|
2026
|
Sovran Advisors
San Diego,
California
|
$5.77M
|
-$141K
|
5
|
0.43%
|
Reduced
|
|
|
2027
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$5.76M
|
-$260K
|
3
|
0.14%
|
Reduced
|
|
|
2028
|
Wilson Asset Management
Sydney,
Australia
|
$5.75M
|
+$5.44M
|
1
|
1.58%
|
New
|
|
|
2029
|
Gradient Capital Advisors
San Diego,
California
|
$5.75M
|
+$31K
|
2
|
1.33%
|
Increased
|
|
|
2030
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$5.74M
|
-$21.8K
|
1
|
0.45%
|
Reduced
|
|
|
2031
|
Renaissance Group
Covington,
Kentucky
|
$5.73M
|
-$540K
|
1
|
0.23%
|
Reduced
|
|
|
2032
|
TLWM Financial
San Antonio,
Texas
|
$5.73M
|
+$974K
|
3
|
0.93%
|
Increased
|
|
|
2033
|
West Branch Capital
Amherst,
Massachusetts
|
$5.73M
|
+$119K
|
7
|
1.33%
|
Increased
|
|
|
2034
|
SGL Investment Advisors
Missoula,
Montana
|
$5.7M
|
+$631K
|
2
|
1.97%
|
Increased
|
|
|
2035
|
Transmarket Holdings
Chicago,
Illinois
|
$5.69M
|
+$1.45M
|
1
|
4.18%
|
Increased
|
|
|
2036
|
Infusive Asset Management
New York
|
$5.69M
|
-$945K
|
1
|
2.59%
|
Reduced
|
|
|
2037
|
TRB Wealth Management
Houston,
Texas
|
$5.69M
|
-$267K
|
5
|
0.76%
|
Reduced
|
|
|
2038
|
Atlas Legacy Advisors
Los Angeles,
California
|
$5.67M
|
+$905K
|
3
|
0.84%
|
Increased
|
|
|
2039
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$5.66M
|
-$1.21M
|
2
|
3.25%
|
Reduced
|
|
|
2040
|
Bright Financial Advisors
Portage,
Michigan
|
$5.66M
|
+$212K
|
2
|
2.37%
|
Increased
|
|
|
2041
|
HSG Holding
Na,
Hong Kong
|
$5.66M
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
2042
|
Eagle Strategies
New York
|
$5.65M
|
+$409K
|
2
|
0.56%
|
Increased
|
|
|
2043
|
Everpar Advisors
Tulsa,
Oklahoma
|
$5.65M
|
-$188K
|
4
|
1.61%
|
Reduced
|
|
|
2044
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$5.64M
|
+$140K
|
2
|
1.16%
|
Increased
|
|
|
2045
|
Wealth Intelligence
Columbus,
Georgia
|
$5.62M
|
+$83.3K
|
2
|
2.61%
|
Increased
|
|
|
2046
|
Cromwell Holdings
Jackson,
Wyoming
|
$5.61M
|
+$770K
|
15
|
2.52%
|
Increased
|
|
|
2047
|
Deltroit Asset Management (UK)
London,
|
$5.6M
|
+$3.17M
|
1
|
0.81%
|
Increased
|
|
|
2048
|
CCG Wealth Management
San Diego,
California
|
$5.6M
|
+$308K
|
1
|
1.3%
|
Increased
|
|
|
2049
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$5.58M
|
-$39.5K
|
1
|
2.35%
|
Reduced
|
|
|
2050
|
Samalin Investment Counsel
Chappaqua,
New York
|
$5.58M
|
+$89.6K
|
2
|
1.74%
|
Increased
|
|