|
2026
|
Private Ocean
San Rafael,
California
|
$36K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2027
|
ID Management A/S
Randers,
Denmark
|
$34K
|
+$34.1K
|
1
|
0.02%
|
New
|
|
|
2028
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$33K
|
+$2.08K
|
4
|
0.01%
|
Increased
|
|
|
2029
|
Payden & Rygel
Los Angeles,
California
|
$33K
|
-$17K
|
2
|
0.01%
|
Reduced
|
|
|
2030
|
Orrell Capital Management
Livermore,
California
|
$31K
|
+$34.8K
|
1
|
0.05%
|
New
|
|
|
2031
|
Shamrock Asset Management
Dallas,
Texas
|
$31K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2032
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$29K
|
-$39.3K
|
1
|
0%
|
Reduced
|
|
|
2033
|
Qualcomm Inc
San Diego,
California
|
$28K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2034
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$26K
|
-$41.2K
|
3
|
0.01%
|
Reduced
|
|
|
2035
|
United Fire Group
Cedar Rapids,
Iowa
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Tortoise Investment Management
White Plains,
New York
|
$24K
|
-$7.12K
|
2
|
0.01%
|
Reduced
|
|
|
2037
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$23K
|
+$1.48K
|
2
|
0.02%
|
Increased
|
|
|
2038
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$22K
|
+$2.75K
|
1
|
0.01%
|
Increased
|
|
|
2039
|
Cordasco Financial Network
Naples,
Florida
|
$18K
|
-$26K
|
2
|
0.01%
|
Reduced
|
|
|
2040
|
Lenox Wealth Advisors
New York
|
$18K
|
+$5.95K
|
2
|
0.01%
|
Increased
|
|
|
2041
|
Wealthcare Capital Management
Richmond,
Virginia
|
$18K
|
+$8.38K
|
2
|
0%
|
Increased
|
|
|
2042
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$15K
|
+$1.9K
|
7
|
0.01%
|
Increased
|
|
|
2043
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$12K
|
-$169K
|
1
|
0.01%
|
Reduced
|
|
|
2044
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$12K
|
+$12.8K
|
2
|
0.01%
|
Increased
|
|
|
2045
|
First Eagle Investment Management
New York
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2046
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$12K
|
+$1.46K
|
2
|
0.01%
|
Increased
|
|
|
2047
|
Parasol Investment Management
Westmont,
Illinois
|
$11K
|
+$11.7K
|
3
|
0.01%
|
Increased
|
|
|
2048
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.6K
|
-$1.37K
|
6
|
0.01%
|
Reduced
|
|
|
2049
|
South Georgia Capital
Naperville,
Illinois
|
$8K
|
-$484K
|
2
|
0.01%
|
Reduced
|
|
|
2050
|
Pathstone Family Office
Englewood,
New Jersey
|
$7K
|
+$7.74K
|
1
|
0.02%
|
New
|
|