|
2026
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$14K
|
+$8.37K
|
2
|
0.01%
|
Increased
|
|
|
2027
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2028
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2029
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2030
|
New Capital Management
Houston,
Texas
|
$11K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2031
|
Pathstone Family Office
Englewood,
New Jersey
|
$8K
|
-$9.93K
|
1
|
0.01%
|
Reduced
|
|
|
2032
|
Private Ocean
San Rafael,
California
|
$7K
|
+$6.58K
|
1
|
0%
|
New
|
|
|
2033
|
RPG Investment Advisory
Pleasanton,
California
|
$7K
|
+$6.82K
|
1
|
0%
|
New
|
|
|
2034
|
Lenox Wealth Advisors
New York
|
$6K
|
-$46.7K
|
3
|
0%
|
Reduced
|
|
|
2035
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2036
|
Cedar Wealth Management
Walnut Creek,
California
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
Capital Guardian Trust
Los Angeles,
California
|
$3K
|
+$3.59K
|
1
|
0%
|
New
|
|
|
2038
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2039
|
Denali Advisors
San Diego,
California
|
$1K
|
+$1.03K
|
1
|
0%
|
New
|
|
|
2040
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2041
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2042
|
Acrospire Investment Management
Chicago,
Illinois
|
$0
|
-$936K
|
0
|
–
|
Closed
|
|
|
2043
|
Allstate Corporation
Northbrook,
Illinois
|
$0
|
-$4.3M
|
0
|
–
|
Closed
|
|
|
2044
|
Amtrust Financial Services
New York
|
$0
|
-$2.21M
|
0
|
–
|
Closed
|
|
|
2045
|
Ascend Capital
Orinda,
California
|
$0
|
-$6.71M
|
0
|
–
|
Closed
|
|
|
2046
|
Augustine Asset Management
Jacksonville,
Florida
|
$0
|
-$3.75M
|
0
|
–
|
Closed
|
|
|
2047
|
BlueMar Capital Management
Miami,
Florida
|
$0
|
-$2.6M
|
0
|
–
|
Closed
|
|
|
2048
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$0
|
-$1.28M
|
0
|
–
|
Closed
|
|
|
2049
|
|
$0
|
-$70.5M
|
0
|
–
|
Closed
|
|
|
2050
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$0
|
-$427K
|
0
|
–
|
Closed
|
|