|
2026
|
Avidian Wealth Enterprises
Houston,
Texas
|
$293K
|
+$233K
|
1
|
0.04%
|
New
|
|
|
2027
|
Haafor (Singapore)
Singapore
|
$293K
|
-$423K
|
1
|
0.5%
|
Reduced
|
|
|
2028
|
Parthenon LLC
Louisville,
Kentucky
|
$293K
|
+$232K
|
1
|
0.06%
|
New
|
|
|
2029
|
Amarillo National Bank
Amarillo,
Texas
|
$292K
|
+$232K
|
1
|
0.12%
|
New
|
|
|
2030
|
First Command Bank
Fort Worth,
Texas
|
$292K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2031
|
First Command Financial Services
Fort Worth,
Texas
|
$292K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2032
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$292K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2033
|
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
$289K
|
+$229K
|
1
|
0.08%
|
New
|
|
|
2034
|
Sunflower Bank
Dallas,
Texas
|
$289K
|
+$230K
|
1
|
0.11%
|
New
|
|
|
2035
|
Sage Rhino Capital
Menlo Park,
California
|
$287K
|
+$227K
|
1
|
0.15%
|
New
|
|
|
2036
|
Creative Financial Designs
Kokomo,
Indiana
|
$284K
|
+$204K
|
2
|
0.09%
|
Increased
|
|
|
2037
|
Leisure Capital Management
Costa Mesa,
California
|
$284K
|
+$225K
|
1
|
0.23%
|
New
|
|
|
2038
|
Essex Financial Services
Essex,
Connecticut
|
$283K
|
+$224K
|
1
|
0.09%
|
New
|
|
|
2039
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$283K
|
+$225K
|
1
|
0.24%
|
New
|
|
|
2040
|
Landaas & Company
Milwaukee,
Wisconsin
|
$283K
|
+$224K
|
1
|
0.22%
|
New
|
|
|
2041
|
|
$281K
|
-$6.64M
|
0
|
–
|
Closed
|
|
|
2042
|
James Investment Research
Alpha,
Ohio
|
$280K
|
+$21.8K
|
1
|
0.03%
|
Increased
|
|
|
2043
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$279K
|
+$221K
|
1
|
0.01%
|
New
|
|
|
2044
|
Redwood Investment Management
Scottsdale,
Arizona
|
$279K
|
+$221K
|
1
|
0.08%
|
New
|
|
|
2045
|
Van Strum & Towne
San Francisco,
California
|
$279K
|
+$221K
|
1
|
0.19%
|
New
|
|
|
2046
|
DC Investments Management
Mclean,
Virginia
|
$277K
|
+$285K
|
1
|
0.1%
|
New
|
|
|
2047
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$277K
|
+$220K
|
1
|
0.2%
|
New
|
|
|
2048
|
Cadence Bank NA
Houston,
Texas
|
$276K
|
+$219K
|
1
|
0.12%
|
New
|
|
|
2049
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$276K
|
+$219K
|
1
|
0.04%
|
New
|
|
|
2050
|
Edge Capital Group
Atlanta,
Georgia
|
$276K
|
+$219K
|
1
|
0.03%
|
New
|
|