|
2026
|
Stockman Wealth Management
Billings,
Montana
|
$329K
|
+$20.1K
|
1
|
0.16%
|
Increased
|
|
|
2027
|
Harfst & Associates
Sheridan,
Wyoming
|
$328K
|
-$153K
|
1
|
0.14%
|
Reduced
|
|
|
2028
|
Hays Advisory
Franklin,
Tennessee
|
$323K
|
+$20.1K
|
1
|
0.09%
|
Increased
|
|
|
2029
|
Boston Common Asset Management
Boston,
Massachusetts
|
$320K
|
-$379K
|
1
|
0.04%
|
Reduced
|
|
|
2030
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$319K
|
-$180K
|
1
|
0.05%
|
Reduced
|
|
|
2031
|
Cambridge Advisors
Omaha,
Nebraska
|
$317K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2032
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$315K
|
+$5.74K
|
4
|
0.25%
|
Increased
|
|
|
2033
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$314K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2034
|
Trust Asset Management
Houston,
Texas
|
$314K
|
-$1.84K
|
3
|
0.11%
|
Reduced
|
|
|
2035
|
AllSquare Wealth Management
Albany,
New York
|
$312K
|
+$278K
|
6
|
0.26%
|
Increased
|
|
|
2036
|
Private Vista
Chicago,
Illinois
|
$312K
|
+$53.1K
|
1
|
0.07%
|
Increased
|
|
|
2037
|
E.S. Barr & Co
Lexington,
Kentucky
|
$311K
|
-$22.8K
|
1
|
0.03%
|
Reduced
|
|
|
2038
|
Asset Dedication LLC
San Francisco,
California
|
$310K
|
-$79.5K
|
5
|
0.15%
|
Reduced
|
|
|
2039
|
Dillon & Associates
Jackson,
Michigan
|
$308K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2040
|
West Paces Advisors
Atlanta,
Georgia
|
$307K
|
-$8.54K
|
5
|
0.23%
|
Reduced
|
|
|
2041
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$305K
|
+$33.8K
|
1
|
0.08%
|
Increased
|
|
|
2042
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$305K
|
-$39.6K
|
1
|
0.24%
|
Reduced
|
|
|
2043
|
Syntal Capital Partners
Midland,
Texas
|
$303K
|
+$74.7K
|
1
|
0.22%
|
Increased
|
|
|
2044
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$302K
|
+$45.4K
|
1
|
0.18%
|
Increased
|
|
|
2045
|
Texas Capital Bancshares
Dallas,
Texas
|
$302K
|
-$236K
|
1
|
0.67%
|
Reduced
|
|
|
2046
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$300K
|
+$1.73K
|
1
|
0.21%
|
Increased
|
|
|
2047
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$298K
|
+$137K
|
8
|
0.22%
|
Increased
|
|
|
2048
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$295K
|
-$3.72M
|
1
|
0.06%
|
Reduced
|
|
|
2049
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$294K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2050
|
First Command Bank
Fort Worth,
Texas
|
$292K
|
-$102K
|
4
|
0.18%
|
Reduced
|
|