|
2026
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$38K
|
+$43K
|
1
|
0%
|
New
|
|
|
2027
|
First Washington Corp
Seattle,
Washington
|
$36K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2028
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$35K
|
-$67
|
2
|
0.02%
|
Reduced
|
|
|
2029
|
Shamrock Asset Management
Dallas,
Texas
|
$34K
|
-$11.1K
|
2
|
0.01%
|
Reduced
|
|
|
2030
|
TD Capital Management
Memphis,
Tennessee
|
$33K
|
-$47.1K
|
3
|
0.01%
|
Reduced
|
|
|
2031
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
McRae Capital Management
Morristown,
New Jersey
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2033
|
Ironwood Financial
Tucson,
Arizona
|
$31K
|
+$33.4K
|
5
|
0.02%
|
New
|
|
|
2034
|
AllSquare Wealth Management
Albany,
New York
|
$30K
|
+$37.8K
|
5
|
0.03%
|
New
|
|
|
2035
|
FCM Investments
Dallas,
Texas
|
$29K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
US Financial Advisors
Braintree,
Massachusetts
|
$25K
|
+$25.1K
|
3
|
0.02%
|
New
|
|
|
2037
|
Raffa Wealth Management
Washington,
District of Columbia
|
$24.2K
|
-$67
|
8
|
0.01%
|
Reduced
|
|
|
2038
|
Lagoda Investment Management
New York
|
$24K
|
+$24.5K
|
1
|
0.01%
|
New
|
|
|
2039
|
Lenox Wealth Advisors
New York
|
$23K
|
-$8K
|
1
|
0.01%
|
Reduced
|
|
|
2040
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$23K
|
+$24.6K
|
1
|
0.02%
|
New
|
|
|
2041
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$21K
|
+$21.5K
|
2
|
0.02%
|
New
|
|
|
2042
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$21K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2043
|
South Georgia Capital
Naperville,
Illinois
|
$20K
|
+$74
|
1
|
0.04%
|
Increased
|
|
|
2044
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$19K
|
-$1.15M
|
1
|
0.01%
|
Reduced
|
|
|
2045
|
Pacific Financial Group
Bellevue,
Washington
|
$19K
|
+$20.7K
|
2
|
0.01%
|
New
|
|
|
2046
|
SRH Advisors
Salina,
Kansas
|
$19K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2047
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$18K
|
-$11.4K
|
4
|
0.01%
|
Reduced
|
|
|
2048
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$17K
|
-$8.32M
|
1
|
0%
|
Reduced
|
|
|
2049
|
Payden & Rygel
Los Angeles,
California
|
$17K
|
-$269
|
1
|
0%
|
Reduced
|
|
|
2050
|
Pathstone Family Office
Englewood,
New Jersey
|
$15K
|
-$22.4K
|
2
|
0.05%
|
Reduced
|
|