|
2026
|
AllSquare Wealth Management
Albany,
New York
|
$26K
|
+$19.1K
|
2
|
0.02%
|
Increased
|
|
|
2027
|
GW&K Investment Management
Boston,
Massachusetts
|
$26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2028
|
NVWM LLC
Yardley,
Pennsylvania
|
$26K
|
-$7K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
RPG Investment Advisory
Pleasanton,
California
|
$25K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2030
|
Strategic Blueprint
Atlanta,
Georgia
|
$25K
|
+$25.4K
|
3
|
0%
|
New
|
|
|
2031
|
Versant Capital Management
Phoenix,
Arizona
|
$25K
|
-$1.52K
|
4
|
0.01%
|
Reduced
|
|
|
2032
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24K
|
-$4.28K
|
2
|
0.01%
|
Reduced
|
|
|
2033
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$23K
|
-$37.2K
|
1
|
0.01%
|
Reduced
|
|
|
2034
|
TimeScale Financial
Danvers,
Massachusetts
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2035
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$22.4K
|
-$1.05M
|
2
|
0.01%
|
Reduced
|
|
|
2036
|
Activest Wealth Management
Aventure,
Florida
|
$22K
|
+$6.75K
|
4
|
0.02%
|
Increased
|
|
|
2037
|
Hoese & Co
Glencoe,
Minnesota
|
$22K
|
+$21.2K
|
1
|
0.02%
|
New
|
|
|
2038
|
Pacific Center for Financial Services
San Ramon,
California
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2039
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$22K
|
+$8.98K
|
4
|
0.01%
|
Increased
|
|
|
2040
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$22K
|
+$186
|
1
|
0.01%
|
Increased
|
|
|
2041
|
WealthShield Partners
Cary,
North Carolina
|
$22K
|
-$24.1K
|
2
|
0%
|
Reduced
|
|
|
2042
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$20K
|
+$22.4K
|
1
|
0%
|
New
|
|
|
2043
|
Tamar Securities
Woodland Hills,
California
|
$19K
|
+$18.2K
|
1
|
0.01%
|
New
|
|
|
2044
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$18.9K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2045
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$18K
|
-$66.5K
|
1
|
0%
|
Reduced
|
|
|
2046
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$18K
|
+$1.58K
|
4
|
0.02%
|
Increased
|
|
|
2047
|
United Asset Strategies
Garden City,
New York
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2048
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$17K
|
+$7.6K
|
3
|
0%
|
Increased
|
|
|
2049
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$16K
|
+$15.5K
|
1
|
0%
|
New
|
|
|
2050
|
MBE Wealth Management
Tomah,
Wisconsin
|
$15K
|
+$14.6K
|
1
|
0.01%
|
New
|
|