|
2026
|
Thomasville National Bank
Thomasville,
Georgia
|
$961K
|
-$18.6K
|
1
|
0.06%
|
Reduced
|
|
|
2027
|
Creekside Partners
Petaluma,
California
|
$960K
|
+$1.05K
|
1
|
0.42%
|
Increased
|
|
|
2028
|
Williamson Legacy Group
Carmel,
Indiana
|
$959K
|
-$45K
|
1
|
0.74%
|
Reduced
|
|
|
2029
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$957K
|
+$9.16K
|
1
|
0.18%
|
Increased
|
|
|
2030
|
Planning Alternatives
Birmingham,
Michigan
|
$956K
|
-$19.9K
|
1
|
0.12%
|
Reduced
|
|
|
2031
|
Legal Advantage Investments
Los Altos Hills,
California
|
$955K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
2032
|
Financial Sense Advisors
San Diego,
California
|
$954K
|
+$3.93K
|
1
|
0.16%
|
Increased
|
|
|
2033
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$951K
|
+$2.62K
|
1
|
0.39%
|
Increased
|
|
|
2034
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$951K
|
-$39.2K
|
2
|
0.19%
|
Reduced
|
|
|
2035
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$950K
|
+$79.3K
|
1
|
0.32%
|
Increased
|
|
|
2036
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$948K
|
+$33.2K
|
1
|
0.5%
|
Increased
|
|
|
2037
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$948K
|
+$722K
|
2
|
0.01%
|
Increased
|
|
|
2038
|
Syon Capital
San Francisco,
California
|
$946K
|
+$23K
|
1
|
0.05%
|
Increased
|
|
|
2039
|
FourThought Financial Partners
Venice,
Florida
|
$944K
|
+$137K
|
2
|
0.08%
|
Increased
|
|
|
2040
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$943K
|
+$26.4K
|
1
|
0.6%
|
Increased
|
|
|
2041
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$940K
|
+$872K
|
1
|
0.16%
|
New
|
|
|
2042
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$939K
|
-$1.32M
|
5
|
0.25%
|
Reduced
|
|
|
2043
|
Cahill Financial Advisors
Edina,
Minnesota
|
$938K
|
-$208K
|
1
|
0.11%
|
Reduced
|
|
|
2044
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$938K
|
+$190K
|
1
|
0.11%
|
Increased
|
|
|
2045
|
Country Trust Bank
Bloomington,
Illinois
|
$938K
|
+$2.36K
|
1
|
0.02%
|
Increased
|
|
|
2046
|
Peak Asset Management
Louisville,
Colorado
|
$938K
|
-$45.8K
|
1
|
0.16%
|
Reduced
|
|
|
2047
|
CWC Advisors
Lake Oswego,
Oregon
|
$937K
|
+$436K
|
1
|
0.46%
|
Increased
|
|
|
2048
|
First Western Trust Bank
Denver,
Colorado
|
$936K
|
-$11.5K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
Strategy Asset Managers
Pasadena,
California
|
$935K
|
+$33K
|
1
|
0.17%
|
Increased
|
|
|
2050
|
Hutchinson Capital Management
San Rafael,
California
|
$935K
|
-$4.97K
|
1
|
0.16%
|
Reduced
|
|
