|
2026
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$27K
|
-$3K
|
2
|
0.02%
|
Reduced
|
|
|
2027
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2028
|
Perkins Capital Management
Wayzata,
Minnesota
|
$23K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2029
|
Pathstone Family Office
Englewood,
New Jersey
|
$22K
|
+$10.6K
|
2
|
0.02%
|
Increased
|
|
|
2030
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$21K
|
-$14.5K
|
5
|
0.01%
|
Reduced
|
|
|
2031
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2032
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$21K
|
+$1K
|
2
|
0%
|
Increased
|
|
|
2033
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$20.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$18K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
CSS LLC
Chicago,
Illinois
|
$17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2036
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2037
|
SRH Advisors
Salina,
Kansas
|
$15K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2038
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$14K
|
-$5K
|
1
|
0.01%
|
Reduced
|
|
|
2039
|
New York Life Trust
New York
|
$11K
|
-$117K
|
2
|
0.05%
|
Reduced
|
|
|
2040
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$10K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2041
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2042
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2043
|
Advisors Preferred
Rockville,
Maryland
|
$4K
|
+$4.81K
|
1
|
0%
|
New
|
|
|
2044
|
Cedar Wealth Management
Walnut Creek,
California
|
$4K
|
-$5.58K
|
1
|
0%
|
Reduced
|
|
|
2045
|
Financial Management Professionals
Austin,
Texas
|
$4K
|
-$2.79K
|
1
|
0%
|
Reduced
|
|
|
2046
|
Hoertkorn Richard Charles
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2047
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2048
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$48.5K
|
2
|
0%
|
Reduced
|
|
|
2049
|
Magee Thomson Investment Partners
San Diego,
California
|
$1K
|
+$1.18K
|
1
|
0%
|
New
|
|
|
2050
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|