|
2026
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2027
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$29K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2028
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$28K
|
-$11K
|
1
|
0%
|
Reduced
|
|
|
2029
|
Cedar Wealth Management
Walnut Creek,
California
|
$26K
|
+$21.4K
|
1
|
0.02%
|
Increased
|
|
|
2030
|
CKW Financial Group
Honolulu,
Hawaii
|
$26K
|
+$23.5K
|
1
|
0.01%
|
New
|
|
|
2031
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$26K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
Elite Wealth Management
Kirkland,
Washington
|
$24K
|
+$23.5K
|
3
|
0.04%
|
New
|
|
|
2033
|
Kessler Investment Group
Columbus,
Indiana
|
$24K
|
-$6.69K
|
1
|
0.03%
|
Reduced
|
|
|
2034
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
J. Safra Asset Management
New York
|
$22K
|
-$384K
|
1
|
0.04%
|
Reduced
|
|
|
2036
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2037
|
Hilton Capital Management
Garden City,
New York
|
$21K
|
+$17.6K
|
1
|
0.01%
|
New
|
|
|
2038
|
C-J Advisory
San Jose,
California
|
$20K
|
+$19.4K
|
1
|
0.02%
|
New
|
|
|
2039
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$20K
|
-$16.3K
|
1
|
0.1%
|
Reduced
|
|
|
2040
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$20K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2041
|
Perkins Capital Management
Wayzata,
Minnesota
|
$20K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2042
|
Solaris Asset Management
New York
|
$20K
|
+$18K
|
2
|
0.01%
|
New
|
|
|
2043
|
Davidson Investment Advisors
Great Falls,
Montana
|
$19K
|
-$12.1K
|
1
|
0%
|
Reduced
|
|
|
2044
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
+$17.4K
|
1
|
0.01%
|
New
|
|
|
2045
|
Horan Securities
Cincinnati,
United States
|
$17K
|
+$18K
|
1
|
0.02%
|
New
|
|
|
2046
|
SRH Advisors
Salina,
Kansas
|
$16K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2047
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15K
|
+$14.5K
|
1
|
0%
|
New
|
|
|
2048
|
Pathstone Family Office
Englewood,
New Jersey
|
$12K
|
-$11.9K
|
2
|
0.01%
|
Reduced
|
|
|
2049
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$12K
|
-$10K
|
1
|
0%
|
Reduced
|
|
|
2050
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|