|
2026
|
Financial Advantage
Columbia,
Maryland
|
$27K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2027
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$27K
|
-$15.5K
|
1
|
0.02%
|
Reduced
|
|
|
2028
|
America First Investment Advisors
Omaha,
Nebraska
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2029
|
Bollard Group
Boston,
Massachusetts
|
$25K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2030
|
Gradient Investments
Arden Hills,
Minnesota
|
$25K
|
-$2.42K
|
2
|
0%
|
Reduced
|
|
|
2031
|
Formidable Asset Management
Cincinnati,
Ohio
|
$23K
|
-$3.19K
|
3
|
0.02%
|
Reduced
|
|
|
2032
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$21K
|
-$185K
|
1
|
0.01%
|
Reduced
|
|
|
2033
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$19K
|
-$1.63K
|
1
|
0.01%
|
Reduced
|
|
|
2035
|
James Investment Research
Alpha,
Ohio
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2036
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$18K
|
+$18.2K
|
1
|
0.01%
|
New
|
|
|
2037
|
Stanford Investment Group
Mountain View,
California
|
$17K
|
+$17K
|
2
|
0.01%
|
New
|
|
|
2038
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16K
|
+$14.4K
|
2
|
0.01%
|
New
|
|
|
2039
|
Ironwood Financial
Tucson,
Arizona
|
$16K
|
+$11.4K
|
7
|
0.01%
|
New
|
|
|
2040
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2041
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2042
|
Spectrum Management Group
Indianapolis,
Indiana
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2043
|
Alexandria Capital
Arlington,
Virginia
|
$13K
|
-$787
|
2
|
0.01%
|
Reduced
|
|
|
2044
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2045
|
Syntal Capital Partners
Midland,
Texas
|
$11K
|
-$4.48K
|
1
|
0.01%
|
Reduced
|
|
|
2046
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11K
|
+$10.2K
|
1
|
0.01%
|
New
|
|
|
2047
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10K
|
+$7.38K
|
2
|
0%
|
Increased
|
|
|
2048
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$9K
|
+$9.28K
|
1
|
0.01%
|
New
|
|
|
2049
|
Wealthcare Capital Management
Richmond,
Virginia
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2050
|
Community Financial Services Group
Newport,
Vermont
|
$7K
|
+$6.45K
|
1
|
0%
|
New
|
|