|
$845K
|
+$137K
|
+301
|
+19%
|
|
