|
2026
|
Inspire Advisors
Meridian,
Idaho
|
$213K
|
+$176K
|
1
|
0.03%
|
New
|
|
|
2027
|
Concord Wealth Partners
Abingdon,
Virginia
|
$212K
|
-$6.52K
|
4
|
0.04%
|
Reduced
|
|
|
2028
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$212K
|
+$6.41K
|
1
|
0.06%
|
Increased
|
|
|
2029
|
Realta Investment Advisors
Wilmington,
Delaware
|
$212K
|
-$46.6K
|
1
|
0.05%
|
Reduced
|
|
|
2030
|
Thompson Davis & Co
Richmond,
Virginia
|
$212K
|
+$154K
|
1
|
0.18%
|
New
|
|
|
2031
|
FirstPurpose Wealth
Orem,
Utah
|
$212K
|
+$17.3K
|
1
|
0.08%
|
Increased
|
|
|
2032
|
Campion Asset Management
Falls Church,
Virginia
|
$211K
|
+$4.85K
|
1
|
0.18%
|
Increased
|
|
|
2033
|
Headlands Technologies
Chicago,
Illinois
|
$211K
|
-$243K
|
5
|
0.06%
|
Reduced
|
|
|
2034
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$210K
|
+$193K
|
1
|
0.08%
|
New
|
|
|
2035
|
Atomi Financial Group
New York
|
$210K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
2036
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$209K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2037
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$209K
|
+$225K
|
1
|
0.03%
|
New
|
|
|
2038
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$208K
|
+$200K
|
1
|
0.05%
|
New
|
|
|
2039
|
MV Capital Management
Bethesda,
Maryland
|
$208K
|
+$5.53K
|
4
|
0.03%
|
Increased
|
|
|
2040
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$207K
|
-$572
|
5
|
0.02%
|
Reduced
|
|
|
2041
|
MTM Investment Management
Spartanburg,
South Carolina
|
$207K
|
+$200K
|
1
|
0.09%
|
New
|
|
|
2042
|
Darrow Company
Needham,
Massachusetts
|
$207K
|
+$223K
|
1
|
0.16%
|
New
|
|
|
2043
|
Trilogy Capital
Irvine,
California
|
$205K
|
-$71K
|
1
|
0.01%
|
Reduced
|
|
|
2044
|
Titleist Asset Management
San Antonio,
Texas
|
$205K
|
+$198K
|
1
|
0.04%
|
New
|
|
|
2045
|
Wealth Effects
Boston,
Massachusetts
|
$205K
|
+$188K
|
1
|
0.08%
|
New
|
|
|
2046
|
Northcape Wealth Management
Williamsville,
New York
|
$205K
|
+$197K
|
1
|
0.07%
|
New
|
|
|
2047
|
Summit Financial
Parsippany,
New Jersey
|
$205K
|
+$1.48K
|
1
|
0.01%
|
Increased
|
|
|
2048
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$205K
|
+$8.38K
|
1
|
0.06%
|
Increased
|
|
|
2049
|
First National Trust
Hermitage,
Pennsylvania
|
$204K
|
+$10.4K
|
1
|
0.01%
|
Increased
|
|
|
2050
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$204K
|
$0
|
1
|
0.08%
|
Maintained
|
|