|
2026
|
Oakworth Capital
Birmingham,
Alabama
|
$631K
|
-$11.4K
|
4
|
0.13%
|
Reduced
|
|
|
2027
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$626K
|
+$178K
|
1
|
0.49%
|
Increased
|
|
|
2028
|
Whitnell & Co
Oak Brook,
Illinois
|
$625K
|
+$82.7K
|
2
|
0.26%
|
Increased
|
|
|
2029
|
Elm Advisors
Burlingame,
California
|
$624K
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
2030
|
Cahill Financial Advisors
Edina,
Minnesota
|
$621K
|
+$33.5K
|
1
|
0.29%
|
Increased
|
|
|
2031
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$619K
|
-$73.5K
|
1
|
0.09%
|
Reduced
|
|
|
2032
|
Veritas Investment Management
London,
United Kingdom
|
$618K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2033
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$617K
|
+$33K
|
4
|
0.45%
|
Increased
|
|
|
2034
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$617K
|
-$1.51K
|
1
|
0.31%
|
Reduced
|
|
|
2035
|
EII Capital Management
New York
|
$617K
|
+$60.4K
|
4
|
0.33%
|
Increased
|
|
|
2036
|
Norway Savings Bank
Portland,
Maine
|
$617K
|
-$31.9K
|
2
|
0.56%
|
Reduced
|
|
|
2037
|
|
$615K
|
-$50.1K
|
1
|
0.98%
|
Reduced
|
|
|
2038
|
TCTC Holdings
Dallas,
Texas
|
$615K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2039
|
Coldstream Capital Management
Bellevue,
Washington
|
$612K
|
+$31.6K
|
1
|
0.06%
|
Increased
|
|
|
2040
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$612K
|
-$7.37K
|
1
|
0.37%
|
Reduced
|
|
|
2041
|
Atlas Brown
Louisville,
Kentucky
|
$611K
|
+$5.36K
|
1
|
0.14%
|
Increased
|
|
|
2042
|
RWA Wealth Partners
Newton,
Massachusetts
|
$609K
|
+$189K
|
6
|
0.07%
|
Increased
|
|
|
2043
|
Portfolio Solutions
Royal Oak,
Michigan
|
$607K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2044
|
Diversified Trust
Memphis,
Tennessee
|
$606K
|
-$21.9K
|
1
|
0.04%
|
Reduced
|
|
|
2045
|
Dowling & Yahnke
San Diego,
California
|
$603K
|
-$7.53K
|
1
|
0.06%
|
Reduced
|
|
|
2046
|
Weil Company
San Diego,
California
|
$603K
|
+$6.03K
|
1
|
0.51%
|
Increased
|
|
|
2047
|
Cambridge Advisors
Omaha,
Nebraska
|
$600K
|
-$41.4K
|
1
|
0.21%
|
Reduced
|
|
|
2048
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$600K
|
+$346K
|
7
|
0.23%
|
Increased
|
|
|
2049
|
Front Row Advisors
Tiburon,
California
|
$599K
|
-$3.28K
|
6
|
0.38%
|
Reduced
|
|
|
2050
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$597K
|
+$206K
|
2
|
0.36%
|
Increased
|
|