|
2026
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$129K
|
-$5.48K
|
3
|
0%
|
Reduced
|
|
|
2027
|
Evoke Wealth
Los Angeles,
California
|
$127K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2028
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$127K
|
-$126K
|
1
|
0.06%
|
Reduced
|
|
|
2029
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$126K
|
+$8.13K
|
1
|
0.1%
|
Increased
|
|
|
2030
|
Westside Investment Management
Santa Monica,
California
|
$125K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
2031
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$124K
|
+$4.34K
|
6
|
0.03%
|
Increased
|
|
|
2032
|
Delta Asset Management
Memphis,
Tennessee
|
$122K
|
-$26.5K
|
5
|
0.01%
|
Reduced
|
|
|
2033
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$120K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2034
|
Private Ocean
San Rafael,
California
|
$118K
|
+$38.1K
|
6
|
0.02%
|
Increased
|
|
|
2035
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$117K
|
+$3.74K
|
6
|
0.02%
|
Increased
|
|
|
2036
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$116K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2037
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$115K
|
+$3.23K
|
2
|
0.08%
|
Increased
|
|
|
2038
|
Laurion Capital Management
New York
|
$114K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2039
|
|
$110K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2040
|
Disciplined Investments
Tulsa,
Oklahoma
|
$110K
|
-$1.13K
|
11
|
0.05%
|
Reduced
|
|
|
2041
|
Accel Wealth Management
Waverly,
Iowa
|
$110K
|
-$14.5K
|
6
|
0.05%
|
Reduced
|
|
|
2042
|
M&R Capital Management
Summit,
New Jersey
|
$108K
|
+$1.7K
|
4
|
0.03%
|
Increased
|
|
|
2043
|
Tradition Wealth Management
Edina,
Minnesota
|
$107K
|
-$5.44K
|
8
|
0.01%
|
Reduced
|
|
|
2044
|
Cowen Prime Advisors
New York
|
$106K
|
+$7.48K
|
2
|
0.04%
|
Increased
|
|
|
2045
|
TFC Financial Management
Boston,
Massachusetts
|
$106K
|
+$11K
|
5
|
0.03%
|
Increased
|
|
|
2046
|
Regatta Capital Group
El Segundo,
California
|
$106K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2047
|
CNB Bank
Clearfield,
Pennsylvania
|
$104K
|
-$6.49K
|
3
|
0.06%
|
Reduced
|
|
|
2048
|
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
$103K
|
+$90.2K
|
1
|
0%
|
New
|
|
|
2049
|
Arrow Financial
Glens Falls,
New York
|
$103K
|
-$28.2K
|
1
|
0.01%
|
Reduced
|
|
|
2050
|
Counterpoint Mutual Funds
San Diego,
California
|
$102K
|
-$227K
|
1
|
0.09%
|
Reduced
|
|