|
2026
|
Cahill Financial Advisors
Edina,
Minnesota
|
$549K
|
+$70.2K
|
1
|
0.33%
|
Increased
|
|
|
2027
|
|
$547K
|
+$552K
|
3
|
0.35%
|
New
|
|
|
2028
|
Autus Asset Management
Scottsdale,
Arizona
|
$543K
|
-$140K
|
1
|
0.12%
|
Reduced
|
|
|
2029
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$541K
|
+$79.3K
|
1
|
0.16%
|
Increased
|
|
|
2030
|
Sutton Wealth Advisors
Tampa,
Florida
|
$538K
|
-$27.5K
|
7
|
0.48%
|
Reduced
|
|
|
2031
|
Archford Capital Strategies
Swansea,
Illinois
|
$537K
|
-$590K
|
3
|
0.23%
|
Reduced
|
|
|
2032
|
Becker Capital Management
Portland,
Oregon
|
$537K
|
-$43.3K
|
1
|
0.02%
|
Reduced
|
|
|
2033
|
Highlander Capital Management
Short Hills,
New Jersey
|
$537K
|
-$30.5K
|
3
|
0.47%
|
Reduced
|
|
|
2034
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$537K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2035
|
Torch Wealth Management
Cincinnati,
Ohio
|
$537K
|
+$30
|
2
|
0.38%
|
Increased
|
|
|
2036
|
Capstone Investment Advisors (Netherlands)
New York
|
$536K
|
+$533K
|
2
|
0.91%
|
New
|
|
|
2037
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$536K
|
+$543K
|
1
|
0.23%
|
New
|
|
|
2038
|
|
$533K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2039
|
|
$529K
|
+$333K
|
1
|
0.67%
|
Increased
|
|
|
2040
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$524K
|
-$105K
|
1
|
0.05%
|
Reduced
|
|
|
2041
|
Tirschwell & Loewy
New York
|
$524K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2042
|
Delta Asset Management
Memphis,
Tennessee
|
$521K
|
-$427
|
2
|
0.09%
|
Reduced
|
|
|
2043
|
Ronald Blue & Co
Roswell,
Georgia
|
$520K
|
+$15.1K
|
1
|
0.02%
|
Increased
|
|
|
2044
|
HRS Investment Holdings
New York
|
$517K
|
-$186K
|
1
|
0.42%
|
Reduced
|
|
|
2045
|
Retirement Capital Strategies
San Jose,
California
|
$516K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2046
|
Wimmer Associates 1
Pasadena,
California
|
$510K
|
+$9.63K
|
1
|
0.47%
|
Increased
|
|
|
2047
|
Fort Point Capital Partners
San Francisco,
California
|
$506K
|
-$4.53M
|
1
|
0.28%
|
Reduced
|
|
|
2048
|
Lourd Capital
Beverly Hills,
California
|
$501K
|
+$4.39K
|
1
|
0.05%
|
Increased
|
|
|
2049
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$496K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2050
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$495K
|
-$105K
|
1
|
0.16%
|
Reduced
|
|