|
2026
|
AllSquare Wealth Management
Albany,
New York
|
$174K
|
+$10.4K
|
5
|
0.13%
|
Increased
|
|
|
2027
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$172K
|
-$20.7K
|
1
|
0.08%
|
Reduced
|
|
|
2028
|
Arax Advisory Partners
Denver,
Colorado
|
$168K
|
-$28.3K
|
2
|
0.05%
|
Reduced
|
|
|
2029
|
Cobblestone Capital Advisors
Rochester,
New York
|
$168K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2030
|
TimeScale Financial
Danvers,
Massachusetts
|
$168K
|
+$5.19K
|
6
|
0.06%
|
Increased
|
|
|
2031
|
AJ Wealth Strategies
New York
|
$167K
|
+$178K
|
1
|
0.02%
|
New
|
|
|
2032
|
Fortis Advisors
Wayne,
Pennsylvania
|
$167K
|
-$213K
|
1
|
0.08%
|
Reduced
|
|
|
2033
|
Pacific Center for Financial Services
San Ramon,
California
|
$167K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
2034
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$167K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2035
|
Newport Wealth Strategies
Irvine,
California
|
$166K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2036
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$164K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2037
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$163K
|
-$373K
|
2
|
0.01%
|
Reduced
|
|
|
2038
|
Clearstead Trust
Portland,
Maine
|
$163K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2039
|
|
$163K
|
-$154K
|
3
|
0.01%
|
Reduced
|
|
|
2040
|
Blankinship & Foster
Solana Beach,
California
|
$162K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2041
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$162K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2042
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$161K
|
-$4.71K
|
5
|
0.07%
|
Reduced
|
|
|
2043
|
Round Table Services
Westfield,
New Jersey
|
$161K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2044
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$160K
|
-$1.87M
|
1
|
0.12%
|
Reduced
|
|
|
2045
|
Trust Company
Manhattan,
Kansas
|
$158K
|
-$56K
|
3
|
0.15%
|
Reduced
|
|
|
2046
|
Canton Hathaway
Providence,
Rhode Island
|
$157K
|
-$349K
|
1
|
0.09%
|
Reduced
|
|
|
2047
|
Highlander Capital Management
Short Hills,
New Jersey
|
$156K
|
-$8.54K
|
4
|
0.1%
|
Reduced
|
|
|
2048
|
Welch Group
Birmingham,
Alabama
|
$154K
|
-$17.1K
|
1
|
0.02%
|
Reduced
|
|
|
2049
|
TrueWealth LLC
Atlanta,
Georgia
|
$153K
|
$0
|
4
|
0.07%
|
Maintained
|
|
|
2050
|
Westover Capital Advisors
Wilmington,
Delaware
|
$153K
|
$0
|
1
|
0.07%
|
Maintained
|
|