|
2026
|
Golden Green
Seneca,
South Carolina
|
$0
|
-$386K
|
0
|
–
|
Closed
|
|
|
2027
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$0
|
-$3.86M
|
0
|
–
|
Closed
|
|
|
2028
|
Grace Capital
Quincy,
Massachusetts
|
$0
|
-$179K
|
0
|
–
|
Closed
|
|
|
2029
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|
|
2030
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$0
|
-$5K
|
0
|
–
|
Closed
|
|
|
2031
|
HYA Advisors
Springfield,
Missouri
|
$0
|
-$224K
|
0
|
–
|
Closed
|
|
|
2032
|
ICICI Prudential Asset Management
Mumbai,
India
|
$0
|
-$953K
|
0
|
–
|
Closed
|
|
|
2033
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$0
|
-$48K
|
0
|
–
|
Closed
|
|
|
2034
|
Independent Financial Group
San Diego,
California
|
$0
|
-$639K
|
0
|
–
|
Closed
|
|
|
2035
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$0
|
-$5K
|
0
|
–
|
Closed
|
|
|
2036
|
Karp Capital Management
Sausalito,
California
|
$0
|
-$286K
|
0
|
–
|
Closed
|
|
|
2037
|
Kirr Marbach & Co
Columbus,
Indiana
|
$0
|
-$6.75M
|
0
|
–
|
Closed
|
|
|
2038
|
Klingenstein Fields & Co
New York
|
$0
|
-$249K
|
0
|
–
|
Closed
|
|
|
2039
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$0
|
-$95K
|
0
|
–
|
Closed
|
|
|
2040
|
Liberty Wealth Management
Oakland,
California
|
$0
|
-$96K
|
0
|
–
|
Closed
|
|
|
2041
|
L & S Advisors
Los Angeles,
California
|
$0
|
-$2.18M
|
0
|
–
|
Closed
|
|
|
2042
|
Macroview Investment Management
Bethesda,
Maryland
|
$0
|
$0
|
1
|
0%
|
Maintained
|
|
|
2043
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$0
|
-$447K
|
0
|
–
|
Closed
|
|
|
2044
|
Matisse Capital
Portland,
Oregon
|
$0
|
-$562K
|
0
|
–
|
Closed
|
|
|
2045
|
Maverick Capital
Dallas,
Texas
|
$0
|
-$253K
|
0
|
–
|
Closed
|
|
|
2046
|
MCF Advisors
Covington,
Kentucky
|
$0
|
-$23K
|
0
|
–
|
Closed
|
|
|
2047
|
M&G Investment Management
London,
United Kingdom
|
$0
|
-$9.98M
|
0
|
–
|
Closed
|
|
|
2048
|
MUFG Securities EMEA
London,
United Kingdom
|
$0
|
-$10.8M
|
0
|
–
|
Closed
|
|
|
2049
|
Ninety One
Cape Town,
South Africa
|
$0
|
-$1.11M
|
0
|
–
|
Closed
|
|
|
2050
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$0
|
-$260K
|
0
|
–
|
Closed
|
|