|
2026
|
Cypress Capital Group
Palm Beach,
Florida
|
$207K
|
+$181K
|
1
|
0.05%
|
New
|
|
|
2027
|
Salem Capital Management
Woburn,
Massachusetts
|
$207K
|
+$181K
|
1
|
0.12%
|
New
|
|
|
2028
|
Spectrum Advisory Services
Atlanta,
Georgia
|
$207K
|
+$179K
|
1
|
0.08%
|
New
|
|
|
2029
|
Telos Capital Management
San Diego,
California
|
$205K
|
+$184K
|
1
|
0.11%
|
New
|
|
|
2030
|
Girard Securities
San Diego,
California
|
$203K
|
+$184K
|
1
|
0.2%
|
New
|
|
|
2031
|
Albion Financial Group
Salt Lake City,
Utah
|
$202K
|
+$53.8K
|
1
|
0.03%
|
Increased
|
|
|
2032
|
Klingman & Associates
New York
|
$200K
|
-$181K
|
2
|
0.07%
|
Reduced
|
|
|
2033
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$200K
|
+$204K
|
1
|
0.04%
|
New
|
|
|
2034
|
Regent Investment Management
Louisville,
Kentucky
|
$192K
|
-$193K
|
1
|
0.11%
|
Reduced
|
|
|
2035
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$190K
|
+$166K
|
1
|
0.17%
|
New
|
|
|
2036
|
Westport Resources Management
Westport,
Connecticut
|
$186K
|
-$15.7K
|
3
|
0.06%
|
Reduced
|
|
|
2037
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$183K
|
-$1.5K
|
6
|
0.12%
|
Reduced
|
|
|
2038
|
Holt Capital Partners
Fort Worth,
Texas
|
$182K
|
+$166K
|
3
|
0.08%
|
New
|
|
|
2039
|
CapWealth Advisors
Franklin,
Tennessee
|
$179K
|
-$54.8K
|
3
|
0.05%
|
Reduced
|
|
|
2040
|
|
$179K
|
-$467K
|
1
|
1.08%
|
Reduced
|
|
|
2041
|
AllSquare Wealth Management
Albany,
New York
|
$162K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
2042
|
Gemmer Asset Management
Walnut Creek,
California
|
$160K
|
-$6.78K
|
17
|
0.09%
|
Reduced
|
|
|
2043
|
New York Life Trust
New York
|
$158K
|
+$21.4K
|
3
|
0.68%
|
Increased
|
|
|
2044
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$157K
|
-$2K
|
2
|
0.02%
|
Reduced
|
|
|
2045
|
Krilogy Financial
St. Louis,
Missouri
|
$155K
|
+$137K
|
4
|
0.06%
|
New
|
|
|
2046
|
Joel Isaacson & Co
New York
|
$154K
|
-$11.9K
|
5
|
0.03%
|
Reduced
|
|
|
2047
|
MU Investments Company
Tokyo,
Japan
|
$153K
|
-$23.7K
|
1
|
0.1%
|
Reduced
|
|
|
2048
|
Reilly Financial Advisors
La Mesa,
California
|
$152K
|
+$19.7K
|
8
|
0.03%
|
Increased
|
|
|
2049
|
Grove Bank & Trust
Miami,
Florida
|
$144K
|
-$49.9K
|
2
|
0.13%
|
Reduced
|
|
|
2050
|
|
$144K
|
$0
|
1
|
0.09%
|
Maintained
|
|