|
2026
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2028
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$10K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2029
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9K
|
-$298K
|
2
|
0%
|
Reduced
|
|
|
2030
|
New Capital Management
Houston,
Texas
|
$9K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2031
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
+$7.17K
|
1
|
0.01%
|
New
|
|
|
2032
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2033
|
Clear Perspective Advisors
Aurora,
Illinois
|
$6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2035
|
Cedar Wealth Management
Walnut Creek,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2036
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
+$4.96K
|
1
|
0.03%
|
New
|
|
|
2037
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2038
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
-$12.3K
|
2
|
0%
|
Reduced
|
|
|
2039
|
Liberty Capital Management
Birmingham,
Michigan
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2040
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1K
|
+$586
|
1
|
0%
|
New
|
|
|
2041
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$118
|
1
|
0%
|
Reduced
|
|
|
2042
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
-$1K
|
1
|
0%
|
Reduced
|
|
|
2043
|
361 Capital
Denver,
Colorado
|
$0
|
-$7.77M
|
0
|
–
|
Closed
|
|
|
2044
|
Acropolis Investment Management
St. Louis,
Missouri
|
$0
|
-$108K
|
0
|
–
|
Closed
|
|
|
2045
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
$0
|
-$52.7M
|
0
|
–
|
Closed
|
|
|
2046
|
Ally Financial
Detroit,
Michigan
|
$0
|
-$2.69M
|
0
|
–
|
Closed
|
|
|
2047
|
Alpine Global Management
New York
|
$0
|
-$743K
|
0
|
–
|
Closed
|
|
|
2048
|
Americafirst Capital Management
Roseville,
California
|
$0
|
-$361K
|
0
|
–
|
Closed
|
|
|
2049
|
Aristotle Capital Management
Los Angeles,
California
|
$0
|
-$300K
|
0
|
–
|
Closed
|
|
|
2050
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$0
|
-$141K
|
0
|
–
|
Closed
|
|