|
2026
|
Matthew Hamilton Rosenberg
|
$253K
|
-$24.8K
|
1
|
0.09%
|
Reduced
|
|
|
2027
|
Rock Point Advisors
Burlington,
Vermont
|
$253K
|
-$12.2K
|
1
|
0.07%
|
Reduced
|
|
|
2028
|
Sovereign Financial Group
Stamford,
Connecticut
|
$253K
|
+$28K
|
1
|
0.1%
|
Increased
|
|
|
2029
|
Verus Financial Partners
Richmond,
Virginia
|
$253K
|
-$14.8K
|
1
|
0.03%
|
Reduced
|
|
|
2030
|
Columbia Trust
Portland,
Oregon
|
$252K
|
-$10.5K
|
1
|
0.13%
|
Reduced
|
|
|
2031
|
Horizon Wealth Management
La Grange,
Illinois
|
$252K
|
+$237K
|
1
|
0.07%
|
New
|
|
|
2032
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$252K
|
-$10.9K
|
1
|
0.14%
|
Reduced
|
|
|
2033
|
Truepoint Inc
Cincinnati,
Ohio
|
$252K
|
+$2.26K
|
1
|
0.01%
|
Increased
|
|
|
2034
|
Southland Equity Partners
Wildwood,
Missouri
|
$252K
|
+$46.8K
|
1
|
0.1%
|
Increased
|
|
|
2035
|
Affinity Capital Advisors
Berkeley,
California
|
$251K
|
+$236K
|
1
|
0.08%
|
New
|
|
|
2036
|
American Trust
Lexington,
Kentucky
|
$251K
|
+$235K
|
1
|
0.02%
|
New
|
|
|
2037
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$251K
|
+$236K
|
1
|
0.1%
|
New
|
|
|
2038
|
G2 Capital Management
Columbus,
Ohio
|
$251K
|
+$236K
|
1
|
0.09%
|
New
|
|
|
2039
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$251K
|
-$1.63K
|
1
|
0.1%
|
Reduced
|
|
|
2040
|
United Community Bank
Greenville,
South Carolina
|
$251K
|
+$235K
|
1
|
0.25%
|
New
|
|
|
2041
|
Austin Asset Management
Austin,
Texas
|
$250K
|
+$235K
|
1
|
0.08%
|
New
|
|
|
2042
|
Eagle Bay Advisors
New York
|
$250K
|
-$12.2K
|
1
|
0.16%
|
Reduced
|
|
|
2043
|
Key Financial Inc
West Chester,
Pennsylvania
|
$250K
|
-$10.8K
|
1
|
0.13%
|
Reduced
|
|
|
2044
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$249K
|
+$233K
|
1
|
0.19%
|
New
|
|
|
2045
|
Patron Partners
Houston,
Texas
|
$249K
|
+$35.1K
|
1
|
0.16%
|
Increased
|
|
|
2046
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$249K
|
+$233K
|
1
|
0.14%
|
New
|
|
|
2047
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$248K
|
+$23.7K
|
1
|
0.04%
|
Increased
|
|
|
2048
|
Howard Capital Management Group
Los Angeles,
California
|
$247K
|
-$17.9K
|
1
|
0.02%
|
Reduced
|
|
|
2049
|
Pioneer Trust Bank
Salem,
Oregon
|
$247K
|
+$232K
|
1
|
0.06%
|
New
|
|
|
2050
|
Powell Investment Advisors
Miami,
Florida
|
$247K
|
-$10.5K
|
1
|
0.14%
|
Reduced
|
|