|
2026
|
Seelaus Asset Management
Chatham,
New Jersey
|
$699K
|
+$72.1K
|
+332
|
+12%
|
|
|
2027
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$696K
|
-$869
|
-4
|
-0.1%
|
|
|
2028
|
Trillium Asset Management
Boston,
Massachusetts
|
$695K
|
-$4.13K
|
-19
|
-0.6%
|
|
|
2029
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$695K
|
+$665K
|
+3,062
|
+51,033%
|
|
|
2030
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$694K
|
–
|
–
|
–
|
|
|
2031
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$693K
|
-$217
|
-1
|
-0%
|
|
|
2032
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$692K
|
-$29.3K
|
-135
|
-4%
|
|
|
2033
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$692K
|
+$10.9K
|
+50
|
+2%
|
|
|
2034
|
Round Hill Asset Management
Pasadena,
California
|
$691K
|
-$5.43K
|
-25
|
-0.8%
|
|
|
2035
|
First Bankers Trust
Louisville,
Kentucky
|
$688K
|
-$239K
|
-1,100
|
-27%
|
|
|
2036
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$686K
|
+$15.6K
|
+72
|
+2%
|
|
|
2037
|
Legacy Bridge
West Des Moines,
Iowa
|
$686K
|
+$98.2K
|
+452
|
+18%
|
|
|
2038
|
Good Life Advisors
Reading,
Pennsylvania
|
$685K
|
-$35.6K
|
-164
|
-5%
|
|
|
2039
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$685K
|
–
|
–
|
–
|
|
|
2040
|
Portland Global Advisors
Portland,
Maine
|
$685K
|
–
|
–
|
–
|
|
|
2041
|
Pinion Investment Advisors
Wichita,
Kansas
|
$683K
|
–
|
–
|
–
|
|
|
2042
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$683K
|
+$655K
|
+3,015
|
New
|
|
|
2043
|
Perkins Coie Trust Company
Seattle,
Washington
|
$680K
|
-$274K
|
-1,260
|
-30%
|
|
|
2044
|
Black Swift Group
Boulder,
Colorado
|
$680K
|
–
|
–
|
–
|
|
|
2045
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$680K
|
+$646K
|
+2,974
|
New
|
|
|
2046
|
Brickley Wealth Management
San Mateo,
California
|
$679K
|
–
|
–
|
–
|
|
|
2047
|
Keating Investment Counselors
Delray Beach,
Florida
|
$676K
|
–
|
–
|
–
|
|
|
2048
|
Archer Investment Corporation
Carmel,
Indiana
|
$674K
|
+$222K
|
+1,023
|
+52%
|
|
|
2049
|
Monetary Management Group
St Louis,
Missouri
|
$670K
|
–
|
–
|
–
|
|
|
2050
|
AssetMark Inc
Concord,
California
|
$670K
|
+$95.3K
|
+439
|
+17%
|
|
