|
2026
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$208K
|
+$225K
|
1
|
0.09%
|
New
|
|
|
2027
|
Aveo Capital Partners
Englewood,
Colorado
|
$206K
|
-$100K
|
1
|
0.03%
|
Reduced
|
|
|
2028
|
Symmetry Investments
St Helier,
Jersey
|
$206K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
2029
|
Family Management
New York
|
$206K
|
-$30.3K
|
1
|
0.03%
|
Reduced
|
|
|
2030
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$205K
|
-$4.81K
|
1
|
0.12%
|
Reduced
|
|
|
2031
|
Core Wealth Management
Jupiter,
Florida
|
$205K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2032
|
Investment Advisory Services
The Woodlands,
Texas
|
$205K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2033
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$205K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2034
|
Copia Wealth Management
Bend,
Oregon
|
$205K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2035
|
Hill Island Financial
Grand Rapids,
Michigan
|
$205K
|
-$2.59K
|
1
|
0.06%
|
Reduced
|
|
|
2036
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$205K
|
+$142K
|
1
|
0.01%
|
Increased
|
|
|
2037
|
SPC Financial Inc
Rockville,
Maryland
|
$205K
|
+$4.44K
|
1
|
0.02%
|
Increased
|
|
|
2038
|
Goepper Burkhardt
Greenville,
South Carolina
|
$205K
|
-$39.8K
|
1
|
0.08%
|
Reduced
|
|
|
2039
|
Gemmer Asset Management
Walnut Creek,
California
|
$204K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2040
|
Peak Asset Management
Louisville,
Colorado
|
$203K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2041
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$202K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2042
|
Activest Wealth Management
Aventure,
Florida
|
$201K
|
+$32.4K
|
1
|
0.05%
|
Increased
|
|
|
2043
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$201K
|
-$46.2K
|
1
|
0.09%
|
Reduced
|
|
|
2044
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$201K
|
+$2.03K
|
1
|
0.1%
|
Increased
|
|
|
2045
|
Olympiad Research
Stamford,
Connecticut
|
$201K
|
+$217K
|
1
|
0.23%
|
New
|
|
|
2046
|
FSA Wealth Management
Needham,
Massachusetts
|
$200K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2047
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$200K
|
+$185
|
1
|
0.11%
|
Increased
|
|
|
2048
|
International Private Wealth Advisors
San Diego,
California
|
$200K
|
+$2.4K
|
1
|
0.19%
|
Increased
|
|
|
2049
|
Tradewinds Capital Management
Bellingham,
Washington
|
$198K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2050
|
S-Bank Fund Management
Helsinki,
Finland
|
$196K
|
+$213K
|
1
|
0.04%
|
New
|
|