|
2026
|
MTM Investment Management
Spartanburg,
South Carolina
|
$202K
|
-$8.34K
|
1
|
0.1%
|
Reduced
|
|
|
2027
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$201K
|
+$192K
|
1
|
0.09%
|
New
|
|
|
2028
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$201K
|
+$196K
|
6
|
0.1%
|
New
|
|
|
2029
|
Jackson Square Capital
San Francisco,
California
|
$200K
|
+$194K
|
1
|
0.06%
|
New
|
|
|
2030
|
Trek Financial
Scottsdale,
Arizona
|
$199K
|
+$208K
|
1
|
0.02%
|
New
|
|
|
2031
|
Delta Asset Management
Memphis,
Tennessee
|
$198K
|
+$73.5K
|
5
|
0.02%
|
Increased
|
|
|
2032
|
Creative Financial Designs
Kokomo,
Indiana
|
$197K
|
+$2.91K
|
5
|
0.03%
|
Increased
|
|
|
2033
|
Key Financial Inc
West Chester,
Pennsylvania
|
$197K
|
+$28.2K
|
9
|
0.1%
|
Increased
|
|
|
2034
|
B. Riley Financial
Los Angeles,
California
|
$195K
|
+$301K
|
1
|
0.02%
|
New
|
|
|
2035
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$195K
|
-$6.19K
|
5
|
0.03%
|
Reduced
|
|
|
2036
|
NinePointTwo Capital
Los Angeles,
California
|
$194K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
2037
|
Arena Capital Advisors
Los Angeles,
California
|
$192K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2038
|
Acropolis Investment Management
St. Louis,
Missouri
|
$187K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2039
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$186K
|
+$141K
|
7
|
0.06%
|
Increased
|
|
|
2040
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$181K
|
$0
|
4
|
0.06%
|
Maintained
|
|
|
2041
|
Arax Advisory Partners
Denver,
Colorado
|
$176K
|
+$5.53K
|
9
|
0.02%
|
Increased
|
|
|
2042
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$175K
|
+$1.62K
|
10
|
0.02%
|
Increased
|
|
|
2043
|
Ausdal Financial Partners
Davenport,
Iowa
|
$173K
|
-$12.1K
|
2
|
0.02%
|
Reduced
|
|
|
2044
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$173K
|
+$33.3K
|
5
|
0.04%
|
Increased
|
|
|
2045
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$172K
|
-$217K
|
4
|
0%
|
Reduced
|
|
|
2046
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$171K
|
-$279K
|
5
|
0.02%
|
Reduced
|
|
|
2047
|
City Holding Co
Charleston,
West Virginia
|
$170K
|
+$151K
|
1
|
0.03%
|
Increased
|
|
|
2048
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$169K
|
-$469K
|
15
|
0.01%
|
Reduced
|
|
|
2049
|
Arrow Financial
Glens Falls,
New York
|
$167K
|
-$5.94K
|
2
|
0.02%
|
Reduced
|
|
|
2050
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$167K
|
+$160K
|
2
|
0.04%
|
New
|
|