|
2026
|
East Coast Asset Management
Essex,
Massachusetts
|
$357K
|
+$322K
|
1
|
0.19%
|
New
|
|
|
2027
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$355K
|
-$3.09K
|
1
|
0.06%
|
Reduced
|
|
|
2028
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$353K
|
+$42.5K
|
1
|
0.11%
|
Increased
|
|
|
2029
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$352K
|
+$43.1K
|
5
|
0.21%
|
Increased
|
|
|
2030
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$348K
|
+$129
|
1
|
0.24%
|
Increased
|
|
|
2031
|
Atlas Brown
Louisville,
Kentucky
|
$341K
|
+$21.6K
|
1
|
0.14%
|
Increased
|
|
|
2032
|
Manchester Capital Management
Manchester,
Vermont
|
$335K
|
-$381K
|
5
|
0.05%
|
Reduced
|
|
|
2033
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$334K
|
-$3.86K
|
1
|
0.15%
|
Reduced
|
|
|
2034
|
Modera Wealth Management
Westwood,
New Jersey
|
$334K
|
+$301K
|
1
|
0.12%
|
New
|
|
|
2035
|
ClariVest Asset Management
San Diego,
California
|
$329K
|
-$844K
|
6
|
0.01%
|
Reduced
|
|
|
2036
|
Global X Management Company
New York
|
$326K
|
+$208K
|
7
|
0.02%
|
Increased
|
|
|
2037
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$324K
|
-$591K
|
1
|
0.11%
|
Reduced
|
|
|
2038
|
Partnervest Advisory Services
Santa Barbara,
California
|
$320K
|
+$75.8K
|
1
|
0.17%
|
Increased
|
|
|
2039
|
Invictus RG
Hamilton,
Bermuda
|
$317K
|
+$29.3K
|
3
|
0.38%
|
Increased
|
|
|
2040
|
Weybosset Research & Management
Province,
Rhode Island
|
$317K
|
+$5.79K
|
1
|
0.27%
|
Increased
|
|
|
2041
|
Nadler Financial Group
Deerfield,
Illinois
|
$315K
|
+$232
|
1
|
0.14%
|
Increased
|
|
|
2042
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$314K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2043
|
ETF Managers Group
Summit,
New Jersey
|
$310K
|
+$230K
|
6
|
0.23%
|
New
|
|
|
2044
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$309K
|
-$37.2K
|
1
|
0.03%
|
Reduced
|
|
|
2045
|
Relative Value Partners Group
|
$307K
|
+$64.3K
|
1
|
0.04%
|
Increased
|
|
|
2046
|
M&R Capital Management
Summit,
New Jersey
|
$305K
|
+$36.8K
|
1
|
0.09%
|
Increased
|
|
|
2047
|
Texas Capital Bancshares
Dallas,
Texas
|
$305K
|
+$17.6K
|
1
|
0.78%
|
Increased
|
|
|
2048
|
Cahill Financial Advisors
Edina,
Minnesota
|
$301K
|
-$188K
|
1
|
0.23%
|
Reduced
|
|
|
2049
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$301K
|
+$26
|
1
|
0.12%
|
Increased
|
|
|
2050
|
Lau Associates
Greenville,
Delaware
|
$297K
|
$0
|
1
|
0.31%
|
Maintained
|
|