|
2026
|
Boston Trust Walden
Boston,
Massachusetts
|
$3.94M
|
-$89.5K
|
1
|
0.03%
|
Reduced
|
|
|
2027
|
CV Advisors
Aventura,
Florida
|
$3.94M
|
-$404K
|
2
|
0.73%
|
Reduced
|
|
|
2028
|
Ranch Capital Advisors
Sarasota,
Florida
|
$3.94M
|
+$90.3K
|
1
|
1.25%
|
Increased
|
|
|
2029
|
Metatron Long Term Equity Fund
Birkirkara,
|
$3.93M
|
+$3.99M
|
1
|
1.78%
|
New
|
|
|
2030
|
|
$3.92M
|
+$983K
|
2
|
0.1%
|
Increased
|
|
|
2031
|
Ceera Investments
Bellaire,
Texas
|
$3.92M
|
+$2.19M
|
2
|
1.66%
|
Increased
|
|
|
2032
|
BDF Gestion
Paris,
France
|
$3.92M
|
-$165K
|
1
|
0.52%
|
Reduced
|
|
|
2033
|
High Note Wealth
Deephaven,
Minnesota
|
$3.92M
|
+$66K
|
3
|
0.67%
|
Increased
|
|
|
2034
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$3.91M
|
-$216K
|
1
|
0.22%
|
Reduced
|
|
|
2035
|
XXI Wealth LLC
Chicago,
Illinois
|
$3.91M
|
+$353K
|
2
|
1.79%
|
Increased
|
|
|
2036
|
Two Sigma Securities
New York
|
$3.9M
|
-$5.05M
|
9
|
0.34%
|
Reduced
|
|
|
2037
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$3.89M
|
-$99.2K
|
2
|
0.83%
|
Reduced
|
|
|
2038
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$3.89M
|
-$102K
|
1
|
3.03%
|
Reduced
|
|
|
2039
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$3.89M
|
$0
|
2
|
2.68%
|
Maintained
|
|
|
2040
|
F/M Investments
Washington,
District of Columbia
|
$3.88M
|
+$838K
|
2
|
0.2%
|
Increased
|
|
|
2041
|
Monetta Financial Services
Wheaton,
Illinois
|
$3.88M
|
+$953K
|
2
|
2.62%
|
Increased
|
|
|
2042
|
Comprehensive Financial Management
Los Gatos,
California
|
$3.88M
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2043
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.88M
|
+$356K
|
2
|
0.21%
|
Increased
|
|
|
2044
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.87M
|
+$474K
|
2
|
0.21%
|
Increased
|
|
|
2045
|
Purus Wealth Management
Newport Beach,
California
|
$3.87M
|
-$20.7K
|
3
|
1.07%
|
Reduced
|
|
|
2046
|
Stamos Capital Partners
Menlo Park,
California
|
$3.87M
|
+$302K
|
1
|
0.59%
|
Increased
|
|
|
2047
|
City Holding Co
Charleston,
West Virginia
|
$3.87M
|
+$27
|
3
|
0.44%
|
Increased
|
|
|
2048
|
SWS Partners
Columbus,
Ohio
|
$3.86M
|
+$82.1K
|
2
|
0.83%
|
Increased
|
|
|
2049
|
Whitney & Co
Rochester,
New York
|
$3.85M
|
-$16.3K
|
1
|
0.28%
|
Reduced
|
|
|
2050
|
Momentum Wealth Planning
Estero,
Florida
|
$3.85M
|
-$480K
|
1
|
2.82%
|
Reduced
|
|