|
2026
|
Elm Advisors
Burlingame,
California
|
$101K
|
+$102K
|
1
|
0.07%
|
New
|
|
|
2027
|
Nelson Capital Management
Menlo Park,
California
|
$101K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2028
|
Tortoise Investment Management
White Plains,
New York
|
$101K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2029
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$100K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2030
|
Silvant Capital Management
Atlanta,
Georgia
|
$100K
|
+$10.2K
|
2
|
0.01%
|
Increased
|
|
|
2031
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$99K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2032
|
New England Research & Management
Chicago,
Illinois
|
$99K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2033
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$94K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2034
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$94K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2035
|
Asset Dedication LLC
San Francisco,
California
|
$93K
|
+$4.11K
|
1
|
0.03%
|
Increased
|
|
|
2036
|
WP Advisors
San Francisco,
California
|
$92K
|
+$579
|
2
|
0.09%
|
Increased
|
|
|
2037
|
Cowen Prime Advisors
New York
|
$91K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2038
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$88K
|
+$8.46K
|
3
|
0.04%
|
Increased
|
|
|
2039
|
Centerpoint Advisors
Needham,
Massachusetts
|
$86K
|
-$29.2K
|
2
|
0.07%
|
Reduced
|
|
|
2040
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$86K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2041
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$85K
|
+$57.2K
|
2
|
0.06%
|
Increased
|
|
|
2042
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$85K
|
+$80.5K
|
2
|
0.06%
|
New
|
|
|
2043
|
Tarbox Family Office
Newport Beach,
California
|
$83K
|
+$26K
|
4
|
0.03%
|
Increased
|
|
|
2044
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$82K
|
+$79.9K
|
1
|
0.04%
|
New
|
|
|
2045
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$82K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2046
|
WealthTrust Fairport
Cleveland,
Ohio
|
$81K
|
+$50.1K
|
3
|
0.01%
|
Increased
|
|
|
2047
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$76K
|
-$1.86K
|
4
|
0.03%
|
Reduced
|
|
|
2048
|
Advisors Preferred
Rockville,
Maryland
|
$71K
|
-$122K
|
1
|
0.03%
|
Reduced
|
|
|
2049
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$71K
|
-$3.61K
|
1
|
0.02%
|
Reduced
|
|
|
2050
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$69K
|
$0
|
1
|
0.02%
|
Maintained
|
|