|
2026
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$33K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2027
|
Exane Asset Management
Paris,
France
|
$32.2K
|
+$33.2K
|
1
|
0.01%
|
New
|
|
|
2028
|
Armbruster Capital Management
Pittsford,
New York
|
$32K
|
-$27.7K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$32K
|
+$972
|
2
|
0%
|
Increased
|
|
|
2030
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$28.9K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2031
|
Hoertkorn Richard Charles
|
$28K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2032
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$26K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2033
|
DSC Advisors
Chicago,
Illinois
|
$25K
|
+$32.2K
|
1
|
0.01%
|
New
|
|
|
2034
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$25K
|
+$25.7K
|
1
|
0.02%
|
New
|
|
|
2035
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$24K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2036
|
Blume Capital Management
Berkeley,
California
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2037
|
MU Investments Company
Tokyo,
Japan
|
$24K
|
-$28.2K
|
1
|
0.02%
|
Reduced
|
|
|
2038
|
Watermark Asset Management
San Ramon,
California
|
$24K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2039
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$23K
|
+$24.6K
|
2
|
0.01%
|
New
|
|
|
2040
|
Portfolio Strategies
Monsey,
New York
|
$23K
|
+$22.7K
|
1
|
0.02%
|
New
|
|
|
2041
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$22K
|
+$17.3K
|
1
|
0.02%
|
New
|
|
|
2042
|
Centerpoint Advisors
Needham,
Massachusetts
|
$21K
|
+$21.8K
|
2
|
0.02%
|
New
|
|
|
2043
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$21K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2044
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$20K
|
+$15.7K
|
1
|
0.01%
|
New
|
|
|
2045
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$19.2K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2046
|
West Oak Capital
Westlake Village,
California
|
$16.2K
|
-$10.1K
|
1
|
0.01%
|
Reduced
|
|
|
2047
|
WESPAC Advisors SoCal
Pasadena,
California
|
$16K
|
-$39K
|
1
|
0.01%
|
Reduced
|
|
|
2048
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2049
|
Poehling Capital Management
Madison,
Wisconsin
|
$15K
|
+$15.8K
|
2
|
0.01%
|
New
|
|
|
2050
|
RPG Investment Advisory
Pleasanton,
California
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|