|
2026
|
Prospera Financial Services
Dallas,
Texas
|
$15.3M
|
-$1.81M
|
7
|
2.85%
|
Reduced
|
|
|
2027
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$15.2M
|
-$2.23M
|
3
|
13.35%
|
Reduced
|
|
|
2028
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$15.2M
|
-$163K
|
16
|
4.34%
|
Reduced
|
|
|
2029
|
Manchester Capital Management
Manchester,
Vermont
|
$15.1M
|
-$79.6K
|
10
|
2.17%
|
Reduced
|
|
|
2030
|
Arete Wealth Advisors
Chicago,
Illinois
|
$15.1M
|
-$1.17M
|
7
|
3.35%
|
Reduced
|
|
|
2031
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$15.1M
|
-$7.21K
|
6
|
9.72%
|
Reduced
|
|
|
2032
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$15.1M
|
-$142M
|
2
|
0.53%
|
Reduced
|
|
|
2033
|
Centaurus Financial
Anaheim,
California
|
$15.1M
|
-$6.13M
|
11
|
2.72%
|
Reduced
|
|
|
2034
|
|
$15M
|
+$2.14M
|
6
|
2.17%
|
Increased
|
|
|
2035
|
West Coast Financial
Santa Barbara,
California
|
$15M
|
+$1.2M
|
5
|
3.46%
|
Increased
|
|
|
2036
|
Oberweis Asset Management
Lisle,
Illinois
|
$15M
|
+$1M
|
5
|
2.9%
|
Increased
|
|
|
2037
|
GM Advisory Group
Melville,
New York
|
$14.9M
|
-$242K
|
7
|
4.68%
|
Reduced
|
|
|
2038
|
Avantax Planning Partners
Dubuque,
Iowa
|
$14.9M
|
+$619K
|
16
|
1.2%
|
Increased
|
|
|
2039
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$14.9M
|
+$4.71M
|
8
|
4.43%
|
Increased
|
|
|
2040
|
Cheviot Value Management
Beverly Hills,
California
|
$14.9M
|
-$577K
|
3
|
7.01%
|
Reduced
|
|
|
2041
|
Bruderman Asset Management
Locust Valley,
New York
|
$14.9M
|
-$1.45M
|
10
|
3.42%
|
Reduced
|
|
|
2042
|
Benson Investment Management Company
Roanoke,
Virginia
|
$14.9M
|
-$149K
|
4
|
11.19%
|
Reduced
|
|
|
2043
|
Independent Investors Inc
Nesconset,
New York
|
$14.9M
|
+$38.5K
|
5
|
5.25%
|
Increased
|
|
|
2044
|
HeadInvest LLC
Portland,
Maine
|
$14.9M
|
-$312K
|
6
|
4.28%
|
Reduced
|
|
|
2045
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$14.9M
|
+$714K
|
8
|
5.98%
|
Increased
|
|
|
2046
|
Apriem Advisors
Irvine,
California
|
$14.8M
|
+$303K
|
6
|
3.24%
|
Increased
|
|
|
2047
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$14.8M
|
-$467K
|
3
|
6.29%
|
Reduced
|
|
|
2048
|
Rational Advisors
Huntington,
New York
|
$14.8M
|
-$680K
|
10
|
3.54%
|
Reduced
|
|
|
2049
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$14.8M
|
-$184K
|
7
|
9.86%
|
Reduced
|
|
|
2050
|
Herald Investment Management
London,
United Kingdom
|
$14.8M
|
$0
|
7
|
3.78%
|
Maintained
|
|