|
2026
|
Key Financial Inc
West Chester,
Pennsylvania
|
$243K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2027
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$242K
|
-$61.2K
|
1
|
0.05%
|
Reduced
|
|
|
2028
|
FDx Advisors
Chicago,
Illinois
|
$242K
|
-$32.6K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$242K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2030
|
Rench Wealth Management
Denton,
Texas
|
$242K
|
+$3.13K
|
1
|
0.11%
|
Increased
|
|
|
2031
|
Bridgefront Capital
Austin,
Texas
|
$241K
|
+$242K
|
1
|
0.3%
|
New
|
|
|
2032
|
Howard Capital Management Group
Los Angeles,
California
|
$241K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2033
|
Pioneer Trust Bank
Salem,
Oregon
|
$241K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2034
|
EPG Wealth Management
Atlanta,
Georgia
|
$240K
|
+$240K
|
1
|
0.08%
|
New
|
|
|
2035
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$240K
|
-$1.56K
|
1
|
0.01%
|
Reduced
|
|
|
2036
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$240K
|
-$25.2K
|
1
|
0.19%
|
Reduced
|
|
|
2037
|
Planning Center Inc
Moline,
Illinois
|
$240K
|
$0
|
1
|
0.69%
|
Maintained
|
|
|
2038
|
Powell Investment Advisors
Miami,
Florida
|
$240K
|
+$130
|
1
|
0.14%
|
Increased
|
|
|
2039
|
Tortoise Investment Management
White Plains,
New York
|
$240K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2040
|
Journey Advisory Group
Covington,
Kentucky
|
$239K
|
+$240K
|
1
|
0.06%
|
New
|
|
|
2041
|
Verus Financial Partners
Richmond,
Virginia
|
$239K
|
+$261
|
1
|
0.03%
|
Increased
|
|
|
2042
|
Apella Capital
West Hartford,
Connecticut
|
$238K
|
+$14.3K
|
1
|
0.03%
|
Increased
|
|
|
2043
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$238K
|
+$3K
|
1
|
0.07%
|
Increased
|
|
|
2044
|
One Plus One Wealth Management
Jupiter,
Florida
|
$238K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2045
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$238K
|
-$11.6K
|
1
|
0.09%
|
Reduced
|
|
|
2046
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$237K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2047
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$236K
|
+$123K
|
1
|
0.06%
|
Increased
|
|
|
2048
|
Cardiff Park Advisors
Carlsbad,
California
|
$236K
|
+$2.09K
|
1
|
0.03%
|
Increased
|
|
|
2049
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$235K
|
-$253K
|
1
|
0.04%
|
Reduced
|
|
|
2050
|
Keating Investment Counselors
Delray Beach,
Florida
|
$234K
|
$0
|
1
|
0.1%
|
Maintained
|
|