|
2026
|
Sutton Wealth Advisors
Tampa,
Florida
|
$582K
|
+$20K
|
8
|
0.46%
|
Increased
|
|
|
2027
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$577K
|
+$23.2K
|
2
|
0.51%
|
Increased
|
|
|
2028
|
Highlander Capital Management
Short Hills,
New Jersey
|
$576K
|
$0
|
3
|
0.45%
|
Maintained
|
|
|
2029
|
Tirschwell & Loewy
New York
|
$576K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2030
|
Torch Wealth Management
Cincinnati,
Ohio
|
$574K
|
-$3.19K
|
2
|
0.4%
|
Reduced
|
|
|
2031
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$571K
|
-$45.9K
|
4
|
0.26%
|
Reduced
|
|
|
2032
|
|
$569K
|
+$18.2K
|
1
|
0.05%
|
Increased
|
|
|
2033
|
Smith, Moore & Co
Clayton,
Missouri
|
$569K
|
-$12.5K
|
1
|
0.19%
|
Reduced
|
|
|
2034
|
|
$562K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2035
|
Ronald Blue & Co
Roswell,
Georgia
|
$561K
|
+$1.86K
|
1
|
0.02%
|
Increased
|
|
|
2036
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$560K
|
+$7.79K
|
1
|
0.51%
|
Increased
|
|
|
2037
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$560K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2038
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$556K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2039
|
Delta Asset Management
Memphis,
Tennessee
|
$554K
|
-$3.65K
|
5
|
0.09%
|
Reduced
|
|
|
2040
|
Accuvest Global Advisors
Provo,
Utah
|
$552K
|
+$575K
|
1
|
0.18%
|
New
|
|
|
2041
|
IMS Capital Management
Portland,
Oregon
|
$552K
|
+$361K
|
1
|
0.52%
|
Increased
|
|
|
2042
|
Wimmer Associates 1
Pasadena,
California
|
$550K
|
+$3.97K
|
1
|
0.51%
|
Increased
|
|
|
2043
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$548K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2044
|
Israel Discount Bank of New York
New York
|
$547K
|
+$339K
|
3
|
0.44%
|
Increased
|
|
|
2045
|
Round Table Services
Westfield,
New Jersey
|
$547K
|
-$5.86K
|
1
|
0.2%
|
Reduced
|
|
|
2046
|
Neumann Capital Management
Foster City,
California
|
$545K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2047
|
Univest Financial
Souderton,
Pennsylvania
|
$545K
|
+$28.2K
|
1
|
0.23%
|
Increased
|
|
|
2048
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$544K
|
+$9.51K
|
1
|
0.27%
|
Increased
|
|
|
2049
|
Gilbert & Cook
West Des Moines,
Iowa
|
$542K
|
+$276K
|
1
|
0.19%
|
Increased
|
|
|
2050
|
Camelot Portfolios
Maumee,
Ohio
|
$538K
|
-$621K
|
2
|
0.27%
|
Reduced
|
|