|
2026
|
SOA Wealth Advisors
New York
|
$113K
|
+$26.1K
|
2
|
0.03%
|
Increased
|
|
|
2027
|
Toth Financial Advisory
Leesburg,
Virginia
|
$113K
|
-$6.21K
|
1
|
0.02%
|
Reduced
|
|
|
2028
|
SouthState Corp
Winter Haven,
Florida
|
$112K
|
-$19.3K
|
2
|
0.01%
|
Reduced
|
|
|
2029
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$111K
|
-$9.31K
|
2
|
0.02%
|
Reduced
|
|
|
2030
|
BOK Financial Private Wealth
Denver,
Colorado
|
$110K
|
+$113K
|
1
|
0.01%
|
New
|
|
|
2031
|
SJS Investment Consulting
Sylvania,
Ohio
|
$109K
|
+$113K
|
2
|
0.04%
|
New
|
|
|
2032
|
State of Wyoming
Cheyenne,
Wyoming
|
$107K
|
+$52.7K
|
1
|
0.05%
|
Increased
|
|
|
2033
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$106K
|
+$11.1K
|
2
|
0.02%
|
Increased
|
|
|
2034
|
Johnson Midwest Financial
Glidden,
Iowa
|
$106K
|
+$108K
|
2
|
0.4%
|
Increased
|
|
|
2035
|
Cowen Prime Advisors
New York
|
$105K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2036
|
Natixis Investment Managers International
Paris,
France
|
$105K
|
-$480K
|
1
|
0.01%
|
Reduced
|
|
|
2037
|
Janiczek Wealth Management
Denver,
Colorado
|
$104K
|
+$32.1K
|
2
|
0.03%
|
Increased
|
|
|
2038
|
|
$104K
|
-$10K
|
1
|
0.01%
|
Reduced
|
|
|
2039
|
EP Wealth Advisors
Torrance,
California
|
$101K
|
-$311K
|
1
|
0%
|
Reduced
|
|
|
2040
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$100K
|
-$14.7K
|
2
|
0.03%
|
Reduced
|
|
|
2041
|
Pacifica Partners
Surrey,
Canada
|
$99K
|
-$5.59K
|
1
|
0.07%
|
Reduced
|
|
|
2042
|
McIlrath & Eck
Arlington,
Washington
|
$97K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2043
|
Seldon Capital
San Francisco,
California
|
$97K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2044
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$95K
|
-$4.94K
|
2
|
0.03%
|
Reduced
|
|
|
2045
|
TFC Financial Management
Boston,
Massachusetts
|
$94K
|
-$66.2K
|
2
|
0.03%
|
Reduced
|
|
|
2046
|
Central Bank & Trust
Lexington,
Kentucky
|
$93K
|
-$6.92K
|
1
|
0.02%
|
Reduced
|
|
|
2047
|
Baystate Wealth Management
Boston,
Massachusetts
|
$92K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2048
|
Focused Wealth Management
Newburgh,
New York
|
$92K
|
+$9.3K
|
3
|
0.02%
|
Increased
|
|
|
2049
|
Hartford Financial Management
Hartford,
Connecticut
|
$92K
|
-$8.87K
|
2
|
0.03%
|
Reduced
|
|
|
2050
|
Valley Wealth Managers
Paramus,
New Jersey
|
$91K
|
-$82K
|
1
|
0.01%
|
Reduced
|
|