|
2026
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$206K
|
+$197K
|
1
|
0.01%
|
New
|
|
|
2027
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$206K
|
-$12.5K
|
1
|
0.03%
|
Reduced
|
|
|
2028
|
Dearborn Partners
Chicago,
Illinois
|
$206K
|
+$542
|
1
|
0.01%
|
Increased
|
|
|
2029
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$205K
|
-$9.75K
|
1
|
0.1%
|
Reduced
|
|
|
2030
|
PDS Planning
Dublin,
Ohio
|
$204K
|
+$195K
|
1
|
0.02%
|
New
|
|
|
2031
|
Park Square Financial Group
Roswell,
Georgia
|
$204K
|
+$296
|
6
|
0.15%
|
Increased
|
|
|
2032
|
Cary Street Partners
Richmond,
Virginia
|
$203K
|
+$195K
|
2
|
0.01%
|
New
|
|
|
2033
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$203K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Alta Advisers
London,
United Kingdom
|
$203K
|
+$193K
|
1
|
0.07%
|
New
|
|
|
2035
|
Quotient Wealth Partners
Dallas,
Texas
|
$202K
|
+$193K
|
1
|
0.01%
|
New
|
|
|
2036
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$202K
|
+$193K
|
1
|
0%
|
New
|
|
|
2037
|
Hohimer Wealth Management
Seattle,
Washington
|
$201K
|
+$190K
|
1
|
0.04%
|
New
|
|
|
2038
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$200K
|
+$191K
|
1
|
0.13%
|
New
|
|
|
2039
|
WealthCollab
Bellevue,
Washington
|
$200K
|
+$14.6K
|
13
|
0.11%
|
Increased
|
|
|
2040
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$199K
|
+$190K
|
1
|
0.19%
|
New
|
|
|
2041
|
Golden State Wealth Management
Santa Ana,
California
|
$197K
|
-$110K
|
8
|
0.02%
|
Reduced
|
|
|
2042
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$196K
|
-$10.9K
|
3
|
0.14%
|
Reduced
|
|
|
2043
|
Tortoise Investment Management
White Plains,
New York
|
$195K
|
+$7.24K
|
11
|
0.02%
|
Increased
|
|
|
2044
|
American Capital Advisory
Ketchum,
Idaho
|
$194K
|
+$1.01K
|
5
|
0.1%
|
Increased
|
|
|
2045
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$194K
|
+$2.88K
|
9
|
0.02%
|
Increased
|
|
|
2046
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$194K
|
+$164K
|
20
|
0.06%
|
New
|
|
|
2047
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$183K
|
-$11.1K
|
4
|
0.03%
|
Reduced
|
|
|
2048
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$181K
|
+$4.82K
|
6
|
0.07%
|
Increased
|
|
|
2049
|
Rise Advisors
Rochester,
New York
|
$175K
|
-$8.4K
|
17
|
0.07%
|
Reduced
|
|
|
2050
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$172K
|
$0
|
6
|
0.05%
|
Maintained
|
|