|
2026
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$14K
|
+$13.6K
|
1
|
0.01%
|
New
|
|
|
2027
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.6K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2028
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2029
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9K
|
-$314K
|
2
|
0%
|
Reduced
|
|
|
2030
|
Gradient Investments
Arden Hills,
Minnesota
|
$9K
|
-$11.9K
|
3
|
0%
|
Reduced
|
|
|
2031
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
+$8.34K
|
1
|
0%
|
New
|
|
|
2032
|
Guinness Asset Management
London,
United Kingdom
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2033
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
-$75K
|
2
|
0%
|
Reduced
|
|
|
2034
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
-$8.26K
|
1
|
0%
|
Reduced
|
|
|
2035
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
+$1.21K
|
2
|
0%
|
Increased
|
|
|
2036
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$118
|
2
|
0%
|
Reduced
|
|
|
2037
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1K
|
-$12.3K
|
1
|
0%
|
Reduced
|
|
|
2038
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2039
|
Affinity Investment Advisors
Newport Beach,
California
|
$0
|
-$1.23M
|
0
|
–
|
Closed
|
|
|
2040
|
Ally Financial
Detroit,
Michigan
|
$0
|
-$2.69M
|
0
|
–
|
Closed
|
|
|
2041
|
Alpine Global Management
New York
|
$0
|
-$737K
|
0
|
–
|
Closed
|
|
|
2042
|
Amtrust Financial Services
New York
|
$0
|
-$1.02M
|
0
|
–
|
Closed
|
|
|
2043
|
Appleton Group
Appleton,
Wisconsin
|
$0
|
-$213K
|
0
|
–
|
Closed
|
|
|
2044
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$0
|
-$311K
|
0
|
–
|
Closed
|
|
|
2045
|
Atlas Brown
Louisville,
Kentucky
|
$0
|
-$206K
|
0
|
–
|
Closed
|
|
|
2046
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$0
|
-$137K
|
0
|
–
|
Closed
|
|
|
2047
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$0
|
-$117K
|
0
|
–
|
Closed
|
|
|
2048
|
Bluefin Capital Management
New York
|
$0
|
-$612K
|
0
|
–
|
Closed
|
|
|
2049
|
BOK Financial Private Wealth
Denver,
Colorado
|
$0
|
-$201K
|
0
|
–
|
Closed
|
|
|
2050
|
British Airways Pensions Investment Management
London,
United Kingdom
|
$0
|
-$5.7M
|
0
|
–
|
Closed
|
|