|
2026
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$2.03M
|
-$44.2K
|
1
|
0.11%
|
Reduced
|
|
|
2027
|
Tributary Capital Management
Omaha,
Nebraska
|
$2.03M
|
-$258K
|
1
|
0.17%
|
Reduced
|
|
|
2028
|
Sargent Investment Group
Bethesda,
Maryland
|
$2.02M
|
-$124K
|
1
|
0.24%
|
Reduced
|
|
|
2029
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$2.02M
|
-$26K
|
1
|
1.08%
|
Reduced
|
|
|
2030
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.01M
|
+$65.7K
|
1
|
0.1%
|
Increased
|
|
|
2031
|
Focused Alpha LLC
Denver,
Colorado
|
$2.01M
|
-$44.2K
|
1
|
0.52%
|
Reduced
|
|
|
2032
|
Cornerstone Capital
Palo Alto,
California
|
$2.01M
|
+$1.5M
|
1
|
0.18%
|
New
|
|
|
2033
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$2.01M
|
-$263K
|
1
|
1.36%
|
Reduced
|
|
|
2034
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.01M
|
+$718K
|
1
|
0.33%
|
Increased
|
|
|
2035
|
Clifford Group
Wayland,
Massachusetts
|
$2M
|
-$61.3K
|
1
|
1.39%
|
Reduced
|
|
|
2036
|
Auxano Advisors
Bellevue,
Washington
|
$2M
|
+$123K
|
2
|
0.38%
|
Increased
|
|
|
2037
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$2M
|
-$33.3K
|
1
|
1.27%
|
Reduced
|
|
|
2038
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$2M
|
+$245K
|
1
|
0.5%
|
Increased
|
|
|
2039
|
Stockman Wealth Management
Billings,
Montana
|
$1.99M
|
+$134K
|
1
|
0.21%
|
Increased
|
|
|
2040
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.98M
|
+$142K
|
1
|
1.12%
|
Increased
|
|
|
2041
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.98M
|
-$602K
|
1
|
0.74%
|
Reduced
|
|
|
2042
|
Peak Planning Group
Centennial,
Colorado
|
$1.98M
|
+$8.12K
|
1
|
0.45%
|
Increased
|
|
|
2043
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$1.98M
|
-$1.99M
|
2
|
0.85%
|
Reduced
|
|
|
2044
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.97M
|
+$184K
|
7
|
0.13%
|
Increased
|
|
|
2045
|
Triton Wealth Management
Sun City,
Arizona
|
$1.97M
|
+$825K
|
2
|
0.6%
|
Increased
|
|
|
2046
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$1.97M
|
-$11.4K
|
1
|
0.75%
|
Reduced
|
|
|
2047
|
Patron Partners
Houston,
Texas
|
$1.96M
|
+$53.6K
|
1
|
0.75%
|
Increased
|
|
|
2048
|
JGP Wealth Management
Bend,
Oregon
|
$1.95M
|
+$202K
|
1
|
0.17%
|
Increased
|
|
|
2049
|
Rossby Financial
Melbourne,
Florida
|
$1.94M
|
+$164K
|
4
|
0.35%
|
Increased
|
|
|
2050
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.94M
|
-$10.1K
|
1
|
1.05%
|
Reduced
|
|