|
2026
|
Trustco Bank (New York)
Albany,
New York
|
$263K
|
+$292K
|
1
|
0.49%
|
New
|
|
|
2027
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$262K
|
-$12.4K
|
1
|
0.08%
|
Reduced
|
|
|
2028
|
Torch Wealth Management
Cincinnati,
Ohio
|
$262K
|
-$11.5K
|
1
|
0.19%
|
Reduced
|
|
|
2029
|
Addison Capital
Conshohocken,
Pennsylvania
|
$261K
|
-$19.9K
|
1
|
0.23%
|
Reduced
|
|
|
2030
|
Capital Bank & Trust
Irvine,
California
|
$261K
|
-$35.6K
|
1
|
0%
|
Reduced
|
|
|
2031
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$261K
|
-$12.4K
|
1
|
0.08%
|
Reduced
|
|
|
2032
|
Cowen Prime Advisors
New York
|
$260K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2033
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$260K
|
-$22.1K
|
1
|
0.17%
|
Reduced
|
|
|
2034
|
Crow Point Partners
Boston,
Massachusetts
|
$259K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2035
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$259K
|
-$12.3K
|
1
|
0.05%
|
Reduced
|
|
|
2036
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$257K
|
-$196K
|
4
|
0.4%
|
Reduced
|
|
|
2037
|
Cabot-Wellington
Boston,
Massachusetts
|
$256K
|
-$12.3K
|
1
|
0.17%
|
Reduced
|
|
|
2038
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$256K
|
+$285K
|
1
|
0.27%
|
New
|
|
|
2039
|
One Wealth Advisors
San Francisco,
California
|
$256K
|
+$135K
|
1
|
0.26%
|
Increased
|
|
|
2040
|
USA Financial Formulas
Ada,
Michigan
|
$255K
|
-$421K
|
1
|
0.06%
|
Reduced
|
|
|
2041
|
Sutton Wealth Advisors
Tampa,
Florida
|
$254K
|
+$45K
|
6
|
0.16%
|
Increased
|
|
|
2042
|
American Economic Planning Group
Warren,
New Jersey
|
$254K
|
-$12.2K
|
1
|
0.08%
|
Reduced
|
|
|
2043
|
Goodman Financial
Houston,
Texas
|
$254K
|
-$12K
|
1
|
0.14%
|
Reduced
|
|
|
2044
|
Private Wealth Partners
Mill Valley,
California
|
$253K
|
-$12K
|
1
|
0.05%
|
Reduced
|
|
|
2045
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$252K
|
+$276K
|
1
|
0.11%
|
New
|
|
|
2046
|
Norway Savings Bank
Portland,
Maine
|
$252K
|
+$69.3K
|
2
|
0.25%
|
Increased
|
|
|
2047
|
SSI Investment Management
Los Angeles,
California
|
$252K
|
-$15K
|
1
|
0.02%
|
Reduced
|
|
|
2048
|
Maryland Capital Management
Towson,
Maryland
|
$251K
|
-$28K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
Mission Wealth Management
Santa Barbara,
California
|
$249K
|
+$20.6K
|
1
|
0.03%
|
Increased
|
|
|
2050
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$249K
|
-$3.82K
|
3
|
0.1%
|
Reduced
|
|