|
2026
|
Simon Quick Advisors
Morristown,
New Jersey
|
$30K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
West Branch Capital
Amherst,
Massachusetts
|
$30K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2028
|
Guild Investment Management
Los Angeles,
California
|
$29K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2029
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$29K
|
+$32.7K
|
3
|
0.01%
|
New
|
|
|
2030
|
Surevest
Los Angeles,
California
|
$29K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2031
|
Cornerstone Capital
Palo Alto,
California
|
$28K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2032
|
Gladius Capital Management
Chicago,
Illinois
|
$28K
|
-$27.4K
|
1
|
0%
|
Reduced
|
|
|
2033
|
United Asset Strategies
Garden City,
New York
|
$28K
|
+$31.4K
|
1
|
0%
|
New
|
|
|
2034
|
Activest Wealth Management
Aventure,
Florida
|
$27K
|
+$27.3K
|
2
|
0.01%
|
New
|
|
|
2035
|
Founders Capital Management (Texas)
Houston,
Texas
|
$27K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2036
|
Oxford Financial Group
Carmel,
Indiana
|
$27K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2037
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2038
|
Pacific Center for Financial Services
San Ramon,
California
|
$24K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2039
|
Addison Capital
Conshohocken,
Pennsylvania
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$23K
|
+$22.9K
|
1
|
0%
|
New
|
|
|
2041
|
MV Capital Management
Bethesda,
Maryland
|
$23K
|
+$10.4K
|
3
|
0%
|
Increased
|
|
|
2042
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2043
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$23K
|
+$3.83K
|
2
|
0.01%
|
Increased
|
|
|
2044
|
TFC Financial Management
Boston,
Massachusetts
|
$23K
|
$0
|
6
|
0.01%
|
Maintained
|
|
|
2045
|
Achmea Investment Management
Zeist,
Netherlands
|
$22K
|
-$896K
|
1
|
0%
|
Reduced
|
|
|
2046
|
Legacy Bridge
West Des Moines,
Iowa
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2047
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$22K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2048
|
Independent Financial Group
San Diego,
California
|
$21.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2049
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$21.5K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2050
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$21K
|
+$9.53K
|
1
|
0.01%
|
Increased
|
|
