|
2026
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$96K
|
+$37.5K
|
1
|
0.04%
|
Increased
|
|
|
2027
|
|
$95K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2028
|
Evolution Wealth Advisors
Aventura,
Florida
|
$95K
|
+$24K
|
4
|
0.02%
|
Increased
|
|
|
2029
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$93K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2030
|
Key Financial Inc
West Chester,
Pennsylvania
|
$92K
|
+$34.9K
|
8
|
0.06%
|
Increased
|
|
|
2031
|
Red Cedar Capital
Omaha,
Nebraska
|
$92K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2032
|
Focused Wealth Management
Newburgh,
New York
|
$90K
|
-$103K
|
5
|
0.02%
|
Reduced
|
|
|
2033
|
Gleason Group
Prospect,
Kentucky
|
$89K
|
+$1.03K
|
2
|
0.04%
|
Increased
|
|
|
2034
|
Westside Investment Management
Santa Monica,
California
|
$88.3K
|
+$5.13K
|
4
|
0.23%
|
Increased
|
|
|
2035
|
Column Capital Advisors
Indianapolis,
Indiana
|
$86K
|
-$38.6K
|
3
|
0.02%
|
Reduced
|
|
|
2036
|
D'Orazio & Associates
Falls Church,
Virginia
|
$86K
|
-$4.91K
|
3
|
0.02%
|
Reduced
|
|
|
2037
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$85K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
2038
|
SMH Capital Advisors
Fort Worth,
Texas
|
$85K
|
+$562
|
1
|
0.19%
|
Increased
|
|
|
2039
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$83K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2040
|
IMA Advisory Services
Denver,
Colorado
|
$83K
|
+$3.49K
|
2
|
0.02%
|
Increased
|
|
|
2041
|
Summit Trail Advisors
New York
|
$81K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2042
|
Trust Company
Manhattan,
Kansas
|
$80K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
2043
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$79K
|
-$3.15K
|
6
|
0.04%
|
Reduced
|
|
|
2044
|
First Command Bank
Fort Worth,
Texas
|
$79K
|
+$63.8K
|
1
|
0.02%
|
Increased
|
|
|
2045
|
First Command Financial Services
Fort Worth,
Texas
|
$79K
|
+$63.8K
|
1
|
0.02%
|
Increased
|
|
|
2046
|
Wealth Architects
Mountain View,
California
|
$79K
|
+$70K
|
1
|
0.02%
|
New
|
|
|
2047
|
Perennial Advisors
New York
|
$77K
|
-$920
|
1
|
0.02%
|
Reduced
|
|
|
2048
|
M&R Capital Management
Summit,
New Jersey
|
$75K
|
-$5K
|
4
|
0.02%
|
Reduced
|
|
|
2049
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$72K
|
-$358K
|
2
|
0.03%
|
Reduced
|
|
|
2050
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$72K
|
$0
|
1
|
0.04%
|
Maintained
|
|