|
2026
|
Atlas Private Wealth Management
Albany,
New York
|
$58K
|
+$92
|
3
|
0.04%
|
Increased
|
|
|
2027
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$58K
|
+$2.97K
|
4
|
0.01%
|
Increased
|
|
|
2028
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$57K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2029
|
Key Financial Inc
West Chester,
Pennsylvania
|
$55K
|
+$53.2K
|
5
|
0.04%
|
New
|
|
|
2030
|
SouthState Corp
Winter Haven,
Florida
|
$55K
|
+$1.55K
|
1
|
0.01%
|
Increased
|
|
|
2031
|
Fort Point Capital Partners
San Francisco,
California
|
$52K
|
+$48.2K
|
1
|
0.01%
|
New
|
|
|
2032
|
Concord Wealth Partners
Abingdon,
Virginia
|
$50K
|
+$46.4K
|
5
|
0.04%
|
New
|
|
|
2033
|
American National Bank & Trust
Wichita Falls,
Texas
|
$49K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Pacifica Partners
Surrey,
Canada
|
$49K
|
$0
|
4
|
0.05%
|
Maintained
|
|
|
2035
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$49K
|
-$7.26K
|
1
|
0.03%
|
Reduced
|
|
|
2036
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$47K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2037
|
Cedar Wealth Management
Walnut Creek,
California
|
$46K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2038
|
Level Four Financial
Dallas,
Texas
|
$44K
|
+$36.9K
|
1
|
0.02%
|
New
|
|
|
2039
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$44K
|
+$1.94K
|
3
|
0.02%
|
Increased
|
|
|
2040
|
Albion Financial Group
Salt Lake City,
Utah
|
$43K
|
+$40.9K
|
2
|
0%
|
New
|
|
|
2041
|
Manchester Financial
Westlake Village,
California
|
$43K
|
+$24.8K
|
4
|
0.03%
|
Increased
|
|
|
2042
|
Larson Financial Group
St Louis,
Missouri
|
$42K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2043
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$42K
|
+$4.99K
|
9
|
0.03%
|
Increased
|
|
|
2044
|
Annapolis Financial Services
Annapolis,
Maryland
|
$41K
|
+$41.6K
|
1
|
0.02%
|
New
|
|
|
2045
|
Addison Advisors
Middlebury,
Vermont
|
$40K
|
+$37.6K
|
3
|
0.04%
|
New
|
|
|
2046
|
Baystate Wealth Management
Boston,
Massachusetts
|
$40K
|
-$141
|
3
|
0%
|
Reduced
|
|
|
2047
|
Raffa Wealth Management
Washington,
District of Columbia
|
$39.4K
|
-$30
|
9
|
0.01%
|
Reduced
|
|
|
2048
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$39K
|
+$36.8K
|
2
|
0.02%
|
New
|
|
|
2049
|
Winch Advisory Services
Appleton,
Wisconsin
|
$39K
|
-$7.38K
|
3
|
0.02%
|
Reduced
|
|
|
2050
|
MV Capital Management
Bethesda,
Maryland
|
$38K
|
$0
|
2
|
0.01%
|
Maintained
|
|