|
2026
|
Corrado Advisors
Ramsey,
New Jersey
|
$10.3M
|
+$124K
|
3
|
5.78%
|
Increased
|
|
|
2027
|
King Wealth Management Group
Naples,
Florida
|
$10.3M
|
+$792K
|
5
|
3.81%
|
Increased
|
|
|
2028
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$10.2M
|
-$160K
|
6
|
5.05%
|
Reduced
|
|
|
2029
|
Perella Weinberg Partners Capital Management
New York
|
$10.2M
|
-$542K
|
2
|
0.86%
|
Reduced
|
|
|
2030
|
Consolidated Capital Management
Burbank,
California
|
$10.2M
|
+$267K
|
4
|
13.01%
|
Increased
|
|
|
2031
|
Boardman Bay Capital Management
New York
|
$10.2M
|
-$1.01M
|
3
|
10.2%
|
Reduced
|
|
|
2032
|
Concentric Wealth Management
Lafayette,
California
|
$10.2M
|
+$56.5K
|
5
|
7.7%
|
Increased
|
|
|
2033
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$1.35M
|
6
|
3.93%
|
Increased
|
|
|
2034
|
Grisanti Capital Management
New York
|
$10.1M
|
+$3.8M
|
3
|
4.15%
|
Increased
|
|
|
2035
|
Paradigm Asset Management
New York
|
$10.1M
|
-$3.19M
|
5
|
2.62%
|
Reduced
|
|
|
2036
|
Grace Capital
Quincy,
Massachusetts
|
$10.1M
|
-$3.42M
|
2
|
3.67%
|
Reduced
|
|
|
2037
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$10.1M
|
+$662K
|
3
|
3.25%
|
Increased
|
|
|
2038
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$10.1M
|
$0
|
1
|
1.69%
|
Maintained
|
|
|
2039
|
Salem Capital Management
Woburn,
Massachusetts
|
$10.1M
|
-$363K
|
2
|
5.21%
|
Reduced
|
|
|
2040
|
Sterneck Capital Management
Kansas City,
Missouri
|
$10.1M
|
+$649K
|
4
|
5.79%
|
Increased
|
|
|
2041
|
GO ETF Solutions
London,
United Kingdom
|
$10.1M
|
+$2.38M
|
1
|
1.87%
|
Increased
|
|
|
2042
|
MHR Fund Management
New York
|
$10.1M
|
+$9.8M
|
1
|
0.44%
|
New
|
|
|
2043
|
Cadence Bank NA
Houston,
Texas
|
$10.1M
|
-$327K
|
6
|
3.81%
|
Reduced
|
|
|
2044
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$10.1M
|
+$814K
|
7
|
4.39%
|
Increased
|
|
|
2045
|
Aviance Capital Partners
Naples,
Florida
|
$10.1M
|
-$801K
|
7
|
3.4%
|
Reduced
|
|
|
2046
|
Stockman Wealth Management
Billings,
Montana
|
$10.1M
|
+$5.69M
|
3
|
4.81%
|
Increased
|
|
|
2047
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$10M
|
+$366K
|
8
|
2.43%
|
Increased
|
|
|
2048
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$10M
|
-$49.1K
|
14
|
4.12%
|
Reduced
|
|
|
2049
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$10M
|
+$91.2K
|
2
|
4.27%
|
Increased
|
|
|
2050
|
|
$9.8M
|
-$515K
|
3
|
6.4%
|
Reduced
|
|