|
2026
|
CCG Wealth Management
San Diego,
California
|
$772K
|
-$132K
|
-357
|
-16%
|
|
|
2027
|
JSF Financial
Los Angeles,
California
|
$771K
|
-$5.93K
|
-16
|
-0.9%
|
|
|
2028
|
KEB Asset Management
Springfield,
Illinois
|
$769K
|
–
|
–
|
–
|
|
|
2029
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$768K
|
-$210M
|
-567,745
|
-100%
|
|
|
2030
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$768K
|
-$63K
|
-170
|
-8%
|
|
|
2031
|
First American Trust
Santa Ana,
California
|
$767K
|
-$31.5K
|
-85
|
-4%
|
|
|
2032
|
First Growth Capital
Pikesville,
Maryland
|
$761K
|
-$63.4K
|
-171
|
-9%
|
|
|
2033
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$761K
|
–
|
–
|
–
|
|
|
2034
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$758K
|
+$676K
|
+1,824
|
New
|
|
|
2035
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$757K
|
-$4.45K
|
-12
|
-0.7%
|
|
|
2036
|
Presidio Capital Management
San Diego,
California
|
$757K
|
+$371
|
+1
|
+0.1%
|
|
|
2037
|
Summitry LLC
Foster City,
California
|
$757K
|
+$164K
|
+442
|
+32%
|
|
|
2038
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$756K
|
-$8.9K
|
-24
|
-1%
|
|
|
2039
|
Element Wealth
Ridgeland,
Mississippi
|
$755K
|
-$2.96K
|
-8
|
-0.4%
|
|
|
2040
|
Capital Performance Advisors
Walnut Creek,
California
|
$754K
|
-$446K
|
-1,204
|
-40%
|
|
|
2041
|
Intrua Financial
Houston,
Texas
|
$753K
|
+$51.1K
|
+138
|
+8%
|
|
|
2042
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$752K
|
+$51.5K
|
+139
|
+8%
|
|
|
2043
|
Enclave Advisors
Austin,
Texas
|
$750K
|
-$460K
|
-1,242
|
-41%
|
|
|
2044
|
Woodward Diversified Capital
Bakersfield,
California
|
$749K
|
+$30.8K
|
+83
|
+5%
|
|
|
2045
|
Tompkins Financial
Ithaca,
New York
|
$745K
|
+$185K
|
+500
|
+39%
|
|
|
2046
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$745K
|
+$177K
|
+478
|
+36%
|
|
|
2047
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$744K
|
+$3.71K
|
+10
|
+0.6%
|
|
|
2048
|
Weinberger Asset Management
Los Angeles,
California
|
$742K
|
-$23.7K
|
-64
|
-3%
|
|
|
2049
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$742K
|
+$60.8K
|
+164
|
+10%
|
|
|
2050
|
Wealth Management Partners
Tucson,
Arizona
|
$741K
|
-$5.56K
|
-15
|
-0.8%
|
|
