|
2026
|
First Personal Financial Services
Charlotte,
North Carolina
|
$149K
|
-$317
|
3
|
0.04%
|
Reduced
|
|
|
2027
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$145K
|
-$7.78K
|
8
|
0.07%
|
Reduced
|
|
|
2028
|
Versant Capital Management
Phoenix,
Arizona
|
$144K
|
-$10K
|
12
|
0.05%
|
Reduced
|
|
|
2029
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$144K
|
-$11.8K
|
1
|
0.02%
|
Reduced
|
|
|
2030
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$142K
|
+$152K
|
2
|
0.06%
|
New
|
|
|
2031
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$142K
|
+$130K
|
1
|
0.1%
|
New
|
|
|
2032
|
S.A. Mason
Holland,
Michigan
|
$141K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
2033
|
CGC Financial Services
Lake Oswego,
Oregon
|
$139K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
2034
|
Evoke Wealth
Los Angeles,
California
|
$139K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2035
|
Harbor Capital Advisors
Chicago,
Illinois
|
$137K
|
-$2.78K
|
1
|
0.03%
|
Reduced
|
|
|
2036
|
Centerpoint Advisors
Needham,
Massachusetts
|
$136K
|
-$709
|
5
|
0.06%
|
Reduced
|
|
|
2037
|
Cox Capital Management
Andover,
Massachusetts
|
$136K
|
+$145K
|
1
|
0.1%
|
New
|
|
|
2038
|
Portland Hill Asset Management
London,
United Kingdom
|
$132K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
2039
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$132K
|
-$11.1K
|
2
|
0.11%
|
Reduced
|
|
|
2040
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$127K
|
-$4.79K
|
2
|
0.07%
|
Reduced
|
|
|
2041
|
Silver Oak Securities
Jackson,
Tennessee
|
$126K
|
+$126K
|
1
|
0.03%
|
New
|
|
|
2042
|
Westside Investment Management
Santa Monica,
California
|
$126K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2043
|
Private Ocean
San Rafael,
California
|
$125K
|
-$2.82K
|
5
|
0.02%
|
Reduced
|
|
|
2044
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$122K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2045
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$122K
|
-$7.97K
|
1
|
0.01%
|
Reduced
|
|
|
2046
|
Tradition Wealth Management
Edina,
Minnesota
|
$121K
|
-$1.84K
|
8
|
0.01%
|
Reduced
|
|
|
2047
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$119K
|
-$4.08K
|
14
|
0.02%
|
Reduced
|
|
|
2048
|
Twin Tree Management
Dallas,
Texas
|
$118K
|
-$3.89M
|
1
|
0%
|
Reduced
|
|
|
2049
|
Founders Fund V Management
San Francisco,
California
|
$118K
|
$0
|
1
|
14.7%
|
Maintained
|
|
|
2050
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$117K
|
+$5.63K
|
6
|
0.01%
|
Increased
|
|