|
2026
|
Ascent Wealth Partners
New Hartford,
New York
|
$206K
|
+$200K
|
1
|
0.11%
|
New
|
|
|
2027
|
BOK Financial Private Wealth
Denver,
Colorado
|
$206K
|
+$204K
|
1
|
0.03%
|
New
|
|
|
2028
|
Courier Capital
Buffalo,
New York
|
$206K
|
-$2.47K
|
1
|
0.04%
|
Reduced
|
|
|
2029
|
King Wealth Management Group
Naples,
Florida
|
$206K
|
-$81.6K
|
1
|
0.11%
|
Reduced
|
|
|
2030
|
|
$206K
|
-$45.7K
|
6
|
0.04%
|
Reduced
|
|
|
2031
|
Bailard
Foster City,
California
|
$205K
|
+$203K
|
1
|
0.02%
|
New
|
|
|
2032
|
Comerica Securities
Detroit,
Michigan
|
$205K
|
+$203K
|
1
|
0.04%
|
New
|
|
|
2033
|
Salem Capital Management
Woburn,
Massachusetts
|
$205K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2034
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$204K
|
-$36.3K
|
1
|
0.16%
|
Reduced
|
|
|
2035
|
Harvest Management
New York
|
$203K
|
-$995K
|
1
|
0.15%
|
Reduced
|
|
|
2036
|
Novare Capital Management
Charlotte,
North Carolina
|
$201K
|
+$204K
|
1
|
0.05%
|
New
|
|
|
2037
|
Gould Asset Management
Claremont,
California
|
$200K
|
+$197K
|
1
|
0.11%
|
New
|
|
|
2038
|
J. Safra Asset Management
New York
|
$194K
|
-$1.23M
|
1
|
0.32%
|
Reduced
|
|
|
2039
|
Strategic Investment Management
Arlington,
Virginia
|
$193K
|
+$191K
|
1
|
0.1%
|
New
|
|
|
2040
|
CapWealth Advisors
Franklin,
Tennessee
|
$190K
|
+$5.52K
|
3
|
0.05%
|
Increased
|
|
|
2041
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$189K
|
+$41.2K
|
1
|
0.27%
|
Increased
|
|
|
2042
|
|
$185K
|
-$55.7K
|
1
|
1.17%
|
Reduced
|
|
|
2043
|
Gemmer Asset Management
Walnut Creek,
California
|
$182K
|
+$5.67K
|
17
|
0.1%
|
Increased
|
|
|
2044
|
Accident Compensation Corp
Wellington,
New Zealand
|
$178K
|
-$1.33M
|
1
|
0.05%
|
Reduced
|
|
|
2045
|
Archford Capital Strategies
Swansea,
Illinois
|
$170K
|
+$171K
|
5
|
0.09%
|
New
|
|
|
2046
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$169K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2047
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$169K
|
-$9.39K
|
2
|
0.02%
|
Reduced
|
|
|
2048
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$165K
|
+$36.4K
|
7
|
0.16%
|
Increased
|
|
|
2049
|
Avior Wealth Management
Omaha,
Nebraska
|
$164K
|
+$21.6K
|
5
|
0.07%
|
Increased
|
|
|
2050
|
AllSquare Wealth Management
Albany,
New York
|
$162K
|
-$5.41K
|
2
|
0.16%
|
Reduced
|
|