|
2026
|
IronBridge Private Wealth
Austin,
Texas
|
$218K
|
+$163
|
3
|
0.13%
|
Increased
|
|
|
2027
|
Oak Asset Management
Westlake Village,
California
|
$218K
|
+$226K
|
1
|
0.09%
|
New
|
|
|
2028
|
Plimoth Trust
Plymouth,
Massachusetts
|
$218K
|
+$200K
|
1
|
0.06%
|
New
|
|
|
2029
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$218K
|
+$200K
|
1
|
0.05%
|
New
|
|
|
2030
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$217K
|
+$199K
|
1
|
0.01%
|
New
|
|
|
2031
|
Your Advocates Ltd
Houston,
Texas
|
$217K
|
-$20.9K
|
3
|
0.14%
|
Reduced
|
|
|
2032
|
Cozad Asset Management
Champaign,
Illinois
|
$216K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2033
|
MONECO Advisors
Fairfield,
Connecticut
|
$216K
|
+$40.2K
|
1
|
0.1%
|
Increased
|
|
|
2034
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$216K
|
-$229K
|
1
|
0.11%
|
Reduced
|
|
|
2035
|
Valley Wealth Managers
Paramus,
New Jersey
|
$216K
|
+$198K
|
1
|
0.02%
|
New
|
|
|
2036
|
FC Advisory
West Chester,
Pennsylvania
|
$215K
|
+$1.78K
|
1
|
0.1%
|
Increased
|
|
|
2037
|
Telos Capital Management
San Diego,
California
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2038
|
WMS Partners
Towson,
Maryland
|
$215K
|
+$197K
|
1
|
0.03%
|
New
|
|
|
2039
|
Affinity Capital Advisors
Berkeley,
California
|
$214K
|
-$47.7K
|
1
|
0.07%
|
Reduced
|
|
|
2040
|
Merriman Wealth Management
Seattle,
Washington
|
$214K
|
+$221K
|
1
|
0.02%
|
New
|
|
|
2041
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$213K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2042
|
Gill Capital Partners
Denver,
Colorado
|
$213K
|
-$479K
|
1
|
0.1%
|
Reduced
|
|
|
2043
|
Lake Point Wealth Management
Rockwall,
Texas
|
$213K
|
+$192K
|
3
|
0.1%
|
New
|
|
|
2044
|
Miller Equity Capital Advisors
Irving,
Texas
|
$213K
|
+$192K
|
1
|
0.22%
|
New
|
|
|
2045
|
Rice Partnership
Honolulu,
Hawaii
|
$213K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2046
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$213K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2047
|
Canal Capital Management
Richmond,
Virginia
|
$212K
|
+$194K
|
1
|
0.06%
|
New
|
|
|
2048
|
Garrison Point Advisors
Walnut Creek,
California
|
$212K
|
+$194K
|
1
|
0.15%
|
New
|
|
|
2049
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$212K
|
+$194K
|
1
|
0.06%
|
New
|
|
|
2050
|
Sage Rhino Capital
Menlo Park,
California
|
$212K
|
+$219K
|
1
|
0.06%
|
New
|
|