|
2026
|
|
$120K
|
+$121K
|
1
|
0.08%
|
New
|
|
|
2027
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$119K
|
-$1.54K
|
3
|
0.07%
|
Reduced
|
|
|
2028
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$119K
|
-$296K
|
1
|
0.05%
|
Reduced
|
|
|
2029
|
Private Ocean
San Rafael,
California
|
$118K
|
+$10
|
4
|
0.01%
|
Increased
|
|
|
2030
|
Burleson & Co
Petaluma,
California
|
$116K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
2031
|
AllSquare Wealth Management
Albany,
New York
|
$112K
|
$0
|
4
|
0.07%
|
Maintained
|
|
|
2032
|
Better Money Decisions
Santa Fe,
New Mexico
|
$112K
|
-$9.83K
|
5
|
0.09%
|
Reduced
|
|
|
2033
|
D'Orazio & Associates
Falls Church,
Virginia
|
$112K
|
+$36.7K
|
4
|
0.03%
|
Increased
|
|
|
2034
|
Firestone Capital Management
Coral Gables,
Florida
|
$110K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
2035
|
SouthState Corp
Winter Haven,
Florida
|
$108K
|
+$54.2K
|
2
|
0.01%
|
Increased
|
|
|
2036
|
TFC Financial Management
Boston,
Massachusetts
|
$108K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2037
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$107K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2038
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$106K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
2039
|
Howe & Rusling
Rochester,
New York
|
$105K
|
-$8.6K
|
7
|
0.01%
|
Reduced
|
|
|
2040
|
Pacifica Partners
Surrey,
Canada
|
$105K
|
+$42.1K
|
7
|
0.08%
|
Increased
|
|
|
2041
|
|
$104K
|
+$114K
|
4
|
0.04%
|
New
|
|
|
2042
|
Column Capital Advisors
Indianapolis,
Indiana
|
$103K
|
+$10.6K
|
3
|
0.02%
|
Increased
|
|
|
2043
|
|
$102K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2044
|
Westside Investment Management
Santa Monica,
California
|
$101K
|
-$17.5K
|
4
|
0.23%
|
Reduced
|
|
|
2045
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$101K
|
+$10.4K
|
8
|
0.03%
|
Increased
|
|
|
2046
|
Edge Capital Group
Atlanta,
Georgia
|
$99K
|
+$232K
|
1
|
0.01%
|
New
|
|
|
2047
|
Blue Square Asset Management
New York
|
$97K
|
+$98.3K
|
1
|
0.06%
|
New
|
|
|
2048
|
McIlrath & Eck
Arlington,
Washington
|
$96K
|
-$19.6K
|
5
|
0.03%
|
Reduced
|
|
|
2049
|
Activest Wealth Management
Aventure,
Florida
|
$95K
|
+$107K
|
1
|
0.06%
|
New
|
|
|
2050
|
Focused Wealth Management
Newburgh,
New York
|
$95K
|
+$1.04K
|
5
|
0.02%
|
Increased
|
|