|
2026
|
Lafayette Investments
Ashton,
Maryland
|
$544K
|
+$9.35K
|
1
|
0.1%
|
Increased
|
|
|
2027
|
Rossby Financial
Melbourne,
Florida
|
$539K
|
-$61.5K
|
1
|
0.1%
|
Reduced
|
|
|
2028
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$539K
|
+$6.54K
|
1
|
0.36%
|
Increased
|
|
|
2029
|
Fox Run Management
Greenwich,
Connecticut
|
$539K
|
+$548K
|
2
|
0.09%
|
New
|
|
|
2030
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$538K
|
-$34K
|
1
|
0.12%
|
Reduced
|
|
|
2031
|
One Capital Management
Westlake Village,
California
|
$537K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
Milestone Asset Management Group
Avon,
Connecticut
|
$536K
|
+$542K
|
1
|
0.27%
|
New
|
|
|
2033
|
Affinity Investment Advisors
Newport Beach,
California
|
$535K
|
-$30.3K
|
1
|
0.27%
|
Reduced
|
|
|
2034
|
NBH Bank
Greenwood Village,
Colorado
|
$533K
|
+$539K
|
2
|
0.22%
|
New
|
|
|
2035
|
Heritage Wealth Management (California)
San Diego,
California
|
$533K
|
-$377K
|
1
|
0.2%
|
Reduced
|
|
|
2036
|
Bluefin Capital Management
New York
|
$532K
|
+$539K
|
1
|
0.13%
|
New
|
|
|
2037
|
OneFund LLC
Saint Petersburg,
Florida
|
$532K
|
-$12.5K
|
1
|
0.3%
|
Reduced
|
|
|
2038
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$531K
|
-$760K
|
1
|
0.14%
|
Reduced
|
|
|
2039
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$530K
|
-$3.05M
|
1
|
0.01%
|
Reduced
|
|
|
2040
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$530K
|
+$2.43K
|
1
|
0.28%
|
Increased
|
|
|
2041
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$530K
|
-$112K
|
1
|
0.07%
|
Reduced
|
|
|
2042
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$530K
|
-$511K
|
1
|
0.14%
|
Reduced
|
|
|
2043
|
Alerus Financial
Grand Forks,
North Dakota
|
$527K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2044
|
SlateStone Wealth
Jupiter,
Florida
|
$526K
|
-$15.1K
|
1
|
0.04%
|
Reduced
|
|
|
2045
|
Net Worth Advisory Group
Sandy,
Utah
|
$524K
|
-$53.5K
|
1
|
0.13%
|
Reduced
|
|
|
2046
|
Holderness Investments Company
Greensboro,
North Carolina
|
$524K
|
+$11.2K
|
1
|
0.09%
|
Increased
|
|
|
2047
|
Focused Alpha LLC
Denver,
Colorado
|
$522K
|
+$528K
|
1
|
0.13%
|
New
|
|
|
2048
|
Clare Market Investments
Dallas,
Texas
|
$520K
|
+$527K
|
1
|
0.1%
|
New
|
|
|
2049
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$519K
|
+$92.8K
|
1
|
0.35%
|
Increased
|
|
|
2050
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$518K
|
+$10.7K
|
1
|
0.34%
|
Increased
|
|