|
2026
|
MayTech Global Investments
New York
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2027
|
MTM Investment Management
Spartanburg,
South Carolina
|
$35K
|
+$52.2K
|
1
|
0.02%
|
New
|
|
|
2028
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$35K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2029
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$34K
|
+$1.41K
|
2
|
0.03%
|
Increased
|
|
|
2030
|
Private Ocean
San Rafael,
California
|
$34K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2031
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$33K
|
-$24.6K
|
5
|
0.01%
|
Reduced
|
|
|
2032
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$32K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
2033
|
Dimension Capital Management
Coral Gables,
Florida
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Center for Financial Planning
Southfied,
Michigan
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2035
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2036
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$31K
|
+$190
|
2
|
0.02%
|
Increased
|
|
|
2037
|
PDS Planning
Dublin,
Ohio
|
$31K
|
-$225K
|
1
|
0.01%
|
Reduced
|
|
|
2038
|
Retirement Group
San Diego,
California
|
$30K
|
+$9.73K
|
4
|
0.01%
|
Increased
|
|
|
2039
|
Versant Capital Management
Phoenix,
Arizona
|
$30K
|
+$1.63K
|
4
|
0.01%
|
Increased
|
|
|
2040
|
Kingfisher Capital
Charlotte,
North Carolina
|
$29K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2041
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$28K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2042
|
Atwood & Palmer
Kansas City,
Missouri
|
$27K
|
-$4K
|
3
|
0%
|
Reduced
|
|
|
2043
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$27K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2044
|
MV Capital Management
Bethesda,
Maryland
|
$27K
|
+$562
|
3
|
0%
|
Increased
|
|
|
2045
|
Standard Family Office
Sioux Falls,
South Dakota
|
$27K
|
+$29.5K
|
2
|
0.27%
|
New
|
|
|
2046
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$26K
|
-$413K
|
1
|
0.01%
|
Reduced
|
|
|
2047
|
Moser Wealth Advisors
Bellevue,
Washington
|
$26K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2048
|
Valley Wealth Managers
Paramus,
New Jersey
|
$26K
|
+$27.5K
|
1
|
0%
|
New
|
|
|
2049
|
CWA Asset Management Group
Naples,
Florida
|
$25K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2050
|
PSI Advisors
Tampa,
Florida
|
$24K
|
-$1.7K
|
2
|
0.01%
|
Reduced
|
|