|
2026
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$611
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
Quintet Private Bank (Europe)
Luxembourg
|
$611
|
+$697
|
1
|
0%
|
New
|
|
|
2028
|
Tidemark
San Diego,
California
|
$611
|
+$697
|
1
|
0%
|
New
|
|
|
2029
|
Wiser Advisor Group
Phoenix,
Arizona
|
$611
|
$0
|
1
|
0%
|
Maintained
|
|
|
2030
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$401
|
$0
|
1
|
0%
|
Maintained
|
|
|
2031
|
Winch Advisory Services
Appleton,
Wisconsin
|
$321
|
-$6.97K
|
2
|
0%
|
Reduced
|
|
|
2032
|
Compass Wealth Management
Guilford,
Connecticut
|
$306
|
+$349
|
1
|
0%
|
New
|
|
|
2033
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$306
|
+$349
|
1
|
0%
|
New
|
|
|
2034
|
Affinity Wealth
Canton,
Ohio
|
$305
|
$0
|
1
|
0%
|
Maintained
|
|
|
2035
|
Gould Capital
Tacoma,
Washington
|
$305
|
$0
|
1
|
0%
|
Maintained
|
|
|
2036
|
Greenline Partners
New York
|
$305
|
+$349
|
1
|
0%
|
New
|
|
|
2037
|
|
$305
|
+$349
|
1
|
0%
|
New
|
|
|
2038
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$305
|
$0
|
1
|
0%
|
Maintained
|
|
|
2039
|
Advent Capital Management
New York
|
$0
|
-$33.5K
|
0
|
–
|
Closed
|
|
|
2040
|
|
$0
|
-$490K
|
0
|
–
|
Closed
|
|
|
2041
|
Andra AP-fonden
Goteborg,
Sweden
|
$0
|
-$1.36M
|
0
|
–
|
Closed
|
|
|
2042
|
Ariadne Wealth Management
Santa Barbara,
California
|
$0
|
-$309K
|
0
|
–
|
Closed
|
|
|
2043
|
Armbruster Capital Management
Pittsford,
New York
|
$0
|
-$353K
|
0
|
–
|
Closed
|
|
|
2044
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$0
|
-$366K
|
0
|
–
|
Closed
|
|
|
2045
|
ASB Consultores
Aventura,
Florida
|
$0
|
-$265K
|
0
|
–
|
Closed
|
|
|
2046
|
Ascent Capital Management
Bend,
Oregon
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2047
|
Aspetuck Financial Management
Westport,
Connecticut
|
$0
|
-$32.9K
|
0
|
–
|
Closed
|
|
|
2048
|
Atalanta Sosnoff Capital
New York
|
$0
|
-$291K
|
0
|
–
|
Closed
|
|
|
2049
|
Atlas Wealth
Cincinnati,
Ohio
|
$0
|
-$230K
|
0
|
–
|
Closed
|
|
|
2050
|
AXQ Capital
Jersey City,
New Jersey
|
$0
|
-$248K
|
0
|
–
|
Closed
|
|