|
2026
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$220K
|
-$96.1K
|
1
|
0.19%
|
Reduced
|
|
|
2027
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$218K
|
+$210K
|
1
|
0.14%
|
New
|
|
|
2028
|
Cohen Capital Management
Corte Madera,
California
|
$218K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2029
|
Silver Capital Management
New York
|
$218K
|
+$218K
|
1
|
0.19%
|
New
|
|
|
2030
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$218K
|
+$218K
|
1
|
0.17%
|
New
|
|
|
2031
|
Madden Advisory Services
Jacksonville,
Florida
|
$217K
|
-$16.2K
|
3
|
0.16%
|
Reduced
|
|
|
2032
|
|
$217K
|
+$218K
|
1
|
0.02%
|
New
|
|
|
2033
|
10-15 Associates
Goshen,
New York
|
$216K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
2034
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$215K
|
-$4.8K
|
1
|
0.03%
|
Reduced
|
|
|
2035
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$214K
|
+$67.8K
|
4
|
0.36%
|
Increased
|
|
|
2036
|
Weyland Capital Management
Portsmouth,
New Hampshire
|
$213K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2037
|
CKW Financial Group
Honolulu,
Hawaii
|
$212K
|
+$208K
|
5
|
0.11%
|
New
|
|
|
2038
|
Antonetti Capital Management
Naples,
Florida
|
$210K
|
+$42.6K
|
5
|
0.19%
|
Increased
|
|
|
2039
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$210K
|
+$3.73K
|
1
|
0.14%
|
Increased
|
|
|
2040
|
M. Kraus & Co
Shelburne,
Vermont
|
$209K
|
+$210K
|
1
|
0.17%
|
New
|
|
|
2041
|
Planning Alternatives
Birmingham,
Michigan
|
$208K
|
+$234K
|
1
|
0.06%
|
New
|
|
|
2042
|
Pure Financial Advisors
San Diego,
California
|
$208K
|
-$72.3K
|
1
|
0.09%
|
Reduced
|
|
|
2043
|
Raffa Wealth Management
Washington,
District of Columbia
|
$206K
|
+$236K
|
9
|
0.12%
|
New
|
|
|
2044
|
Banta Asset Management
Newport Beach,
California
|
$204K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
2045
|
Rench Wealth Management
Denton,
Texas
|
$203K
|
+$203K
|
1
|
0.2%
|
New
|
|
|
2046
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$202K
|
+$194K
|
1
|
0.04%
|
New
|
|
|
2047
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$201K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
2048
|
Novare Capital Management
Charlotte,
North Carolina
|
$200K
|
+$201K
|
1
|
0.06%
|
New
|
|
|
2049
|
Parasol Investment Management
Westmont,
Illinois
|
$180K
|
+$173K
|
4
|
0.12%
|
New
|
|
|
2050
|
Zions Trust National Association
Salt Lake City,
Utah
|
$176K
|
-$131K
|
4
|
0.24%
|
Reduced
|
|