|
2026
|
Disciplined Investments
Tulsa,
Oklahoma
|
$6.61K
|
+$1.3K
|
+13
|
+24%
|
|
|
2027
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$5.35K
|
–
|
–
|
–
|
|
|
2028
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$5.06K
|
–
|
–
|
–
|
|
|
2029
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.86K
|
–
|
–
|
–
|
|
|
2030
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.86K
|
–
|
–
|
–
|
|
|
2031
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4.62K
|
+$4.68K
|
+47
|
New
|
|
|
2032
|
VitalStone Financial
Shavano Park,
Texas
|
$4K
|
-$37.9K
|
-380
|
-90%
|
|
|
2033
|
Front Row Advisors
Tiburon,
California
|
$4K
|
–
|
–
|
–
|
|
|
2034
|
PayPay Securities
Tokyo,
Japan
|
$3.99K
|
-$2.69K
|
-27
|
-40%
|
|
|
2035
|
Buck Wealth Strategies
Denver,
Colorado
|
$3.62K
|
+$3.69K
|
+37
|
New
|
|
|
2036
|
Credential Qtrade Securities
Vancouver,
|
$3.11K
|
+$3.19K
|
+32
|
New
|
|
|
2037
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.72K
|
+$199
|
+2
|
+8%
|
|
|
2038
|
Activest Wealth Management
Aventure,
Florida
|
$2.66K
|
+$2.79K
|
+28
|
New
|
|
|
2039
|
WestEnd Advisors
Charlotte,
North Carolina
|
$2.14K
|
-$1.79K
|
-18
|
Closed
|
|
|
2040
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.04K
|
-$26.1K
|
-262
|
-93%
|
|
|
2041
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.85K
|
-$1.59K
|
-16
|
-46%
|
|
|
2042
|
New Millennium Group
Sandy,
Utah
|
$1.65K
|
-$1.4K
|
-14
|
-45%
|
|
|
2043
|
Tucker Asset Management
Littleton,
Colorado
|
$1.17K
|
-$4.98K
|
-50
|
-81%
|
|
|
2044
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$973
|
+$997
|
+10
|
New
|
|
|
2045
|
Abound Wealth Management
Franklin,
Tennessee
|
$601
|
+$299
|
+3
|
+100%
|
|
|
2046
|
Clean Yield Group
Norwich,
Vermont
|
$97
|
-$29.9K
|
-300
|
-100%
|
|
|
2047
|
TFO Wealth Partners
Maumee,
Ohio
|
$97
|
-$18.3K
|
-184
|
-99%
|
|
|
2048
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$20.2M
|
-200,000
|
Closed
|
|
|
2049
|
Investure LLC
Charlottesville,
Virginia
|
–
|
-$15.2M
|
-150,507
|
Closed
|
|
|
2050
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$14.7M
|
-145,000
|
Closed
|
|
