|
2026
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15K
|
-$6K
|
2
|
0.01%
|
Reduced
|
|
|
2028
|
CKW Financial Group
Honolulu,
Hawaii
|
$13K
|
-$5.42K
|
2
|
0%
|
Reduced
|
|
|
2029
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$12K
|
+$13K
|
1
|
0%
|
New
|
|
|
2030
|
Virtus ETF Advisers
New York
|
$12K
|
+$12.8K
|
1
|
0.01%
|
New
|
|
|
2031
|
Raffa Wealth Management
Washington,
District of Columbia
|
$11.9K
|
$0
|
4
|
0%
|
Maintained
|
|
|
2032
|
Poehling Capital Management
Madison,
Wisconsin
|
$11K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2033
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2034
|
Somerset Trust
Somerset,
Pennsylvania
|
$10K
|
+$3.06K
|
1
|
0.01%
|
Increased
|
|
|
2035
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$9.91K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
Forward Management
San Francisco,
California
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2038
|
CNB Bank
Clearfield,
Pennsylvania
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2039
|
Iron Gate Global Advisors
Nsl,
Utah
|
$6K
|
+$5.47K
|
1
|
0%
|
New
|
|
|
2040
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$5K
|
-$238K
|
1
|
0%
|
Reduced
|
|
|
2041
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5K
|
+$4.51K
|
1
|
0%
|
New
|
|
|
2042
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$2K
|
-$2.43M
|
1
|
0%
|
Reduced
|
|
|
2043
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$2K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2044
|
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2045
|
CSS LLC
Chicago,
Illinois
|
$1K
|
-$968K
|
1
|
0%
|
Reduced
|
|
|
2046
|
Ironwood Financial
Tucson,
Arizona
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2047
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$317
|
3
|
0%
|
Increased
|
|
|
2048
|
180 Wealth Advisors
Federal Way,
Washington
|
$0
|
-$623K
|
0
|
–
|
Closed
|
|
|
2049
|
Acropolis Investment Management
St. Louis,
Missouri
|
$0
|
-$111K
|
0
|
–
|
Closed
|
|
|
2050
|
Adams Asset Advisors
Dallas,
Texas
|
$0
|
-$4.67M
|
0
|
–
|
Closed
|
|