|
2026
|
Osterweis Capital Management
San Francisco,
California
|
$60.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$58.3K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2028
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$57.8K
|
+$55.3K
|
7
|
0.01%
|
New
|
|
|
2029
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$57.1K
|
-$881
|
1
|
0.05%
|
Reduced
|
|
|
2030
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$56.7K
|
+$56.3K
|
2
|
0.03%
|
New
|
|
|
2031
|
Abound Wealth Management
Franklin,
Tennessee
|
$56.4K
|
+$12.5K
|
7
|
0.02%
|
Increased
|
|
|
2032
|
Sittner & Nelson
Eugene,
Oregon
|
$56K
|
-$13.9K
|
1
|
0.03%
|
Reduced
|
|
|
2033
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$56K
|
+$4.5K
|
4
|
0.02%
|
Increased
|
|
|
2034
|
MV Capital Management
Bethesda,
Maryland
|
$54.9K
|
+$171
|
3
|
0.01%
|
Increased
|
|
|
2035
|
Chesapeake Capital Corp
Tampa,
Florida
|
$54.6K
|
+$45.7K
|
1
|
0.04%
|
New
|
|
|
2036
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$54K
|
-$76.8K
|
2
|
0.01%
|
Reduced
|
|
|
2037
|
Paladin Advisory Group
Clive,
Iowa
|
$53.9K
|
-$294
|
1
|
0.04%
|
Reduced
|
|
|
2038
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$53.4K
|
-$37.5K
|
1
|
0.02%
|
Reduced
|
|
|
2039
|
OneAscent Financial Services
Birmingham,
Alabama
|
$53K
|
+$9.61K
|
1
|
0.01%
|
Increased
|
|
|
2040
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$52.9K
|
+$238
|
1
|
0.02%
|
Increased
|
|
|
2041
|
McIlrath & Eck
Arlington,
Washington
|
$52.9K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2042
|
Frazier Financial Advisors
Columbus,
Ohio
|
$50.8K
|
+$49K
|
5
|
0.04%
|
New
|
|
|
2043
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$50K
|
-$1.47K
|
6
|
0.02%
|
Reduced
|
|
|
2044
|
Raleigh Capital Management
Cary,
North Carolina
|
$48.8K
|
+$41.7K
|
3
|
0.02%
|
Increased
|
|
|
2045
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$48.3K
|
+$49K
|
3
|
0.03%
|
New
|
|
|
2046
|
FNY Investment Advisers
New York
|
$48K
|
-$1.13M
|
3
|
0.05%
|
Reduced
|
|
|
2047
|
SkyOak Wealth
Southfield,
Michigan
|
$48K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2048
|
Kessler Investment Group
Columbus,
Indiana
|
$47.9K
|
-$52K
|
2
|
0.03%
|
Reduced
|
|
|
2049
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$47.9K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2050
|
NovaPoint Capital
Atlanta,
Georgia
|
$47K
|
-$78.2K
|
1
|
0.02%
|
Reduced
|
|