|
2026
|
|
$135K
|
-$7.3K
|
1
|
0.02%
|
Reduced
|
|
|
2027
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$133K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2028
|
Tradition Wealth Management
Edina,
Minnesota
|
$133K
|
+$25.9K
|
3
|
0.02%
|
Increased
|
|
|
2029
|
Glassman Wealth Services
Vienna,
Virginia
|
$132K
|
-$117K
|
7
|
0.03%
|
Reduced
|
|
|
2030
|
INVST
Indianapolis,
Indiana
|
$132K
|
+$18.9K
|
1
|
0.02%
|
Increased
|
|
|
2031
|
Lavaca Capital
Houston,
Texas
|
$132K
|
-$3.88K
|
1
|
0.01%
|
Reduced
|
|
|
2032
|
RFG Advisory
Birmingham,
Alabama
|
$131K
|
+$131
|
1
|
0.01%
|
Increased
|
|
|
2033
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$130K
|
+$1.38K
|
4
|
0.06%
|
Increased
|
|
|
2034
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$128K
|
+$8.99K
|
3
|
0.15%
|
Increased
|
|
|
2035
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$128K
|
-$37.8K
|
1
|
0.06%
|
Reduced
|
|
|
2036
|
Rinet Company
Boston,
Massachusetts
|
$127K
|
+$121K
|
1
|
0.03%
|
New
|
|
|
2037
|
Accredited Investors
Edina,
Minnesota
|
$126K
|
-$28K
|
1
|
0.02%
|
Reduced
|
|
|
2038
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$126K
|
-$28.3K
|
2
|
0.05%
|
Reduced
|
|
|
2039
|
Brown Advisory Securities
Baltimore,
Maryland
|
$126K
|
+$120K
|
1
|
0.02%
|
New
|
|
|
2040
|
Novare Capital Management
Charlotte,
North Carolina
|
$126K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2041
|
Pacific Center for Financial Services
San Ramon,
California
|
$126K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2042
|
Lipe & Dalton
Syracuse,
New York
|
$125K
|
+$117K
|
1
|
0.07%
|
New
|
|
|
2043
|
Blume Capital Management
Berkeley,
California
|
$124K
|
+$69K
|
2
|
0.05%
|
Increased
|
|
|
2044
|
MONECO Advisors
Fairfield,
Connecticut
|
$124K
|
+$24K
|
1
|
0.06%
|
Increased
|
|
|
2045
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$124K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2046
|
Bellwether Advisors
Lincoln,
Nebraska
|
$123K
|
-$76K
|
2
|
0.05%
|
Reduced
|
|
|
2047
|
Gemmer Asset Management
Walnut Creek,
California
|
$123K
|
+$7.49K
|
5
|
0.02%
|
Increased
|
|
|
2048
|
SkyOak Wealth
Southfield,
Michigan
|
$122K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2049
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$122K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2050
|
Highlander Capital Management
Short Hills,
New Jersey
|
$121K
|
$0
|
4
|
0.06%
|
Maintained
|
|