|
2026
|
Herald Investment Management
London,
United Kingdom
|
$12.6M
|
-$298K
|
6
|
3.95%
|
Reduced
|
|
|
2027
|
West Coast Financial
Santa Barbara,
California
|
$12.5M
|
-$2.53M
|
4
|
3.53%
|
Reduced
|
|
|
2028
|
Financial Sense Advisors
San Diego,
California
|
$12.5M
|
-$65.9K
|
5
|
5.79%
|
Reduced
|
|
|
2029
|
Cheviot Value Management
Beverly Hills,
California
|
$12.5M
|
-$436K
|
2
|
6.48%
|
Reduced
|
|
|
2030
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$12.5M
|
+$12.2M
|
3
|
8.85%
|
New
|
|
|
2031
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$12.4M
|
+$290K
|
3
|
10.6%
|
Increased
|
|
|
2032
|
S&T Bank
Indiana,
Pennsylvania
|
$12.4M
|
+$86.3K
|
1
|
2.1%
|
Increased
|
|
|
2033
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$12.4M
|
+$12.3M
|
4
|
1.33%
|
New
|
|
|
2034
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$12.4M
|
+$695K
|
6
|
4.59%
|
Increased
|
|
|
2035
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$12.4M
|
+$71.1K
|
3
|
5.25%
|
Increased
|
|
|
2036
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$12.4M
|
+$405K
|
8
|
6.18%
|
Increased
|
|
|
2037
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$12.3M
|
-$1.91M
|
9
|
5.18%
|
Reduced
|
|
|
2038
|
HeadInvest LLC
Portland,
Maine
|
$12.3M
|
-$317K
|
5
|
3.79%
|
Reduced
|
|
|
2039
|
Sawyer & Company
Boston,
Massachusetts
|
$12.3M
|
+$12.1M
|
7
|
8.07%
|
New
|
|
|
2040
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.3M
|
-$5.37M
|
6
|
1.13%
|
Reduced
|
|
|
2041
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$12.3M
|
-$252K
|
1
|
3.08%
|
Reduced
|
|
|
2042
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$12.3M
|
-$499K
|
6
|
7.99%
|
Reduced
|
|
|
2043
|
Wellington Shields & Co
New York
|
$12.3M
|
-$25.2K
|
5
|
6.59%
|
Reduced
|
|
|
2044
|
Teewinot Capital Advisers
New York
|
$12.3M
|
-$1.03M
|
4
|
5.17%
|
Reduced
|
|
|
2045
|
Summit Securities Group
New York
|
$12.3M
|
+$10.2M
|
3
|
1.46%
|
Increased
|
|
|
2046
|
Rikoon Group
Santa Fe,
New Mexico
|
$12.2M
|
-$343K
|
6
|
5.04%
|
Reduced
|
|
|
2047
|
Clearstead Trust
Portland,
Maine
|
$12.2M
|
-$172K
|
6
|
8.32%
|
Reduced
|
|
|
2048
|
Consolidated Capital Management
Burbank,
California
|
$12.1M
|
+$616K
|
3
|
12.51%
|
Increased
|
|
|
2049
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$12.1M
|
+$1.26M
|
10
|
3.97%
|
Increased
|
|
|
2050
|
King Wealth Management Group
Naples,
Florida
|
$12.1M
|
+$546K
|
6
|
4.27%
|
Increased
|
|