|
2026
|
Daiwa SB Investments
Tokyo,
Japan
|
$184K
|
-$6.92K
|
2
|
0.05%
|
Reduced
|
|
|
2027
|
Hollencrest Capital Management
Newport Beach,
California
|
$184K
|
-$2.61K
|
1
|
0.03%
|
Reduced
|
|
|
2028
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$181K
|
-$12.5K
|
4
|
0.04%
|
Reduced
|
|
|
2029
|
Fayez Sarofim & Co
Houston,
Texas
|
$178K
|
+$19.8K
|
1
|
0%
|
Increased
|
|
|
2030
|
Confluence Wealth Management
Portland,
Oregon
|
$175K
|
-$238K
|
1
|
0.09%
|
Reduced
|
|
|
2031
|
RFG Advisory
Birmingham,
Alabama
|
$172K
|
-$2.21K
|
1
|
0.15%
|
Reduced
|
|
|
2032
|
Pettee Investors
Rowayton,
Connecticut
|
$170K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2033
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$166K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2034
|
Becker Capital Management
Portland,
Oregon
|
$165K
|
+$25.4K
|
1
|
0.01%
|
Increased
|
|
|
2035
|
Cypress Capital Group
Palm Beach,
Florida
|
$162K
|
+$170K
|
1
|
0.04%
|
New
|
|
|
2036
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$162K
|
-$5.23K
|
1
|
0.03%
|
Reduced
|
|
|
2037
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$157K
|
-$6K
|
4
|
0.17%
|
Reduced
|
|
|
2038
|
Investment Partners
New Philadelphia,
Ohio
|
$155K
|
-$540K
|
1
|
0.15%
|
Reduced
|
|
|
2039
|
Summit Asset Management
Memphis,
Tennessee
|
$154K
|
+$23.7K
|
1
|
0.1%
|
Increased
|
|
|
2040
|
CKW Financial Group
Honolulu,
Hawaii
|
$153K
|
$0
|
4
|
0.05%
|
Maintained
|
|
|
2041
|
Penbrook Management
New York
|
$153K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2042
|
Welch Group
Birmingham,
Alabama
|
$153K
|
-$7.19K
|
1
|
0.03%
|
Reduced
|
|
|
2043
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$152K
|
$0
|
3
|
0.48%
|
Maintained
|
|
|
2044
|
Maple Capital Management
Montpelier,
Vermont
|
$151K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2045
|
Stockman Wealth Management
Billings,
Montana
|
$146K
|
-$3.03K
|
1
|
0.11%
|
Reduced
|
|
|
2046
|
Personal Capital Advisors
Redwood City,
California
|
$143K
|
+$150K
|
1
|
0.01%
|
New
|
|
|
2047
|
Maryland Capital Management
Towson,
Maryland
|
$142K
|
-$10.5K
|
1
|
0.02%
|
Reduced
|
|
|
2048
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$141K
|
-$48.8K
|
4
|
0.09%
|
Reduced
|
|
|
2049
|
SRB Corp
Boston,
Massachusetts
|
$141K
|
-$154K
|
1
|
0.02%
|
Reduced
|
|
|
2050
|
Tarbox Family Office
Newport Beach,
California
|
$139K
|
-$12K
|
6
|
0.1%
|
Reduced
|
|