|
2026
|
Old North State Trust
Greensboro,
North Carolina
|
$129K
|
+$132K
|
2
|
0.11%
|
New
|
|
|
2027
|
Silver Oak Securities
Jackson,
Tennessee
|
$126K
|
+$117K
|
1
|
0.03%
|
New
|
|
|
2028
|
Ausdal Financial Partners
Davenport,
Iowa
|
$125K
|
-$50.1K
|
2
|
0.02%
|
Reduced
|
|
|
2029
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$125K
|
-$431
|
8
|
0.01%
|
Reduced
|
|
|
2030
|
Lumina Fund Management
New York
|
$124K
|
+$31.3K
|
1
|
0.05%
|
Increased
|
|
|
2031
|
Tradition Wealth Management
Edina,
Minnesota
|
$124K
|
+$64.1K
|
9
|
0.02%
|
Increased
|
|
|
2032
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$123K
|
-$21.4K
|
4
|
0%
|
Reduced
|
|
|
2033
|
Providence First Trust
Scottsdale,
Arizona
|
$123K
|
+$131K
|
1
|
0.07%
|
New
|
|
|
2034
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$123K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2035
|
Riverview Trust Company
Vancouver,
Washington
|
$122K
|
-$29.6K
|
7
|
0.12%
|
Reduced
|
|
|
2036
|
Longfellow Investment Management
Boston,
Massachusetts
|
$120K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2037
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$118K
|
+$1.04K
|
4
|
0.11%
|
Increased
|
|
|
2038
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$117K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
2039
|
Skaana Management
Brooklyn,
New York
|
$117K
|
-$12.5K
|
1
|
0.04%
|
Reduced
|
|
|
2040
|
Bluefin Capital Management
New York
|
$116K
|
+$83.4K
|
1
|
0.01%
|
New
|
|
|
2041
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$115K
|
-$40.6K
|
11
|
0.01%
|
Reduced
|
|
|
2042
|
S.A. Mason
Holland,
Michigan
|
$111K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2043
|
Cannon Global Investment Management
Davie,
Florida
|
$108K
|
+$78.4K
|
1
|
0.17%
|
New
|
|
|
2044
|
Disciplined Investments
Tulsa,
Oklahoma
|
$107K
|
+$577
|
12
|
0.05%
|
Increased
|
|
|
2045
|
Howe & Rusling
Rochester,
New York
|
$107K
|
-$30.7K
|
6
|
0.01%
|
Reduced
|
|
|
2046
|
|
$107K
|
-$81.5K
|
1
|
0.14%
|
Reduced
|
|
|
2047
|
Arrow Financial
Glens Falls,
New York
|
$106K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2048
|
Bell Investment Advisors
Oakland,
California
|
$106K
|
+$8.39K
|
18
|
0.03%
|
Increased
|
|
|
2049
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$106K
|
$0
|
5
|
0.05%
|
Maintained
|
|
|
2050
|
Rock Creek Group
Washington,
District of Columbia
|
$105K
|
-$62K
|
2
|
0.01%
|
Reduced
|
|