|
2026
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$73K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2027
|
Endurance Wealth Management
Providence,
Rhode Island
|
$72K
|
$0
|
7
|
0.01%
|
Maintained
|
|
|
2028
|
Larson Financial Group
St Louis,
Missouri
|
$72K
|
+$1.22K
|
6
|
0.01%
|
Increased
|
|
|
2029
|
Athena Investment Management
Orinda,
California
|
$70K
|
+$55.2K
|
1
|
0.05%
|
New
|
|
|
2030
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$70K
|
+$69.7K
|
3
|
0.02%
|
New
|
|
|
2031
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$70K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2032
|
Dorsey Wright & Associates
Pasadena,
California
|
$70K
|
-$6.74M
|
1
|
0.02%
|
Reduced
|
|
|
2033
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$69K
|
+$1.7K
|
1
|
0.03%
|
Increased
|
|
|
2034
|
Redmond Asset Management
Henrico,
Virginia
|
$69K
|
-$151K
|
2
|
0.02%
|
Reduced
|
|
|
2035
|
Sargent Investment Group
Bethesda,
Maryland
|
$69K
|
+$79.7K
|
1
|
0.02%
|
New
|
|
|
2036
|
Tortoise Investment Management
White Plains,
New York
|
$69K
|
+$7.3K
|
3
|
0.01%
|
Increased
|
|
|
2037
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$68K
|
+$27.8K
|
1
|
0.03%
|
Increased
|
|
|
2038
|
Ovata Capital Management
Hong Kong
|
$68K
|
+$6.33K
|
3
|
0.02%
|
Increased
|
|
|
2039
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$68K
|
-$1.42K
|
4
|
0.02%
|
Reduced
|
|
|
2040
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$67K
|
-$88.8K
|
4
|
0.01%
|
Reduced
|
|
|
2041
|
Cordasco Financial Network
Naples,
Florida
|
$66K
|
+$5.79K
|
4
|
0.04%
|
Increased
|
|
|
2042
|
Matrix Asset Advisors
White Plains,
New York
|
$66K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2043
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$62K
|
+$35.4K
|
3
|
0.06%
|
Increased
|
|
|
2044
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$62K
|
-$15.2K
|
2
|
0.01%
|
Reduced
|
|
|
2045
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$61K
|
-$77.9K
|
1
|
0.02%
|
Reduced
|
|
|
2046
|
Alpine Global Management
New York
|
$61K
|
-$5.47M
|
1
|
0.01%
|
Reduced
|
|
|
2047
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$61K
|
+$59.6K
|
1
|
0.06%
|
New
|
|
|
2048
|
Newport Capital Group
Red Bank,
New Jersey
|
$61K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2049
|
|
$60K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2050
|
Arlington Partners
Birmingham,
Alabama
|
$58K
|
+$4.33K
|
6
|
0.02%
|
Increased
|
|