|
2026
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$164K
|
+$23K
|
1
|
0.02%
|
Increased
|
|
|
2027
|
Sittner & Nelson
Eugene,
Oregon
|
$164K
|
+$2.87K
|
1
|
0.12%
|
Increased
|
|
|
2028
|
Central Bank & Trust
Lexington,
Kentucky
|
$161K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2029
|
Horan Securities
Cincinnati,
United States
|
$160K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2030
|
Matthew Hamilton Rosenberg
|
$160K
|
+$19.4K
|
1
|
0.09%
|
Increased
|
|
|
2031
|
Truehand Inc
Strafford,
New Hampshire
|
$160K
|
-$18.8K
|
1
|
0.1%
|
Reduced
|
|
|
2032
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$156K
|
+$12K
|
1
|
0.05%
|
Increased
|
|
|
2033
|
Pflug Koory
Omaha,
Nebraska
|
$155K
|
+$11.1K
|
1
|
0.09%
|
Increased
|
|
|
2034
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$153K
|
-$6.22K
|
1
|
0.1%
|
Reduced
|
|
|
2035
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$153K
|
+$88.3K
|
1
|
0.09%
|
Increased
|
|
|
2036
|
Kings Point Capital Management
Great Neck,
New York
|
$153K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2037
|
Pin Oak Investment Advisors
Houston,
Texas
|
$153K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2038
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$151K
|
+$1.44K
|
1
|
0.16%
|
Increased
|
|
|
2039
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$147K
|
-$62.1K
|
1
|
0.03%
|
Reduced
|
|
|
2040
|
HC Financial Advisors
Lafayette,
California
|
$133K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2041
|
Professional Financial Advisors
North Platte,
Nebraska
|
$133K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2042
|
Vestor Capital
Chicago,
Illinois
|
$133K
|
-$133K
|
1
|
0.02%
|
Reduced
|
|
|
2043
|
Elmwood Wealth Management
Berkeley,
California
|
$132K
|
+$124K
|
1
|
0.08%
|
New
|
|
|
2044
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$131K
|
-$25K
|
1
|
0.1%
|
Reduced
|
|
|
2045
|
Invenomic Capital Management
Boston,
Massachusetts
|
$130K
|
-$14.2K
|
1
|
0.03%
|
Reduced
|
|
|
2046
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$128K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2047
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$128K
|
+$120
|
1
|
0.05%
|
Increased
|
|
|
2048
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$127K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2049
|
Larson Financial Group
St Louis,
Missouri
|
$125K
|
+$120
|
1
|
0.04%
|
Increased
|
|
|
2050
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$124K
|
-$3.95K
|
1
|
0.07%
|
Reduced
|
|