|
2026
|
Independent Investors Inc
Nesconset,
New York
|
$403K
|
-$32.7K
|
1
|
0.16%
|
Reduced
|
|
|
2027
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$403K
|
$0
|
5
|
0.3%
|
Maintained
|
|
|
2028
|
Goodman Financial
Houston,
Texas
|
$401K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2029
|
Blue Rock Advisors
Wayzata,
Minnesota
|
$399K
|
+$415K
|
1
|
1.01%
|
Increased
|
|
|
2030
|
Bruderman Asset Management
Locust Valley,
New York
|
$399K
|
-$32.7K
|
4
|
0.1%
|
Reduced
|
|
|
2031
|
Harbor Advisors
West Palm Beach,
Florida
|
$398K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2032
|
Excalibur Management
Waltham,
Massachusetts
|
$396K
|
-$1.69K
|
1
|
0.32%
|
Reduced
|
|
|
2033
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$396K
|
+$35.6K
|
1
|
0.14%
|
Increased
|
|
|
2034
|
Thompson Davis & Co
Richmond,
Virginia
|
$395K
|
+$63.9K
|
6
|
0.94%
|
Increased
|
|
|
2035
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$393K
|
+$1.15K
|
1
|
0.31%
|
Increased
|
|
|
2036
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$393K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2037
|
Arete Wealth Advisors
Chicago,
Illinois
|
$392K
|
+$73.1K
|
1
|
0.09%
|
Increased
|
|
|
2038
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$392K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2039
|
Tarbox Family Office
Newport Beach,
California
|
$391K
|
-$924
|
4
|
0.15%
|
Reduced
|
|
|
2040
|
RR Advisors
Dallas,
Texas
|
$390K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2041
|
GSB Wealth Management
Guilford,
Connecticut
|
$389K
|
$0
|
1
|
1.84%
|
Maintained
|
|
|
2042
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$387K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2043
|
Advisors Preferred
Rockville,
Maryland
|
$385K
|
-$431K
|
2
|
0.17%
|
Reduced
|
|
|
2044
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$384K
|
+$29.8K
|
6
|
0.1%
|
Increased
|
|
|
2045
|
Birchview Capital
Burlington,
Vermont
|
$382K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2046
|
Cambiar Investors
Denver,
Colorado
|
$382K
|
+$34.4K
|
1
|
0.01%
|
Increased
|
|
|
2047
|
Bridgeworth
Birmingham,
Alabama
|
$381K
|
+$386K
|
9
|
0.16%
|
New
|
|
|
2048
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$380K
|
-$4.83K
|
1
|
0.04%
|
Reduced
|
|
|
2049
|
Redmond Asset Management
Henrico,
Virginia
|
$378K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2050
|
|
$376K
|
$0
|
1
|
0.34%
|
Maintained
|
|