|
2026
|
|
$693K
|
-$684K
|
1
|
0.1%
|
Reduced
|
|
|
2027
|
SouthState Corp
Winter Haven,
Florida
|
$692K
|
+$17.7K
|
3
|
0.03%
|
Increased
|
|
|
2028
|
Dynamic Technology Lab
Singapore
|
$691K
|
-$1.18M
|
3
|
0.15%
|
Reduced
|
|
|
2029
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$690K
|
+$492K
|
1
|
0.07%
|
New
|
|
|
2030
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$690K
|
+$492K
|
1
|
0.06%
|
New
|
|
|
2031
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$690K
|
+$138K
|
1
|
0%
|
Increased
|
|
|
2032
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$688K
|
-$16K
|
1
|
0.28%
|
Reduced
|
|
|
2033
|
Beacon Financial Group
Dallas,
Texas
|
$688K
|
-$128K
|
1
|
0.06%
|
Reduced
|
|
|
2034
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$687K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2035
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$687K
|
+$1.02K
|
4
|
0.03%
|
Increased
|
|
|
2036
|
Clarendon Private
Boston,
Massachusetts
|
$686K
|
+$489K
|
1
|
0.44%
|
New
|
|
|
2037
|
Tableaux
Stockbridge,
Massachusetts
|
$684K
|
+$16.2K
|
1
|
0.29%
|
Increased
|
|
|
2038
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$684K
|
-$7.28K
|
1
|
0.07%
|
Reduced
|
|
|
2039
|
Odyssean LLC
Darien,
Connecticut
|
$682K
|
+$797K
|
1
|
0.11%
|
New
|
|
|
2040
|
McMillan Office
St. Clair Shores,
Michigan
|
$678K
|
+$1.82K
|
5
|
0.08%
|
Increased
|
|
|
2041
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$677K
|
$0
|
2
|
0.28%
|
Maintained
|
|
|
2042
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$677K
|
-$115K
|
1
|
0.18%
|
Reduced
|
|
|
2043
|
International Assets Investment Management
Orlando,
Florida
|
$677K
|
-$80K
|
2
|
0.04%
|
Reduced
|
|
|
2044
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$677K
|
+$75.7K
|
1
|
0.05%
|
Increased
|
|
|
2045
|
Mayport LLC
Newton,
Massachusetts
|
$676K
|
+$481K
|
1
|
0.1%
|
New
|
|
|
2046
|
TigerOak Management
Albuquerque,
New Mexico
|
$673K
|
-$39.3K
|
1
|
0.19%
|
Reduced
|
|
|
2047
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$670K
|
+$162K
|
1
|
0.07%
|
Increased
|
|
|
2048
|
SVB Wealth
Boston,
Massachusetts
|
$670K
|
-$9.46K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
First City Capital Management
Savannah,
Georgia
|
$668K
|
+$68.7K
|
2
|
0.33%
|
Increased
|
|
|
2050
|
Woodward Diversified Capital
Bakersfield,
California
|
$668K
|
-$17.6K
|
2
|
0.29%
|
Reduced
|
|