|
2026
|
Oakworth Capital
Birmingham,
Alabama
|
$167K
|
+$158K
|
3
|
0.12%
|
New
|
|
|
2027
|
|
$167K
|
+$181K
|
1
|
0.3%
|
New
|
|
|
2028
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$166K
|
-$4.09M
|
1
|
0.08%
|
Reduced
|
|
|
2029
|
|
$165K
|
-$40.7K
|
3
|
0.02%
|
Reduced
|
|
|
2030
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$165K
|
-$316K
|
1
|
0.02%
|
Reduced
|
|
|
2031
|
Stonebridge Capital Management
Los Angeles,
California
|
$163K
|
+$177K
|
1
|
0.07%
|
New
|
|
|
2032
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$162K
|
-$13.4K
|
1
|
0.11%
|
Reduced
|
|
|
2033
|
Smith, Moore & Co
Clayton,
Missouri
|
$160K
|
+$174K
|
1
|
0.1%
|
New
|
|
|
2034
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$159K
|
-$230K
|
5
|
0.04%
|
Reduced
|
|
|
2035
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$155K
|
+$168K
|
1
|
0.14%
|
New
|
|
|
2036
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$154K
|
+$147K
|
5
|
0.1%
|
New
|
|
|
2037
|
Windsor Capital Management
Phoenix,
Arizona
|
$149K
|
-$13.7K
|
3
|
0.09%
|
Reduced
|
|
|
2038
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$133K
|
+$47.1K
|
4
|
0.04%
|
Increased
|
|
|
2039
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$126K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$124K
|
+$7.59K
|
2
|
0.07%
|
Increased
|
|
|
2041
|
Telluride Asset Management
Wayzata,
Minnesota
|
$124K
|
+$78.3K
|
1
|
0.15%
|
New
|
|
|
2042
|
Madden Advisory Services
Jacksonville,
Florida
|
$120K
|
-$52K
|
3
|
0.09%
|
Reduced
|
|
|
2043
|
AMI Investment Management
Kendallville,
Indiana
|
$112K
|
+$104K
|
1
|
0.1%
|
New
|
|
|
2044
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$111K
|
+$17.1K
|
4
|
0.05%
|
Increased
|
|
|
2045
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$108K
|
+$114K
|
2
|
0.08%
|
New
|
|
|
2046
|
Menta Capital
San Francisco,
California
|
$105K
|
+$93.4K
|
1
|
0.04%
|
New
|
|
|
2047
|
Financial Management Professionals
Austin,
Texas
|
$100K
|
-$8.68K
|
3
|
0.07%
|
Reduced
|
|
|
2048
|
Torch Wealth Management
Cincinnati,
Ohio
|
$97K
|
+$99K
|
4
|
0.07%
|
New
|
|
|
2049
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$97K
|
-$6.46K
|
2
|
0.07%
|
Reduced
|
|
|
2050
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$96K
|
-$766
|
4
|
0.14%
|
Reduced
|
|