|
2026
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$60K
|
+$10.1K
|
5
|
0.02%
|
Increased
|
|
|
2027
|
Bluefin Capital Management
New York
|
$60K
|
-$392K
|
1
|
0.01%
|
Reduced
|
|
|
2028
|
Column Capital Advisors
Indianapolis,
Indiana
|
$59K
|
-$8.08K
|
5
|
0.01%
|
Reduced
|
|
|
2029
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$59K
|
-$6K
|
2
|
0.06%
|
Reduced
|
|
|
2030
|
West Paces Advisors
Atlanta,
Georgia
|
$58.3K
|
-$15K
|
3
|
0.02%
|
Reduced
|
|
|
2031
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$58K
|
+$9.83K
|
1
|
0.06%
|
Increased
|
|
|
2032
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$57K
|
+$21.3K
|
4
|
0.01%
|
Increased
|
|
|
2033
|
|
$56K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2034
|
O'Dell Group
Cincinnati,
Ohio
|
$56K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
2035
|
Addison Advisors
Middlebury,
Vermont
|
$55K
|
-$2.98K
|
6
|
0.03%
|
Reduced
|
|
|
2036
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$55K
|
-$1K
|
2
|
0.03%
|
Reduced
|
|
|
2037
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$54.3K
|
-$7.46M
|
1
|
0%
|
Reduced
|
|
|
2038
|
First Community Trust
Dubuque,
Iowa
|
$54K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2039
|
CVA Family Office
Denver,
Colorado
|
$53K
|
-$63.4K
|
5
|
0.01%
|
Reduced
|
|
|
2040
|
West Financial Advisors
Des Moines,
Iowa
|
$53K
|
+$7.41K
|
1
|
0.01%
|
Increased
|
|
|
2041
|
Paladin Advisory Group
Clive,
Iowa
|
$52K
|
+$52.2K
|
2
|
0.04%
|
New
|
|
|
2042
|
Focused Wealth Management
Newburgh,
New York
|
$51K
|
-$1K
|
4
|
0.01%
|
Reduced
|
|
|
2043
|
Arlington Partners
Birmingham,
Alabama
|
$50K
|
-$28K
|
2
|
0.01%
|
Reduced
|
|
|
2044
|
Mather Group
Chicago,
Illinois
|
$50K
|
-$32.7K
|
1
|
0%
|
Reduced
|
|
|
2045
|
Kelly Financial Services
Braintree,
Massachusetts
|
$49.6K
|
-$8.56K
|
3
|
0.02%
|
Reduced
|
|
|
2046
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$49.2K
|
+$49.4K
|
1
|
0.02%
|
New
|
|
|
2047
|
Professional Financial Advisors
North Platte,
Nebraska
|
$48K
|
+$4.06K
|
3
|
0.02%
|
Increased
|
|
|
2048
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$47K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2049
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$47K
|
+$47.3K
|
1
|
0.01%
|
New
|
|
|
2050
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$47K
|
+$47.3K
|
4
|
0.03%
|
New
|
|