|
2026
|
Barrett & Company
Providence,
Rhode Island
|
$178K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2027
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$164K
|
-$2.97M
|
2
|
0.03%
|
Reduced
|
|
|
2028
|
Private Wealth Management Group
Princeton,
New Jersey
|
$164K
|
-$820
|
3
|
0.07%
|
Reduced
|
|
|
2029
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$163K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2030
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$158K
|
+$31.4K
|
1
|
0.01%
|
Increased
|
|
|
2031
|
Covestor
London,
United Kingdom
|
$155K
|
-$350K
|
4
|
0.1%
|
Reduced
|
|
|
2032
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$152K
|
-$28.8K
|
2
|
0.07%
|
Reduced
|
|
|
2033
|
|
$149K
|
+$132K
|
1
|
0.08%
|
New
|
|
|
2034
|
Bruce G. Allen Investments
Denver,
Colorado
|
$148K
|
-$5.2K
|
1
|
0.12%
|
Reduced
|
|
|
2035
|
|
$143K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2036
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$139K
|
+$35.6K
|
2
|
0.03%
|
Increased
|
|
|
2037
|
POM Investment Strategies
Raleigh,
North Carolina
|
$139K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2038
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$138K
|
+$120K
|
2
|
0.05%
|
New
|
|
|
2039
|
Concord Wealth Partners
Abingdon,
Virginia
|
$137K
|
+$15.6K
|
1
|
0.02%
|
Increased
|
|
|
2040
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$137K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2041
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$136K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2042
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$136K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2043
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$135K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2044
|
Hollencrest Capital Management
Newport Beach,
California
|
$134K
|
-$404K
|
2
|
0.01%
|
Reduced
|
|
|
2045
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$134K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2046
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$133K
|
-$8.2K
|
1
|
0.72%
|
Reduced
|
|
|
2047
|
Hoese & Co
Glencoe,
Minnesota
|
$131K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
2048
|
Centennial Bank
Conway,
Arkansas
|
$130K
|
-$43.2K
|
1
|
0.07%
|
Reduced
|
|
|
2049
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$129K
|
-$10.4K
|
1
|
0.06%
|
Reduced
|
|
|
2050
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$122K
|
+$60.1K
|
1
|
0.01%
|
Increased
|
|