|
2026
|
|
$254K
|
-$83.1K
|
1
|
0.07%
|
Reduced
|
|
|
2027
|
Cowen Prime Advisors
New York
|
$254K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2028
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$254K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2029
|
First Command Bank
Fort Worth,
Texas
|
$254K
|
+$13.3K
|
1
|
0.14%
|
Increased
|
|
|
2030
|
First Command Financial Services
Fort Worth,
Texas
|
$254K
|
+$13.3K
|
1
|
0.14%
|
Increased
|
|
|
2031
|
Firsthand Capital Management
San Jose,
California
|
$254K
|
$0
|
2
|
0.19%
|
Maintained
|
|
|
2032
|
RGT Wealth Advisors
Dallas,
Texas
|
$253K
|
+$245K
|
1
|
0.14%
|
New
|
|
|
2033
|
Omnia Family Wealth
Aventura,
Florida
|
$252K
|
+$32.7K
|
3
|
0.12%
|
Increased
|
|
|
2034
|
Hendershot Investments
Centreville,
Virginia
|
$250K
|
+$247K
|
1
|
0.1%
|
New
|
|
|
2035
|
Sutton Wealth Advisors
Tampa,
Florida
|
$248K
|
-$61.8K
|
7
|
0.18%
|
Reduced
|
|
|
2036
|
Continuum Advisory
Eagle,
Idaho
|
$248K
|
-$10.9K
|
1
|
0.19%
|
Reduced
|
|
|
2037
|
DeDora Capital
Napa,
California
|
$247K
|
+$254K
|
1
|
0.2%
|
New
|
|
|
2038
|
Mission Wealth Management
Santa Barbara,
California
|
$247K
|
-$3.76K
|
1
|
0.04%
|
Reduced
|
|
|
2039
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$246K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2040
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$244K
|
-$9.81K
|
1
|
0.01%
|
Reduced
|
|
|
2041
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$244K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2042
|
Altavista Wealth Management
Asheville,
North Carolina
|
$243K
|
+$235K
|
1
|
0.1%
|
New
|
|
|
2043
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$243K
|
+$138K
|
1
|
0.06%
|
Increased
|
|
|
2044
|
Parsec Financial Management
Asheville,
North Carolina
|
$243K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2045
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$242K
|
-$27.2K
|
2
|
0.17%
|
Reduced
|
|
|
2046
|
Morningstar Investment Services
Chicago,
Illinois
|
$242K
|
-$212K
|
1
|
0%
|
Reduced
|
|
|
2047
|
Torray Investment Partners
Bethesda,
Maryland
|
$242K
|
+$234K
|
1
|
0.02%
|
New
|
|
|
2048
|
Planning Alternatives
Birmingham,
Michigan
|
$240K
|
-$4.16K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
L.J. Altfest & Co
New York
|
$238K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2050
|
Rockland Trust
Hanover,
Massachusetts
|
$238K
|
+$230K
|
1
|
0.03%
|
New
|
|