|
2026
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$449K
|
-$182
|
1
|
0.11%
|
Reduced
|
|
|
2027
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$448K
|
+$547
|
1
|
0.16%
|
Increased
|
|
|
2028
|
Harmony Asset Management
Scottsdale,
Arizona
|
$447K
|
-$23.7K
|
1
|
0.18%
|
Reduced
|
|
|
2029
|
OneFund LLC
Saint Petersburg,
Florida
|
$447K
|
-$11.1K
|
1
|
0.53%
|
Reduced
|
|
|
2030
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$447K
|
-$8.94K
|
1
|
0.16%
|
Reduced
|
|
|
2031
|
Catalina Capital Group
Torrance,
California
|
$445K
|
+$425K
|
1
|
0.18%
|
New
|
|
|
2032
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$445K
|
-$76.8K
|
1
|
0.33%
|
Reduced
|
|
|
2033
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$444K
|
-$78.3K
|
1
|
0.04%
|
Reduced
|
|
|
2034
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$444K
|
-$170K
|
1
|
0.11%
|
Reduced
|
|
|
2035
|
Aviance Capital Partners
Naples,
Florida
|
$443K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2036
|
Southland Equity Partners
Wildwood,
Missouri
|
$441K
|
+$23.2K
|
1
|
0.12%
|
Increased
|
|
|
2037
|
Apella Capital
West Hartford,
Connecticut
|
$438K
|
-$101K
|
1
|
0.02%
|
Reduced
|
|
|
2038
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$438K
|
-$9.49K
|
1
|
0.09%
|
Reduced
|
|
|
2039
|
CNB Bank
Clearfield,
Pennsylvania
|
$437K
|
-$18.6K
|
1
|
0.21%
|
Reduced
|
|
|
2040
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$437K
|
-$100K
|
1
|
0.05%
|
Reduced
|
|
|
2041
|
International Private Wealth Advisors
San Diego,
California
|
$436K
|
+$161K
|
1
|
0.84%
|
Increased
|
|
|
2042
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$436K
|
+$5.11K
|
1
|
0.05%
|
Increased
|
|
|
2043
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$436K
|
+$416K
|
1
|
0.01%
|
New
|
|
|
2044
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$436K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2045
|
ASB Consultores
Aventura,
Florida
|
$436K
|
+$416K
|
1
|
0.11%
|
New
|
|
|
2046
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$435K
|
-$23.7K
|
1
|
0.41%
|
Reduced
|
|
|
2047
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$435K
|
-$31K
|
1
|
0.15%
|
Reduced
|
|
|
2048
|
Trilogy Capital
Irvine,
California
|
$434K
|
+$415K
|
1
|
0.03%
|
New
|
|
|
2049
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$434K
|
+$3.47K
|
1
|
0.12%
|
Increased
|
|
|
2050
|
Lokken Investment Group
Lewes,
Delaware
|
$434K
|
+$10.2K
|
1
|
0.22%
|
Increased
|
|
