|
2026
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$262K
|
+$1.13K
|
1
|
0.05%
|
Increased
|
|
|
2027
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$258K
|
-$36.4K
|
3
|
0.11%
|
Reduced
|
|
|
2028
|
HMS Capital Management
Nashville,
Tennessee
|
$256K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2029
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$256K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2030
|
Sutton Wealth Advisors
Tampa,
Florida
|
$256K
|
+$9.24K
|
7
|
0.17%
|
Increased
|
|
|
2031
|
Fairview Capital Investment Management
Greenbrae,
California
|
$255K
|
+$243K
|
1
|
0.01%
|
New
|
|
|
2032
|
Crabel Capital Management
Los Angeles,
California
|
$254K
|
+$239K
|
1
|
0.12%
|
New
|
|
|
2033
|
Torray Investment Partners
Bethesda,
Maryland
|
$254K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2034
|
Omnia Family Wealth
Aventura,
Florida
|
$252K
|
+$3.21K
|
2
|
0.12%
|
Increased
|
|
|
2035
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$252K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2036
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$250K
|
+$49.9K
|
1
|
0.17%
|
Increased
|
|
|
2037
|
Garner Asset Management Corp
Plano,
Texas
|
$249K
|
-$43.6K
|
1
|
0.19%
|
Reduced
|
|
|
2038
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$249K
|
$0
|
3
|
0.2%
|
Maintained
|
|
|
2039
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$248K
|
+$234K
|
1
|
0.07%
|
New
|
|
|
2040
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$247K
|
-$142
|
1
|
0.11%
|
Reduced
|
|
|
2041
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$247K
|
-$10.9K
|
1
|
0.06%
|
Reduced
|
|
|
2042
|
Old North State Trust
Greensboro,
North Carolina
|
$247K
|
+$239K
|
3
|
0.23%
|
New
|
|
|
2043
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$245K
|
+$15.9K
|
2
|
0.16%
|
Increased
|
|
|
2044
|
SFMG Wealth Advisors
Plano,
Texas
|
$245K
|
-$7.09K
|
1
|
0.04%
|
Reduced
|
|
|
2045
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$245K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2046
|
Hudock Inc
Williamsport,
Pennsylvania
|
$243K
|
-$5.53K
|
3
|
0.09%
|
Reduced
|
|
|
2047
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$242K
|
-$7.79K
|
1
|
0.12%
|
Reduced
|
|
|
2048
|
First Western Capital Management
Los Angeles,
California
|
$242K
|
-$37.3K
|
1
|
1.09%
|
Reduced
|
|
|
2049
|
Evanson Asset Management
Carmel,
California
|
$241K
|
-$1.56K
|
1
|
0.05%
|
Reduced
|
|
|
2050
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$241K
|
+$227K
|
1
|
0.03%
|
New
|
|