|
2026
|
St. Johns Investment Management
Jacksonville,
Florida
|
$676
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$615
|
-$8.03K
|
1
|
0%
|
Reduced
|
|
|
2028
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$614
|
+$573
|
1
|
0%
|
New
|
|
|
2029
|
REAP Financial Group
Austin,
Texas
|
$614
|
+$573
|
1
|
0%
|
New
|
|
|
2030
|
Clarity Asset Management
Ames,
Iowa
|
$599
|
+$573
|
1
|
0%
|
New
|
|
|
2031
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$553
|
+$516
|
1
|
0%
|
New
|
|
|
2032
|
Kelly Financial Services
Braintree,
Massachusetts
|
$525
|
+$516
|
1
|
0%
|
New
|
|
|
2033
|
Delos Wealth Advisors
Dallas,
Texas
|
$369
|
$0
|
1
|
0%
|
Maintained
|
|
|
2034
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$348
|
$0
|
1
|
0%
|
Maintained
|
|
|
2035
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$246
|
+$229
|
1
|
0%
|
New
|
|
|
2036
|
ClariVest Asset Management
San Diego,
California
|
$189
|
-$458
|
1
|
0%
|
Reduced
|
|
|
2037
|
Clear Investment Research
Alpharetta,
Georgia
|
$174
|
$0
|
1
|
0%
|
Maintained
|
|
|
2038
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$123
|
+$115
|
1
|
0%
|
New
|
|
|
2039
|
Abbrea Capital
Greenbrae,
California
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2040
|
Act Two Investors
Santa Cruz,
California
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|
|
2041
|
|
$0
|
-$253K
|
0
|
–
|
Closed
|
|
|
2042
|
Allen Operations
New York
|
$0
|
-$6.3M
|
0
|
–
|
Closed
|
|
|
2043
|
Allstate Corporation
Northbrook,
Illinois
|
$0
|
-$234K
|
0
|
–
|
Closed
|
|
|
2044
|
Alphadyne Asset Management
New York
|
$0
|
-$769K
|
0
|
–
|
Closed
|
|
|
2045
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$0
|
-$3.27M
|
0
|
–
|
Closed
|
|
|
2046
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$0
|
-$629K
|
0
|
–
|
Closed
|
|
|
2047
|
Appleton Partners
Boston,
Massachusetts
|
$0
|
-$210K
|
0
|
–
|
Closed
|
|
|
2048
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$0
|
-$1.29M
|
0
|
–
|
Closed
|
|
|
2049
|
Arlington Partners
Birmingham,
Alabama
|
$0
|
-$57.9K
|
0
|
–
|
Closed
|
|
|
2050
|
Asset Management Resources
Hyannis,
Massachusetts
|
$0
|
-$291K
|
0
|
–
|
Closed
|
|