|
2026
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$30K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2027
|
Matthew Hamilton Rosenberg
|
$29.7K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2028
|
Fairscale Capital
Nashua,
New Hampshire
|
$29.5K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2029
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$29.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2030
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$29.3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2031
|
Bangor Savings Bank
Bangor,
Maine
|
$28K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2032
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$27.5K
|
+$5.66K
|
2
|
0.02%
|
Increased
|
|
|
2033
|
Clarity Asset Management
Ames,
Iowa
|
$27.3K
|
-$12.9K
|
1
|
0.02%
|
Reduced
|
|
|
2034
|
Global Financial Private Client
Sarasota,
Florida
|
$26.9K
|
-$502K
|
9
|
0.01%
|
Reduced
|
|
|
2035
|
West Financial Advisors
Des Moines,
Iowa
|
$26.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Bellevue Asset Management
Bellevue,
Washington
|
$26.6K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2037
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$26.5K
|
+$25.3K
|
1
|
0.01%
|
New
|
|
|
2038
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26K
|
+$12.5K
|
1
|
0%
|
Increased
|
|
|
2039
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$25.8K
|
+$23.7K
|
4
|
0.01%
|
Increased
|
|
|
2040
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$25.6K
|
-$13.1K
|
1
|
0.01%
|
Reduced
|
|
|
2041
|
Union Savings Bank
Litchfield,
Connecticut
|
$24.4K
|
-$29K
|
2
|
0.01%
|
Reduced
|
|
|
2042
|
Stephens Consulting
Flint,
Michigan
|
$24.2K
|
+$4.98K
|
6
|
0.01%
|
Increased
|
|
|
2043
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$24.2K
|
-$33.9K
|
1
|
0%
|
Reduced
|
|
|
2044
|
Monetary Management Group
St Louis,
Missouri
|
$24.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2045
|
Aspect Partners
Fairfax,
Virginia
|
$23.9K
|
+$1.67K
|
2
|
0.01%
|
Increased
|
|
|
2046
|
Steph & Co
Marinette,
Wisconsin
|
$23.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2047
|
Opal Wealth Advisors
Jericho,
New York
|
$23.7K
|
+$25.1K
|
1
|
0.01%
|
New
|
|
|
2048
|
Raleigh Capital Management
Cary,
North Carolina
|
$23.6K
|
-$3.44K
|
2
|
0.01%
|
Reduced
|
|
|
2049
|
PFS Partners
Mine Hill,
New Jersey
|
$23.3K
|
+$113
|
1
|
0.01%
|
Increased
|
|
|
2050
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$22.9K
|
$0
|
2
|
0.01%
|
Maintained
|
|