|
2026
|
LifeSteps Financial
Claremont,
California
|
$176K
|
+$164K
|
3
|
0.08%
|
New
|
|
|
2027
|
|
$175K
|
+$134K
|
3
|
0.01%
|
Increased
|
|
|
2028
|
Summit Securities Group
New York
|
$175K
|
+$128K
|
4
|
0.02%
|
Increased
|
|
|
2029
|
Chapman Financial Group
Kailua,
Hawaii
|
$174K
|
-$21.5K
|
1
|
0.12%
|
Reduced
|
|
|
2030
|
Truvestments Capital
Sarasota,
Florida
|
$171K
|
+$8.49K
|
7
|
0.03%
|
Increased
|
|
|
2031
|
CVA Family Office
Denver,
Colorado
|
$169K
|
+$29.1K
|
4
|
0.02%
|
Increased
|
|
|
2032
|
Solstein Capital
Menlo Park,
California
|
$167K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2033
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$167K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2034
|
Guardian Partners
Toronto,
Canada
|
$164K
|
+$160K
|
1
|
0.01%
|
New
|
|
|
2035
|
Barrett & Company
Providence,
Rhode Island
|
$162K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2036
|
Centerpoint Advisors
Needham,
Massachusetts
|
$159K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2037
|
Canton Hathaway
Providence,
Rhode Island
|
$157K
|
-$76.1K
|
1
|
0.03%
|
Reduced
|
|
|
2038
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$157K
|
+$27.2K
|
1
|
0.01%
|
Increased
|
|
|
2039
|
Kemnay Advisory Services
New York
|
$154K
|
-$220K
|
5
|
0.02%
|
Reduced
|
|
|
2040
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$154K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
2041
|
LRI Investments
Palm Beach Gardens,
Florida
|
$153K
|
+$64.6K
|
5
|
0.01%
|
Increased
|
|
|
2042
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$152K
|
+$114K
|
1
|
0.01%
|
New
|
|
|
2043
|
Pin Oak Investment Advisors
Houston,
Texas
|
$147K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2044
|
Breakwater Investment Management
Seattle,
Washington
|
$145K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2045
|
|
$145K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2046
|
REAP Financial Group
Austin,
Texas
|
$144K
|
-$4.42K
|
2
|
0.02%
|
Reduced
|
|
|
2047
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$143K
|
+$16.7K
|
4
|
0.01%
|
Increased
|
|
|
2048
|
MCF Advisors
Covington,
Kentucky
|
$142K
|
+$50.3K
|
8
|
0.01%
|
Increased
|
|
|
2049
|
Burford Brothers
Dallas,
Texas
|
$142K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2050
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$140K
|
+$105K
|
1
|
0.32%
|
New
|
|