|
2026
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$262K
|
-$7.01K
|
1
|
0.11%
|
Reduced
|
|
|
2027
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$262K
|
-$78.4K
|
1
|
0.1%
|
Reduced
|
|
|
2028
|
Starfire Investment Advisers
Southfield,
Michigan
|
$260K
|
+$270K
|
1
|
0.17%
|
New
|
|
|
2029
|
Grimes & Company
Westborough,
Massachusetts
|
$259K
|
+$11.3K
|
1
|
0.06%
|
Increased
|
|
|
2030
|
Trustco Bank (New York)
Albany,
New York
|
$259K
|
-$205K
|
1
|
0.25%
|
Reduced
|
|
|
2031
|
Waverly Advisors
Birmingham,
Alabama
|
$258K
|
-$2.17M
|
3
|
0.13%
|
Reduced
|
|
|
2032
|
Farmers National Bank
Danville,
Kentucky
|
$257K
|
+$267K
|
1
|
0.19%
|
New
|
|
|
2033
|
Beacon Trust
Morristown,
New Jersey
|
$256K
|
+$2.57K
|
1
|
0.04%
|
Increased
|
|
|
2034
|
Calamos Wealth Management
Naperville,
Illinois
|
$254K
|
-$808K
|
1
|
0.06%
|
Reduced
|
|
|
2035
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$254K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Coldstream Capital Management
Bellevue,
Washington
|
$253K
|
-$173K
|
1
|
0.07%
|
Reduced
|
|
|
2037
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$252K
|
+$2.33K
|
1
|
0.16%
|
Increased
|
|
|
2038
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$250K
|
+$582
|
1
|
0.13%
|
Increased
|
|
|
2039
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$250K
|
-$356K
|
1
|
0.04%
|
Reduced
|
|
|
2040
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$250K
|
-$386K
|
8
|
0.02%
|
Reduced
|
|
|
2041
|
Choreo LLC
Rockford,
Illinois
|
$246K
|
-$448K
|
1
|
0.06%
|
Reduced
|
|
|
2042
|
Edge Wealth Management
New York
|
$246K
|
-$230K
|
4
|
0.08%
|
Reduced
|
|
|
2043
|
Mariner Wealth Advisors (NYC)
Overland Park,
Kansas
|
$246K
|
+$239K
|
8
|
0.12%
|
New
|
|
|
2044
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$246K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2045
|
Stone Ridge Asset Management
New York
|
$246K
|
-$450K
|
1
|
0.61%
|
Reduced
|
|
|
2046
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$245K
|
-$211K
|
1
|
0.06%
|
Reduced
|
|
|
2047
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$244K
|
-$161K
|
1
|
0.12%
|
Reduced
|
|
|
2048
|
Windsor Capital Management
Phoenix,
Arizona
|
$243K
|
+$253K
|
1
|
0.14%
|
New
|
|
|
2049
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$242K
|
-$531K
|
1
|
0.28%
|
Reduced
|
|
|
2050
|
Sabal Trust
St. Petersburg,
Florida
|
$240K
|
-$9.39K
|
1
|
0.03%
|
Reduced
|
|