|
2026
|
Physicians Financial Services
Raleigh,
North Carolina
|
$52K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2027
|
Catamount Wealth Management
Westport,
Connecticut
|
$49K
|
+$46.8K
|
1
|
0.04%
|
New
|
|
|
2028
|
North Forty Management
Seattle,
Washington
|
$49K
|
+$46.8K
|
1
|
0.06%
|
New
|
|
|
2029
|
Lenox Wealth Advisors
New York
|
$48K
|
-$5.33K
|
2
|
0.02%
|
Reduced
|
|
|
2030
|
|
$46K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2031
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$46K
|
-$531K
|
2
|
0.02%
|
Reduced
|
|
|
2032
|
Tortoise Investment Management
White Plains,
New York
|
$46K
|
+$24.4K
|
2
|
0.02%
|
Increased
|
|
|
2033
|
Ruggie Capital Group
Tavares,
Florida
|
$42K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2034
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$40K
|
-$3K
|
3
|
0.03%
|
Reduced
|
|
|
2035
|
Fusion Family Wealth
Woodbury,
New York
|
$38K
|
+$39.8K
|
3
|
0.02%
|
New
|
|
|
2036
|
WESPAC Advisors SoCal
Pasadena,
California
|
$37.2K
|
-$1.28K
|
4
|
0.02%
|
Reduced
|
|
|
2037
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$35K
|
+$4.64K
|
4
|
0.01%
|
Increased
|
|
|
2038
|
Trust Company
Manhattan,
Kansas
|
$33K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2039
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2041
|
Winfield Associates
Cleveland,
Ohio
|
$30K
|
-$1.2K
|
4
|
0.02%
|
Reduced
|
|
|
2042
|
Clear Perspective Advisors
Aurora,
Illinois
|
$29K
|
+$28K
|
1
|
0.02%
|
New
|
|
|
2043
|
St. Johns Investment Management
Jacksonville,
Florida
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2044
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
$29K
|
-$637K
|
1
|
0.04%
|
Reduced
|
|
|
2045
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$29K
|
+$18.9K
|
4
|
0.02%
|
Increased
|
|
|
2046
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$28K
|
-$18.8K
|
1
|
0%
|
Reduced
|
|
|
2047
|
Regal Wealth Group
Seal Beach,
California
|
$28K
|
-$2.72K
|
1
|
0.02%
|
Reduced
|
|
|
2048
|
New York Life Trust
New York
|
$27K
|
-$77K
|
1
|
0.13%
|
Reduced
|
|
|
2049
|
INR Advisory Services
Media,
Pennsylvania
|
$26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2050
|
BCM Advisors
Lafayette,
Louisiana
|
$25K
|
+$24.7K
|
2
|
0.02%
|
New
|
|