|
2026
|
Lifestyle Asset Management
Friendswood,
Texas
|
$239K
|
+$231K
|
1
|
0.14%
|
New
|
|
|
2027
|
Wedgewood Investors
Erie,
Pennsylvania
|
$239K
|
+$14.4K
|
1
|
0.31%
|
Increased
|
|
|
2028
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$238K
|
+$230K
|
1
|
0.21%
|
New
|
|
|
2029
|
Cooper/Haims Advisors
Victor,
New York
|
$238K
|
+$115
|
1
|
0.18%
|
Increased
|
|
|
2030
|
Cresta Advisors
Laredo,
Texas
|
$238K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2031
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$238K
|
+$230K
|
1
|
0.18%
|
New
|
|
|
2032
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$238K
|
+$46.3K
|
1
|
0.12%
|
Increased
|
|
|
2033
|
RBF Capital
San Francisco,
California
|
$238K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Vigilant Capital Management
Portland,
Maine
|
$238K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$238K
|
+$575
|
1
|
0.09%
|
Increased
|
|
|
2036
|
Grandfield & Dodd
New York
|
$237K
|
+$4.48K
|
1
|
0.02%
|
Increased
|
|
|
2037
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$237K
|
-$46.3K
|
1
|
0.03%
|
Reduced
|
|
|
2038
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$237K
|
-$1.72K
|
1
|
0.08%
|
Reduced
|
|
|
2039
|
Members Trust
Tampa,
Florida
|
$237K
|
+$229K
|
1
|
0.01%
|
New
|
|
|
2040
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$235K
|
+$227K
|
1
|
0.17%
|
New
|
|
|
2041
|
Financial Perspectives
Minneapolis,
Minnesota
|
$235K
|
+$8.74K
|
1
|
0.1%
|
Increased
|
|
|
2042
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$235K
|
-$12.3K
|
1
|
0.08%
|
Reduced
|
|
|
2043
|
Calamos Wealth Management
Naperville,
Illinois
|
$233K
|
+$9.43K
|
1
|
0.02%
|
Increased
|
|
|
2044
|
Chapin Davis
Baltimore,
Maryland
|
$233K
|
+$115
|
1
|
0.11%
|
Increased
|
|
|
2045
|
SC&H Financial Advisors
Sparks,
Maryland
|
$232K
|
-$18.6K
|
1
|
0.08%
|
Reduced
|
|
|
2046
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$232K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2047
|
Dupont Capital Management
Wilmington,
Delaware
|
$230K
|
+$222K
|
1
|
0.01%
|
New
|
|
|
2048
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$230K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2049
|
Constitution Capital
Shelton,
Connecticut
|
$230K
|
-$23K
|
1
|
0.13%
|
Reduced
|
|
|
2050
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$230K
|
+$2.18K
|
1
|
0.15%
|
Increased
|
|