|
2026
|
Wedgewood Investors
Erie,
Pennsylvania
|
$219K
|
-$3.48K
|
1
|
0.3%
|
Reduced
|
|
|
2027
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$219K
|
+$14.3K
|
1
|
0.18%
|
Increased
|
|
|
2028
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$219K
|
+$229K
|
1
|
0.1%
|
New
|
|
|
2029
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$219K
|
-$37.4K
|
1
|
0.09%
|
Reduced
|
|
|
2030
|
Callan Family Office
Radnor,
Pennsylvania
|
$219K
|
-$27.3K
|
1
|
0.06%
|
Reduced
|
|
|
2031
|
KPP Advisory Services
Louisville,
Kentucky
|
$218K
|
+$228K
|
1
|
0.07%
|
New
|
|
|
2032
|
LexAurum Advisors
Overland Park,
Kansas
|
$218K
|
-$40K
|
1
|
0.06%
|
Reduced
|
|
|
2033
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$218K
|
-$10.7K
|
1
|
0.13%
|
Reduced
|
|
|
2034
|
Chapin Davis
Baltimore,
Maryland
|
$217K
|
+$116
|
1
|
0.1%
|
Increased
|
|
|
2035
|
Fort LP
Chevy Chase,
Maryland
|
$217K
|
+$227K
|
1
|
0.6%
|
New
|
|
|
2036
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$217K
|
+$9.86K
|
1
|
0.27%
|
Increased
|
|
|
2037
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$216K
|
+$5.34K
|
1
|
0.09%
|
Increased
|
|
|
2038
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$214K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2039
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$214K
|
-$31.9K
|
1
|
0.06%
|
Reduced
|
|
|
2040
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$214K
|
+$9.51K
|
1
|
0.05%
|
Increased
|
|
|
2041
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$214K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2042
|
Baystate Wealth Management
Boston,
Massachusetts
|
$212K
|
-$1.04K
|
1
|
0.02%
|
Reduced
|
|
|
2043
|
V-Square Quantitative Management
Chicago,
Illinois
|
$212K
|
+$206K
|
1
|
0.09%
|
Increased
|
|
|
2044
|
Chilton Investment Company
Stamford,
Connecticut
|
$212K
|
-$49.2K
|
1
|
0.01%
|
Reduced
|
|
|
2045
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$212K
|
+$221K
|
1
|
0.05%
|
New
|
|
|
2046
|
Trilogy Capital
Irvine,
California
|
$211K
|
-$15.8K
|
1
|
0.01%
|
Reduced
|
|
|
2047
|
Sandler Capital Management
New York
|
$211K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2048
|
Roundview Capital
Princeton,
New Jersey
|
$211K
|
+$348
|
1
|
0.02%
|
Increased
|
|
|
2049
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$210K
|
-$390K
|
1
|
0.15%
|
Reduced
|
|
|
2050
|
Old Port Advisors
Portland,
Maine
|
$210K
|
+$219K
|
1
|
0.08%
|
New
|
|