|
2026
|
Cedar Wealth Management
Walnut Creek,
California
|
$6K
|
+$6.77K
|
2
|
0%
|
New
|
|
|
2027
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6K
|
-$535
|
1
|
0%
|
Reduced
|
|
|
2028
|
Premia Global Advisors
Coral Gables,
Florida
|
$6K
|
-$456K
|
2
|
0.01%
|
Reduced
|
|
|
2029
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2030
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$6K
|
+$598
|
3
|
0%
|
Increased
|
|
|
2031
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.47K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$5K
|
-$1.22K
|
1
|
0%
|
Reduced
|
|
|
2033
|
Crewe Advisors
Salt Lake City,
Utah
|
$4K
|
+$64
|
1
|
0%
|
Increased
|
|
|
2034
|
G&S Capital
Denver,
Colorado
|
$4K
|
+$4.58K
|
1
|
0%
|
New
|
|
|
2035
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4K
|
-$490K
|
1
|
0%
|
Reduced
|
|
|
2036
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
+$3.18K
|
1
|
0.01%
|
New
|
|
|
2037
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2038
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$3K
|
+$1.86K
|
2
|
0%
|
Increased
|
|
|
2039
|
RPG Investment Advisory
Pleasanton,
California
|
$3K
|
-$1.18M
|
1
|
0%
|
Reduced
|
|
|
2040
|
SRH Advisors
Salina,
Kansas
|
$3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2041
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2042
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2043
|
McIlrath & Eck
Arlington,
Washington
|
$2K
|
-$4.57K
|
2
|
0%
|
Reduced
|
|
|
2044
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2045
|
WP Advisors
San Francisco,
California
|
$2K
|
+$2.36K
|
1
|
0%
|
New
|
|
|
2046
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1K
|
+$1.14K
|
1
|
0%
|
New
|
|
|
2047
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2048
|
INR Advisory Services
Media,
Pennsylvania
|
$1K
|
+$1.47K
|
1
|
0%
|
New
|
|
|
2049
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$77
|
1
|
0%
|
Increased
|
|
|
2050
|
New Potomac Partners
Bethesda,
Maryland
|
$1K
|
+$546
|
1
|
0%
|
New
|
|