|
2026
|
CVA Family Office
Denver,
Colorado
|
$268K
|
+$8.46K
|
2
|
0.02%
|
Increased
|
|
|
2027
|
PFW Advisors
Atlanta,
Georgia
|
$268K
|
+$27.8K
|
2
|
0.08%
|
Increased
|
|
|
2028
|
|
$268K
|
-$2.64K
|
1
|
0.08%
|
Reduced
|
|
|
2029
|
LPWM LLC
Minneapolis,
Minnesota
|
$268K
|
+$272K
|
1
|
0.06%
|
New
|
|
|
2030
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$267K
|
-$587
|
1
|
0.05%
|
Reduced
|
|
|
2031
|
InceptionR
Lafayette,
California
|
$267K
|
-$417K
|
1
|
0.07%
|
Reduced
|
|
|
2032
|
Winthrop Capital Management
Carmel,
Indiana
|
$267K
|
-$147
|
1
|
0.06%
|
Reduced
|
|
|
2033
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$267K
|
+$76.9K
|
2
|
0.08%
|
Increased
|
|
|
2034
|
Range Financial Group
Tigard,
Oregon
|
$266K
|
+$5.72K
|
1
|
0.07%
|
Increased
|
|
|
2035
|
TFB Advisors
Overland Park,
Kansas
|
$266K
|
+$24.3K
|
1
|
0.12%
|
Increased
|
|
|
2036
|
NFP Retirement Inc
Aliso Viejo,
California
|
$265K
|
-$440
|
1
|
0.01%
|
Reduced
|
|
|
2037
|
Edge Wealth Management
New York
|
$265K
|
+$3.67K
|
1
|
0.04%
|
Increased
|
|
|
2038
|
Kennicott Capital Management
Corte Madera,
California
|
$265K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2039
|
Garrison Point Advisors
Walnut Creek,
California
|
$265K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2040
|
Foster Group
West Des Moines,
Iowa
|
$264K
|
+$3.81K
|
1
|
0.01%
|
Increased
|
|
|
2041
|
Corps Capital Advisors
Southlake,
Texas
|
$264K
|
+$268K
|
1
|
0.21%
|
New
|
|
|
2042
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$264K
|
-$14.9K
|
1
|
0.16%
|
Reduced
|
|
|
2043
|
Cypress Point Wealth Management
Dallas,
Texas
|
$263K
|
+$60.2K
|
1
|
0.05%
|
Increased
|
|
|
2044
|
Wulff, Hansen & Co
San Rafael,
California
|
$263K
|
+$267K
|
1
|
0.2%
|
New
|
|
|
2045
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$262K
|
+$14K
|
1
|
0.03%
|
Increased
|
|
|
2046
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$262K
|
-$2.05K
|
1
|
0.05%
|
Reduced
|
|
|
2047
|
RDA Financial Network
Akron,
Iowa
|
$260K
|
-$29.4K
|
1
|
0.06%
|
Reduced
|
|
|
2048
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$260K
|
-$16.9K
|
1
|
0.02%
|
Reduced
|
|
|
2049
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$259K
|
-$12.7K
|
1
|
0.01%
|
Reduced
|
|
|
2050
|
Center for Financial Planning
Southfied,
Michigan
|
$259K
|
-$1.61K
|
1
|
0.02%
|
Reduced
|
|