|
2026
|
AllSquare Wealth Management
Albany,
New York
|
$147K
|
+$10.8K
|
5
|
0.13%
|
Increased
|
|
|
2027
|
Integrated Wealth Counsel
Carmel,
California
|
$146K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2028
|
Monashee Investment Management
Boston,
Massachusetts
|
$146K
|
+$134K
|
1
|
0.07%
|
New
|
|
|
2029
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$145K
|
-$5.09K
|
3
|
0.09%
|
Reduced
|
|
|
2030
|
Delta Asset Management
Memphis,
Tennessee
|
$142K
|
-$195
|
3
|
0.02%
|
Reduced
|
|
|
2031
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$135K
|
$0
|
5
|
0.07%
|
Maintained
|
|
|
2032
|
Delphi Private Advisors
San Diego,
California
|
$134K
|
+$139K
|
4
|
0.24%
|
Increased
|
|
|
2033
|
Cordasco Financial Network
Naples,
Florida
|
$132K
|
+$123K
|
2
|
0.15%
|
Increased
|
|
|
2034
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$129K
|
+$126K
|
5
|
0.09%
|
New
|
|
|
2035
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$128K
|
+$244K
|
1
|
0.08%
|
New
|
|
|
2036
|
Tortoise Investment Management
White Plains,
New York
|
$125K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2037
|
Corrado Advisors
Ramsey,
New Jersey
|
$122K
|
+$7.02K
|
1
|
0.08%
|
Increased
|
|
|
2038
|
Florence Capital Advisors
New York
|
$121K
|
+$104K
|
3
|
0.13%
|
New
|
|
|
2039
|
Edge Wealth Management
New York
|
$119K
|
+$60.3K
|
8
|
0.05%
|
Increased
|
|
|
2040
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$119K
|
-$3K
|
2
|
0.06%
|
Reduced
|
|
|
2041
|
Thompson Investment Management
Madison,
Wisconsin
|
$118K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2042
|
City Holding Co
Charleston,
West Virginia
|
$117K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2043
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$112K
|
+$20.1K
|
4
|
0.1%
|
Increased
|
|
|
2044
|
Howe & Rusling
Rochester,
New York
|
$111K
|
-$61.5K
|
7
|
0.02%
|
Reduced
|
|
|
2045
|
Vigilant Capital Management
Portland,
Maine
|
$107K
|
-$31.7K
|
5
|
0.02%
|
Reduced
|
|
|
2046
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$106K
|
+$105K
|
1
|
0.04%
|
New
|
|
|
2047
|
Lee Financial
Dallas,
Texas
|
$106K
|
+$105K
|
6
|
0.06%
|
New
|
|
|
2048
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$104K
|
+$90.9K
|
4
|
0.06%
|
Increased
|
|
|
2049
|
Wealthcare Capital Management
Richmond,
Virginia
|
$103K
|
-$7.85K
|
1
|
0.01%
|
Reduced
|
|
|
2050
|
Omnia Family Wealth
Aventura,
Florida
|
$102K
|
+$103K
|
5
|
0.05%
|
New
|
|