|
2026
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$1.95M
|
-$8.35K
|
1
|
0.82%
|
Reduced
|
|
|
2027
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.95M
|
-$4.77K
|
1
|
0.74%
|
Reduced
|
|
|
2028
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.95M
|
-$21.9K
|
1
|
1.1%
|
Reduced
|
|
|
2029
|
White Wing Wealth Management
The Wodlands,
Texas
|
$1.95M
|
-$11.5K
|
1
|
1.02%
|
Reduced
|
|
|
2030
|
Crux Wealth Advisors
Long Beach,
California
|
$1.95M
|
+$39.4K
|
1
|
0.67%
|
Increased
|
|
|
2031
|
MFG Wealth Management
Indianapolis,
Indiana
|
$1.95M
|
+$57.7K
|
1
|
1.39%
|
Increased
|
|
|
2032
|
Diametric Capital
Boston,
Massachusetts
|
$1.94M
|
+$1.69M
|
2
|
0.21%
|
Increased
|
|
|
2033
|
LifeWealth Investments
Winter Garden,
Florida
|
$1.94M
|
-$17.1K
|
1
|
0.52%
|
Reduced
|
|
|
2034
|
Sittner & Nelson
Eugene,
Oregon
|
$1.94M
|
-$5.57K
|
1
|
0.61%
|
Reduced
|
|
|
2035
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.94M
|
+$102K
|
1
|
0.39%
|
Increased
|
|
|
2036
|
Calton & Associates
Tampa,
Florida
|
$1.94M
|
-$480K
|
1
|
0.28%
|
Reduced
|
|
|
2037
|
Sachetta
Lynnfield,
Massachusetts
|
$1.94M
|
-$85.7K
|
3
|
0.94%
|
Reduced
|
|
|
2038
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.94M
|
-$300K
|
1
|
0.1%
|
Reduced
|
|
|
2039
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.93M
|
+$329K
|
1
|
0.37%
|
Increased
|
|
|
2040
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.93M
|
-$7.95K
|
2
|
0.08%
|
Reduced
|
|
|
2041
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.93M
|
+$237K
|
2
|
0.21%
|
Increased
|
|
|
2042
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$1.93M
|
+$286K
|
1
|
0.9%
|
Increased
|
|
|
2043
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.92M
|
+$961K
|
2
|
0.2%
|
Increased
|
|
|
2044
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.92M
|
-$51.7K
|
1
|
0.05%
|
Reduced
|
|
|
2045
|
Delta Investment Management
San Francisco,
California
|
$1.92M
|
-$1.14M
|
1
|
0.32%
|
Reduced
|
|
|
2046
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$1.92M
|
+$143K
|
1
|
0.47%
|
Increased
|
|
|
2047
|
CVFG LLC
Shelbyville,
Indiana
|
$1.92M
|
-$89.9K
|
1
|
0.2%
|
Reduced
|
|
|
2048
|
BetterWealth
San Jose,
California
|
$1.92M
|
-$795
|
1
|
0.34%
|
Reduced
|
|
|
2049
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.92M
|
+$326K
|
1
|
0.08%
|
Increased
|
|
|
2050
|
Trilogy Capital
Irvine,
California
|
$1.92M
|
-$196K
|
1
|
0.07%
|
Reduced
|
|