|
2026
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$19K
|
+$3.71K
|
1
|
0.02%
|
Increased
|
|
|
2027
|
CKW Financial Group
Honolulu,
Hawaii
|
$19K
|
+$5.3K
|
2
|
0%
|
Increased
|
|
|
2028
|
Portfolio Strategies
Monsey,
New York
|
$19K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2029
|
Watermark Asset Management
San Ramon,
California
|
$18K
|
-$5.52K
|
2
|
0.01%
|
Reduced
|
|
|
2030
|
|
$17K
|
+$17.2K
|
1
|
0.01%
|
New
|
|
|
2031
|
Fort Point Capital Partners
San Francisco,
California
|
$17K
|
+$16.4K
|
1
|
0.01%
|
New
|
|
|
2032
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$17K
|
-$34.2K
|
1
|
0.01%
|
Reduced
|
|
|
2033
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$17K
|
+$17.8K
|
1
|
0.01%
|
New
|
|
|
2034
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16K
|
-$16.4K
|
1
|
0.01%
|
Reduced
|
|
|
2035
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Newport Wealth Strategies
Irvine,
California
|
$15K
|
-$221K
|
1
|
0.01%
|
Reduced
|
|
|
2037
|
WESPAC Advisors SoCal
Pasadena,
California
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2038
|
Corbyn Investment Management
Lutherville,
Maryland
|
$14K
|
+$15.5K
|
1
|
0%
|
New
|
|
|
2039
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$14K
|
+$13.9K
|
1
|
0%
|
New
|
|
|
2040
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$14K
|
-$13.5M
|
1
|
0%
|
Reduced
|
|
|
2041
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2042
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$13K
|
+$12.2K
|
1
|
0.01%
|
New
|
|
|
2043
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2044
|
Fortis Advisors
Wayne,
Pennsylvania
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2045
|
Raffa Wealth Management
Washington,
District of Columbia
|
$11.6K
|
+$12.1K
|
4
|
0%
|
New
|
|
|
2046
|
Poehling Capital Management
Madison,
Wisconsin
|
$11K
|
-$3.14K
|
2
|
0.01%
|
Reduced
|
|
|
2047
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2048
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9K
|
-$26K
|
1
|
0.01%
|
Reduced
|
|
|
2049
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2050
|
Forward Management
San Francisco,
California
|
$9K
|
-$404K
|
1
|
0%
|
Reduced
|
|