|
2026
|
MTM Investment Management
Spartanburg,
South Carolina
|
$31K
|
+$211
|
1
|
0.02%
|
Increased
|
|
|
2027
|
Standard Family Office
Sioux Falls,
South Dakota
|
$31K
|
+$4K
|
3
|
0.01%
|
Increased
|
|
|
2028
|
Artemis Wealth Advisors
New York
|
$31K
|
-$123K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
Versant Capital Management
Phoenix,
Arizona
|
$30K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2030
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$29K
|
+$6.81K
|
1
|
0.02%
|
Increased
|
|
|
2031
|
First Community Trust
Dubuque,
Iowa
|
$29K
|
-$17.5K
|
2
|
0.04%
|
Reduced
|
|
|
2032
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2033
|
Krilogy Financial
St. Louis,
Missouri
|
$29K
|
+$37.2K
|
1
|
0%
|
New
|
|
|
2034
|
MV Capital Management
Bethesda,
Maryland
|
$29K
|
+$2.63K
|
3
|
0%
|
Increased
|
|
|
2035
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$29K
|
-$4.66K
|
3
|
0.02%
|
Reduced
|
|
|
2036
|
CWA Asset Management Group
Naples,
Florida
|
$28K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$27K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2038
|
Valley Wealth Managers
Paramus,
New Jersey
|
$26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2039
|
Abound Wealth Management
Franklin,
Tennessee
|
$26K
|
+$28.7K
|
3
|
0.01%
|
New
|
|
|
2040
|
Atwood & Palmer
Kansas City,
Missouri
|
$25K
|
-$346
|
3
|
0%
|
Reduced
|
|
|
2041
|
Central Bank & Trust
Lexington,
Kentucky
|
$25K
|
-$74.6K
|
2
|
0.01%
|
Reduced
|
|
|
2042
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$24K
|
-$6K
|
4
|
0.01%
|
Reduced
|
|
|
2043
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$24K
|
+$29.4K
|
4
|
0.01%
|
New
|
|
|
2044
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$23K
|
+$2.59K
|
3
|
0.02%
|
Increased
|
|
|
2045
|
Moser Wealth Advisors
Bellevue,
Washington
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2046
|
Old North State Trust
Greensboro,
North Carolina
|
$23K
|
+$23.9K
|
2
|
0.02%
|
New
|
|
|
2047
|
St. Johns Investment Management
Jacksonville,
Florida
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2048
|
West Branch Capital
Amherst,
Massachusetts
|
$22K
|
+$5.1K
|
3
|
0.01%
|
Increased
|
|
|
2049
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$21.7K
|
+$9.86K
|
1
|
0%
|
Increased
|
|
|
2050
|
Castleview Partners
Dallas,
Texas
|
$21K
|
-$27.8K
|
3
|
0.02%
|
Reduced
|
|