|
2026
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$127K
|
-$105K
|
2
|
0.08%
|
Reduced
|
|
|
2027
|
Trexquant Investment
Stamford,
Connecticut
|
$124K
|
-$4.12M
|
1
|
0.03%
|
Reduced
|
|
|
2028
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$117K
|
-$1.55K
|
1
|
0.1%
|
Reduced
|
|
|
2029
|
AllSquare Wealth Management
Albany,
New York
|
$117K
|
-$65K
|
2
|
0.12%
|
Reduced
|
|
|
2030
|
Strategic Global Advisors
Newport Beach,
California
|
$117K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2031
|
Founders Capital Management (Texas)
Houston,
Texas
|
$116K
|
-$4K
|
4
|
0.1%
|
Reduced
|
|
|
2032
|
Risk Paradigm Group
Austin,
Texas
|
$114K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2033
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$113K
|
-$20K
|
4
|
0.06%
|
Reduced
|
|
|
2034
|
Capital International Inc
Los Angeles,
California
|
$107K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
Jupiter Investment Management
London,
United Kingdom
|
$107K
|
-$19.2M
|
1
|
0%
|
Reduced
|
|
|
2036
|
Israel Discount Bank of New York
New York
|
$105K
|
-$11.1K
|
2
|
0.08%
|
Reduced
|
|
|
2037
|
Asset Dedication LLC
San Francisco,
California
|
$99K
|
-$44K
|
3
|
0.05%
|
Reduced
|
|
|
2038
|
Raffa Wealth Management
Washington,
District of Columbia
|
$96.6K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
2039
|
American Research & Management Company
Marion,
Massachusetts
|
$95K
|
-$8K
|
5
|
0.03%
|
Reduced
|
|
|
2040
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$95K
|
+$7.06K
|
7
|
0.08%
|
Increased
|
|
|
2041
|
Arax Advisory Partners
Denver,
Colorado
|
$94K
|
+$8.29K
|
4
|
0.04%
|
Increased
|
|
|
2042
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$94K
|
+$18K
|
4
|
0.07%
|
Increased
|
|
|
2043
|
Hoertkorn Richard Charles
|
$94K
|
-$2.53K
|
1
|
0.06%
|
Reduced
|
|
|
2044
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$94K
|
+$318
|
6
|
0.04%
|
Increased
|
|
|
2045
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$92K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2046
|
American Beacon Advisors
Irving,
Texas
|
$91K
|
$0
|
1
|
1.16%
|
Maintained
|
|
|
2047
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$90.2K
|
+$74.2K
|
3
|
0.08%
|
Increased
|
|
|
2048
|
Sonora Investment Management
Tucson,
Arizona
|
$90.2K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2049
|
New Capital Management
Houston,
Texas
|
$89K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
2050
|
Creative Financial Designs
Kokomo,
Indiana
|
$88K
|
+$13.9K
|
6
|
0.06%
|
Increased
|
|