|
2026
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$22K
|
+$22.3K
|
1
|
0.01%
|
New
|
|
|
2027
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$22K
|
+$22.3K
|
1
|
0%
|
New
|
|
|
2028
|
Kings Point Capital Management
Great Neck,
New York
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2029
|
TD Capital Management
Memphis,
Tennessee
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2030
|
Florence Capital Advisors
New York
|
$18K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2031
|
Clean Yield Group
Norwich,
Vermont
|
$17K
|
+$16.7K
|
1
|
0.01%
|
New
|
|
|
2032
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2033
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$16K
|
-$163K
|
2
|
0.01%
|
Reduced
|
|
|
2034
|
Knowledge Leaders Capital
Denver,
Colorado
|
$15K
|
+$14.6K
|
2
|
0.01%
|
New
|
|
|
2035
|
Catamount Wealth Management
Westport,
Connecticut
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Harvest Fund Management
Beijing,
China
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12K
|
-$12.8K
|
3
|
0%
|
Reduced
|
|
|
2038
|
Benson Investment Management Company
Roanoke,
Virginia
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2039
|
Private Ocean
San Rafael,
California
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
INR Advisory Services
Media,
Pennsylvania
|
$10K
|
+$9.61K
|
1
|
0%
|
New
|
|
|
2041
|
Barnett & Company
Chattanooga,
Tennessee
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2042
|
Fusion Family Wealth
Woodbury,
New York
|
$6K
|
-$14.1K
|
1
|
0%
|
Reduced
|
|
|
2043
|
Pacific Center for Financial Services
San Ramon,
California
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2044
|
Cordasco Financial Network
Naples,
Florida
|
$4K
|
+$3.51K
|
2
|
0%
|
New
|
|
|
2045
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2046
|
New York Life Trust
New York
|
$4K
|
-$40K
|
1
|
0.19%
|
Reduced
|
|
|
2047
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4K
|
+$4.25K
|
1
|
0%
|
New
|
|
|
2048
|
SRH Advisors
Salina,
Kansas
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2049
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.72K
|
+$29K
|
4
|
0%
|
New
|
|
|
2050
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1K
|
-$90.5K
|
1
|
0%
|
Reduced
|
|