|
2026
|
Greatmark Investment Partners
Columbus,
Georgia
|
$231K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2027
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$231K
|
-$4.65K
|
1
|
0.02%
|
Reduced
|
|
|
2028
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$231K
|
+$225K
|
1
|
0.29%
|
New
|
|
|
2029
|
Wedge Capital Management
Charlotte,
North Carolina
|
$231K
|
-$68.2K
|
1
|
0%
|
Reduced
|
|
|
2030
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$230K
|
-$39.4K
|
1
|
0.13%
|
Reduced
|
|
|
2031
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$229K
|
-$19.7K
|
1
|
0.05%
|
Reduced
|
|
|
2032
|
Financial Advisors
Andover,
Massachusetts
|
$229K
|
-$25.7K
|
1
|
0.08%
|
Reduced
|
|
|
2033
|
Reilly Financial Advisors
La Mesa,
California
|
$229K
|
-$31.5K
|
1
|
0.02%
|
Reduced
|
|
|
2034
|
Asset Management Group
Stamford,
Connecticut
|
$228K
|
+$2.46K
|
1
|
0.05%
|
Increased
|
|
|
2035
|
Kings Point Capital Management
Great Neck,
New York
|
$228K
|
+$58.7K
|
1
|
0.02%
|
Increased
|
|
|
2036
|
Sovereign Financial Group
Stamford,
Connecticut
|
$228K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2037
|
Trek Financial
Scottsdale,
Arizona
|
$228K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2038
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$227K
|
-$55.7K
|
1
|
0.09%
|
Reduced
|
|
|
2039
|
Middleton & Co
Boston,
Massachusetts
|
$227K
|
-$68.9K
|
1
|
0.02%
|
Reduced
|
|
|
2040
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$226K
|
+$220K
|
1
|
0.02%
|
New
|
|
|
2041
|
HCR Wealth Advisors
Los Angeles,
California
|
$225K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2042
|
Main Street Research
Lakeville,
Connecticut
|
$225K
|
-$75.2K
|
1
|
0.02%
|
Reduced
|
|
|
2043
|
Spreng Capital Management
Bucyrus,
Ohio
|
$225K
|
+$220K
|
1
|
0.15%
|
New
|
|
|
2044
|
World Investment Advisors
Santa Barbara,
California
|
$225K
|
-$35.7K
|
1
|
0.05%
|
Reduced
|
|
|
2045
|
Bridgefront Capital
Austin,
Texas
|
$224K
|
+$219K
|
1
|
0.08%
|
New
|
|
|
2046
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$224K
|
+$218K
|
1
|
0.01%
|
New
|
|
|
2047
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$224K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
2048
|
Foundation Resource Management
Little Rock,
Arkansas
|
$223K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2049
|
HUB Investment Partners
Austin,
Texas
|
$223K
|
+$217K
|
1
|
0.06%
|
New
|
|
|
2050
|
McIlrath & Eck
Arlington,
Washington
|
$223K
|
-$7.66K
|
1
|
0.07%
|
Reduced
|
|