|
2026
|
J.W. Burns & Co
Dewitt,
New York
|
$269K
|
-$24.6K
|
1
|
0.09%
|
Reduced
|
|
|
2027
|
Water Island Capital
New York
|
$269K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2028
|
Loeb Partners Corp
New York
|
$262K
|
-$349K
|
1
|
0.1%
|
Reduced
|
|
|
2029
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$257K
|
+$2.16K
|
1
|
0.05%
|
Increased
|
|
|
2030
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$255K
|
+$83.3K
|
4
|
0.04%
|
Increased
|
|
|
2031
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$254K
|
+$2.56K
|
1
|
0.16%
|
Increased
|
|
|
2032
|
Hudock Inc
Williamsport,
Pennsylvania
|
$254K
|
+$243
|
1
|
0.12%
|
Increased
|
|
|
2033
|
Orinda Asset Management
Lafayette,
California
|
$253K
|
$0
|
3
|
0.32%
|
Maintained
|
|
|
2034
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$252K
|
+$270K
|
1
|
0.13%
|
New
|
|
|
2035
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$251K
|
-$198K
|
1
|
0.27%
|
Reduced
|
|
|
2036
|
Chilton Capital Management
Houston,
Texas
|
$250K
|
+$59.2K
|
1
|
0.03%
|
Increased
|
|
|
2037
|
Pettee Investors
Rowayton,
Connecticut
|
$250K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2038
|
M&R Capital Management
Summit,
New Jersey
|
$249K
|
+$257K
|
1
|
0.07%
|
New
|
|
|
2039
|
Everett Harris & Co
Los Angeles,
California
|
$248K
|
-$7.1K
|
1
|
0.01%
|
Reduced
|
|
|
2040
|
FAS Wealth Partners
Leawood,
Kansas
|
$247K
|
-$9.42K
|
1
|
0.14%
|
Reduced
|
|
|
2041
|
Norris Perne & French
Grand Rapids,
Michigan
|
$243K
|
-$10.8K
|
1
|
0.06%
|
Reduced
|
|
|
2042
|
Garde Capital
Seattle,
Washington
|
$242K
|
+$11.7K
|
1
|
0.08%
|
Increased
|
|
|
2043
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$241K
|
-$7.46K
|
2
|
0.13%
|
Reduced
|
|
|
2044
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$239K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2045
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$237K
|
-$29.8K
|
1
|
0.1%
|
Reduced
|
|
|
2046
|
Keel Point
Huntsville,
Alabama
|
$237K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2047
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$235K
|
+$40.9K
|
1
|
0.03%
|
Increased
|
|
|
2048
|
Polen Capital Management
Boca Raton,
Florida
|
$235K
|
+$237K
|
1
|
0%
|
New
|
|
|
2049
|
Relative Value Partners Group
|
$231K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2050
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$230K
|
-$35.4K
|
6
|
0.14%
|
Reduced
|
|