|
2026
|
|
$650K
|
+$4.51K
|
1
|
1.45%
|
Increased
|
|
|
2027
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$649K
|
+$14.2K
|
4
|
0.31%
|
Increased
|
|
|
2028
|
Capstone Investment Advisors (Netherlands)
New York
|
$644K
|
-$7.97K
|
3
|
1.82%
|
Reduced
|
|
|
2029
|
Willow Creek Wealth Management
Sebastopol,
California
|
$643K
|
-$43.1K
|
1
|
0.44%
|
Reduced
|
|
|
2030
|
CSS LLC
Chicago,
Illinois
|
$642K
|
+$206K
|
5
|
0.04%
|
Increased
|
|
|
2031
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$637K
|
-$3.82K
|
1
|
0.55%
|
Reduced
|
|
|
2032
|
Torch Wealth Management
Cincinnati,
Ohio
|
$629K
|
+$65
|
2
|
0.42%
|
Increased
|
|
|
2033
|
Alpha Windward
Westwood,
Massachusetts
|
$627K
|
+$35.9K
|
2
|
0.41%
|
Increased
|
|
|
2034
|
Smith, Moore & Co
Clayton,
Missouri
|
$627K
|
+$83.4K
|
1
|
0.23%
|
Increased
|
|
|
2035
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$615K
|
+$590K
|
1
|
0.53%
|
New
|
|
|
2036
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$611K
|
+$64.9K
|
1
|
0.12%
|
Increased
|
|
|
2037
|
PVG Asset Management
Golden,
Colorado
|
$609K
|
+$591K
|
1
|
0.19%
|
New
|
|
|
2038
|
Highlander Capital Management
Short Hills,
New Jersey
|
$608K
|
+$16.2K
|
3
|
0.5%
|
Increased
|
|
|
2039
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$605K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2040
|
CMT Asset Management
Chicago,
Illinois
|
$604K
|
+$406K
|
1
|
0.05%
|
Increased
|
|
|
2041
|
Delta Asset Management
Memphis,
Tennessee
|
$603K
|
+$19.9K
|
6
|
0.1%
|
Increased
|
|
|
2042
|
Ronald Blue & Co
Roswell,
Georgia
|
$603K
|
+$21.4K
|
1
|
0.02%
|
Increased
|
|
|
2043
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$601K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2044
|
Sutton Wealth Advisors
Tampa,
Florida
|
$599K
|
+$45.5K
|
7
|
0.5%
|
Increased
|
|
|
2045
|
|
$596K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2046
|
Round Table Services
Westfield,
New Jersey
|
$596K
|
-$35.7K
|
1
|
0.21%
|
Reduced
|
|
|
2047
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$592K
|
+$139K
|
1
|
0.08%
|
Increased
|
|
|
2048
|
Wimmer Associates 1
Pasadena,
California
|
$590K
|
+$18.8K
|
1
|
0.55%
|
Increased
|
|
|
2049
|
Berkeley Capital Partners
Milton,
Georgia
|
$589K
|
-$54K
|
1
|
0.4%
|
Reduced
|
|
|
2050
|
Neumann Capital Management
Foster City,
California
|
$589K
|
-$90.8K
|
1
|
0.38%
|
Reduced
|
|