|
2026
|
Morling Financial Advisors
Fremont,
California
|
$7.77K
|
+$7.24K
|
+150
|
New
|
|
|
2027
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$7.55K
|
+$6.95K
|
+144
|
New
|
|
|
2028
|
DecisionPoint Financial
Mesa,
Arizona
|
$7.15K
|
–
|
–
|
–
|
|
|
2029
|
Matthew Hamilton Rosenberg
|
$5.29K
|
+$4.92K
|
+102
|
New
|
|
|
2030
|
M&R Capital Management
Summit,
New Jersey
|
$5.05K
|
–
|
–
|
–
|
|
|
2031
|
PFC Capital Group
Los Angeles,
California
|
$5K
|
+$5.21K
|
+108
|
New
|
|
|
2032
|
PSI Advisors
Tampa,
Florida
|
$4.74K
|
+$290
|
+6
|
+7%
|
|
|
2033
|
Team Financial Group
Temecula,
California
|
$4.7K
|
–
|
–
|
–
|
|
|
2034
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$3.42K
|
+$3.19K
|
+66
|
New
|
|
|
2035
|
Byrne Asset Management
Kingston,
New Jersey
|
$3.12K
|
–
|
–
|
–
|
|
|
2036
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3.11K
|
–
|
–
|
–
|
|
|
2037
|
Russell Investments Group
London,
United Kingdom
|
$2.8K
|
+$2.61K
|
+54
|
New
|
|
|
2038
|
Arlington Trust
Birmingham,
Alabama
|
$2.8K
|
+$2.61K
|
+54
|
New
|
|
|
2039
|
Able Wealth Management
Toms River,
New Jersey
|
$2.63K
|
+$2.32K
|
+48
|
New
|
|
|
2040
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$2.63K
|
–
|
–
|
–
|
|
|
2041
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.18K
|
–
|
–
|
–
|
|
|
2042
|
New Millennium Group
Sandy,
Utah
|
$2.18K
|
–
|
–
|
–
|
|
|
2043
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.55K
|
–
|
–
|
–
|
|
|
2044
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.55K
|
+$579
|
+12
|
+67%
|
|
|
2045
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.24K
|
–
|
–
|
–
|
|
|
2046
|
RFP Financial Group
Atlanta,
Georgia
|
$939
|
–
|
–
|
–
|
|
|
2047
|
Family Asset Management
Charleston,
South Carolina
|
$933
|
–
|
–
|
–
|
|
|
2048
|
POM Investment Strategies
Raleigh,
North Carolina
|
$311
|
+$290
|
+6
|
New
|
|
|
2049
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
–
|
-$31M
|
-683,220
|
Closed
|
|
|
2050
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$24.5M
|
-538,944
|
Closed
|
|
