|
2026
|
SharpePoint
Phoenix,
Arizona
|
$2.16M
|
-$111K
|
1
|
1.08%
|
Reduced
|
|
|
2027
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.16M
|
+$15.6K
|
1
|
0.19%
|
Increased
|
|
|
2028
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$2.16M
|
$0
|
1
|
0.66%
|
Maintained
|
|
|
2029
|
WBH Advisory
Baltimore,
Maryland
|
$2.16M
|
-$41.6K
|
3
|
0.14%
|
Reduced
|
|
|
2030
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.15M
|
+$9.34K
|
2
|
0.38%
|
Increased
|
|
|
2031
|
C2C Wealth Management
Scottsdale,
Arizona
|
$2.15M
|
$0
|
2
|
1.69%
|
Maintained
|
|
|
2032
|
Archon Capital Management
Seattle,
Washington
|
$2.14M
|
-$82.1K
|
1
|
0.87%
|
Reduced
|
|
|
2033
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.14M
|
-$196K
|
2
|
0.1%
|
Reduced
|
|
|
2034
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.14M
|
-$2.47M
|
1
|
0.14%
|
Reduced
|
|
|
2035
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$2.13M
|
-$367K
|
2
|
0.06%
|
Reduced
|
|
|
2036
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$2.13M
|
$0
|
2
|
1.14%
|
Maintained
|
|
|
2037
|
Wealth Architects
Mountain View,
California
|
$2.12M
|
-$14.4K
|
2
|
0.17%
|
Reduced
|
|
|
2038
|
Gryphon Financial Partners
Columbus,
Ohio
|
$2.12M
|
+$248K
|
2
|
0.19%
|
Increased
|
|
|
2039
|
Capelight Capital Asset Management
New York
|
$2.12M
|
-$249K
|
1
|
1.02%
|
Reduced
|
|
|
2040
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.12M
|
+$214K
|
3
|
0.32%
|
Increased
|
|
|
2041
|
|
$2.12M
|
+$36.2K
|
21
|
0.13%
|
Increased
|
|
|
2042
|
Granite Group Advisors
Stamford,
Connecticut
|
$2.11M
|
+$567K
|
2
|
1.25%
|
Increased
|
|
|
2043
|
XML Financial
Bethesda,
Maryland
|
$2.11M
|
+$75.4K
|
4
|
0.15%
|
Increased
|
|
|
2044
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$2.11M
|
+$1.97M
|
1
|
0.24%
|
New
|
|
|
2045
|
Banco Santander
Madrid,
Spain
|
$2.11M
|
-$10.6M
|
3
|
0.01%
|
Reduced
|
|
|
2046
|
First Western Trust Bank
Denver,
Colorado
|
$2.11M
|
-$20.5K
|
3
|
0.1%
|
Reduced
|
|
|
2047
|
Main Street Group
Glen Allen,
Virginia
|
$2.1M
|
-$60.9K
|
5
|
0.49%
|
Reduced
|
|
|
2048
|
MRA Advisory Group
Parsippany,
New Jersey
|
$2.1M
|
+$2.04M
|
1
|
0.76%
|
New
|
|
|
2049
|
LECAP Asset Management
London,
United Kingdom
|
$2.1M
|
-$1.82M
|
3
|
0.9%
|
Reduced
|
|
|
2050
|
Rice Hall James & Associates
San Diego,
California
|
$2.09M
|
+$84.9K
|
1
|
0.1%
|
Increased
|
|