|
2026
|
Asset Management Group
Stamford,
Connecticut
|
$219K
|
+$2.27K
|
1
|
0.04%
|
Increased
|
|
|
2027
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$219K
|
+$188K
|
1
|
0.08%
|
Increased
|
|
|
2028
|
Global Financial Private Client
Sarasota,
Florida
|
$217K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2029
|
Financial Advisors
Andover,
Massachusetts
|
$217K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2030
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$217K
|
-$1.51M
|
1
|
0.01%
|
Reduced
|
|
|
2031
|
55I LLC
Boston,
Massachusetts
|
$216K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
2032
|
Kings Point Capital Management
Great Neck,
New York
|
$216K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2033
|
Middleton & Co
Boston,
Massachusetts
|
$215K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2034
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$214K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
HCR Wealth Advisors
Los Angeles,
California
|
$214K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2036
|
McIlrath & Eck
Arlington,
Washington
|
$214K
|
+$2.41K
|
1
|
0.06%
|
Increased
|
|
|
2037
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$213K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2038
|
Foundation Resource Management
Little Rock,
Arkansas
|
$212K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2039
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$212K
|
+$12.4K
|
1
|
0.08%
|
Increased
|
|
|
2040
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$210K
|
+$34.4K
|
1
|
0.02%
|
Increased
|
|
|
2041
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$210K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2042
|
Rinet Company
Boston,
Massachusetts
|
$210K
|
+$10K
|
1
|
0.04%
|
Increased
|
|
|
2043
|
CCG Wealth Management
San Diego,
California
|
$209K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2044
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$209K
|
+$210K
|
1
|
0.12%
|
New
|
|
|
2045
|
Patron Partners
Houston,
Texas
|
$209K
|
+$211K
|
1
|
0.15%
|
New
|
|
|
2046
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$208K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2047
|
Alethea Capital Management
Mercer Island,
Washington
|
$208K
|
-$27.9K
|
1
|
0.18%
|
Reduced
|
|
|
2048
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$208K
|
+$2.54K
|
1
|
0.19%
|
Increased
|
|
|
2049
|
Cadinha & Co
Honolulu,
Hawaii
|
$208K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2050
|
Greatmark Investment Partners
Columbus,
Georgia
|
$208K
|
-$11.2K
|
1
|
0.04%
|
Reduced
|
|