|
2026
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$303K
|
+$40K
|
1
|
0.18%
|
Increased
|
|
|
2027
|
Tarbox Family Office
Newport Beach,
California
|
$303K
|
+$9.02K
|
7
|
0.13%
|
Increased
|
|
|
2028
|
Israel Discount Bank of New York
New York
|
$302K
|
+$67.4K
|
4
|
0.23%
|
Increased
|
|
|
2029
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$300K
|
-$270K
|
6
|
0.28%
|
Reduced
|
|
|
2030
|
Empirical Wealth Management
Seattle,
Washington
|
$299K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2031
|
Avidian Wealth Enterprises
Houston,
Texas
|
$297K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2032
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$295K
|
-$10.9K
|
1
|
0.07%
|
Reduced
|
|
|
2033
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$294K
|
+$11K
|
4
|
0.23%
|
Increased
|
|
|
2034
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$292K
|
+$287K
|
1
|
0.16%
|
New
|
|
|
2035
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$292K
|
+$9.92K
|
1
|
0.12%
|
Increased
|
|
|
2036
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$291K
|
-$124K
|
1
|
0.1%
|
Reduced
|
|
|
2037
|
Alpha Cubed Investments
Irvine,
California
|
$289K
|
+$279K
|
2
|
0.04%
|
New
|
|
|
2038
|
Lehman Financial Resources
Media,
Pennsylvania
|
$289K
|
-$18.7K
|
1
|
0.15%
|
Reduced
|
|
|
2039
|
Asset Advisors Corp
Augusta,
Georgia
|
$284K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2040
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$284K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2041
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$284K
|
+$279K
|
3
|
0.63%
|
Increased
|
|
|
2042
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$280K
|
+$16.9K
|
1
|
0.44%
|
Increased
|
|
|
2043
|
Family Legacy Inc
Greenville,
South Carolina
|
$279K
|
-$91.8K
|
1
|
0.71%
|
Reduced
|
|
|
2044
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$279K
|
+$271K
|
1
|
0.04%
|
New
|
|
|
2045
|
Washington Capital Management
Seattle,
Washington
|
$279K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2046
|
V Wealth Advisors
Overland Park,
Kansas
|
$277K
|
+$97.3K
|
1
|
0.14%
|
Increased
|
|
|
2047
|
Point72 Hong Kong
Hong Kong
|
$276K
|
+$142K
|
10
|
0.2%
|
Increased
|
|
|
2048
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$275K
|
-$16.8K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
REDW Wealth
Albuquerque,
New Mexico
|
$274K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2050
|
Global Retirement Partners
San Rafael,
California
|
$271K
|
+$55.4K
|
7
|
0.11%
|
Increased
|
|