|
2026
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$277K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2027
|
Menard Financial Group
Houston,
Texas
|
$275K
|
-$348K
|
1
|
0.19%
|
Reduced
|
|
|
2028
|
Whelan Financial
Fresno,
California
|
$275K
|
+$271K
|
1
|
0.09%
|
New
|
|
|
2029
|
E&G Advisors
Houston,
Texas
|
$275K
|
+$271K
|
1
|
0.06%
|
New
|
|
|
2030
|
KPP Advisory Services
Louisville,
Kentucky
|
$274K
|
+$270K
|
1
|
0.04%
|
New
|
|
|
2031
|
Aspiring Ventures
Cincinnati,
Ohio
|
$274K
|
-$86.6K
|
1
|
0.09%
|
Reduced
|
|
|
2032
|
Warwick Investment Management
Bryan,
Texas
|
$274K
|
+$33.9K
|
1
|
0.05%
|
Increased
|
|
|
2033
|
LifeSteps Financial
Claremont,
California
|
$274K
|
-$8.48K
|
1
|
0.18%
|
Reduced
|
|
|
2034
|
Family Investment Center
Saint Joseph,
Missouri
|
$274K
|
-$139K
|
1
|
0.06%
|
Reduced
|
|
|
2035
|
MV Capital Management
Bethesda,
Maryland
|
$272K
|
+$606
|
1
|
0.03%
|
Increased
|
|
|
2036
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$272K
|
+$168K
|
1
|
0.1%
|
Increased
|
|
|
2037
|
ESL Trust Services
Rochester,
New York
|
$271K
|
+$12.7K
|
1
|
0.05%
|
Increased
|
|
|
2038
|
Salomon & Ludwin
Richmond,
Virginia
|
$271K
|
+$120K
|
1
|
0.02%
|
Increased
|
|
|
2039
|
Bridgefront Capital
Austin,
Texas
|
$271K
|
-$1.61M
|
1
|
0.08%
|
Reduced
|
|
|
2040
|
City State Bank
Norwalk,
Iowa
|
$271K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2041
|
Sentinus LLC
Oak Brook,
Illinois
|
$270K
|
+$266K
|
1
|
0.06%
|
New
|
|
|
2042
|
Capital Wealth Planning
Naples,
Florida
|
$269K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2043
|
Sonoma Allocations
Santa Rosa,
California
|
$269K
|
+$271K
|
1
|
0.1%
|
New
|
|
|
2044
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$269K
|
+$12.1K
|
1
|
0.02%
|
Increased
|
|
|
2045
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$269K
|
-$18.2K
|
1
|
0.03%
|
Reduced
|
|
|
2046
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$268K
|
+$60.6K
|
1
|
0.07%
|
Increased
|
|
|
2047
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$267K
|
-$1.21K
|
1
|
0.08%
|
Reduced
|
|
|
2048
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$267K
|
-$23.6K
|
1
|
0.02%
|
Reduced
|
|
|
2049
|
Kane Investment Management
Los Gatos,
California
|
$266K
|
+$262K
|
1
|
0.13%
|
New
|
|
|
2050
|
Drum Hill Capital
Westport,
Connecticut
|
$264K
|
$0
|
1
|
0.29%
|
Maintained
|
|