|
2026
|
Trivium Point Advisory
Westport,
Connecticut
|
$252K
|
-$38.7K
|
1
|
0.1%
|
Reduced
|
|
|
2027
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$251K
|
+$882
|
4
|
0.22%
|
Increased
|
|
|
2028
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$251K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2029
|
Bray Capital Advisors
Naples,
Florida
|
$250K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2030
|
First Citizens Financial Corp
Mason City,
Iowa
|
$250K
|
+$226K
|
1
|
0.25%
|
New
|
|
|
2031
|
JS Capital Management
New York
|
$250K
|
+$252K
|
1
|
0.03%
|
New
|
|
|
2032
|
Oak Asset Management
Westlake Village,
California
|
$250K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2033
|
WrapManager Inc
Mill Valley,
California
|
$250K
|
-$513K
|
1
|
0.08%
|
Reduced
|
|
|
2034
|
Delta Asset Management
Memphis,
Tennessee
|
$249K
|
-$7.38K
|
5
|
0.03%
|
Reduced
|
|
|
2035
|
AF Advisors
Sacramento,
California
|
$248K
|
+$240K
|
1
|
0.16%
|
New
|
|
|
2036
|
Financial Management Professionals
Austin,
Texas
|
$248K
|
+$2.75K
|
3
|
0.08%
|
Increased
|
|
|
2037
|
Private Ocean
San Rafael,
California
|
$248K
|
-$38.6K
|
2
|
0.06%
|
Reduced
|
|
|
2038
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$246K
|
+$239K
|
1
|
0.02%
|
New
|
|
|
2039
|
Grimes & Company
Westborough,
Massachusetts
|
$244K
|
+$764
|
1
|
0.02%
|
Increased
|
|
|
2040
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$244K
|
-$3.29K
|
1
|
0.03%
|
Reduced
|
|
|
2041
|
Whitnell & Co
Oak Brook,
Illinois
|
$244K
|
+$118
|
2
|
0.07%
|
Increased
|
|
|
2042
|
CapWealth Advisors
Franklin,
Tennessee
|
$242K
|
-$57.3K
|
1
|
0.03%
|
Reduced
|
|
|
2043
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$242K
|
$0
|
2
|
0.23%
|
Maintained
|
|
|
2044
|
Marotta Asset Management
Charlottesville,
Virginia
|
$238K
|
+$237K
|
1
|
0.07%
|
New
|
|
|
2045
|
Smart Money Group
Eastland,
Texas
|
$238K
|
-$190K
|
1
|
0.14%
|
Reduced
|
|
|
2046
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$238K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2047
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$236K
|
-$5.88K
|
1
|
0.02%
|
Reduced
|
|
|
2048
|
Thompson Investment Management
Madison,
Wisconsin
|
$236K
|
+$27.7K
|
1
|
0.04%
|
Increased
|
|
|
2049
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$234K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2050
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$234K
|
+$212K
|
1
|
0.17%
|
New
|
|