|
2026
|
Schonfeld Group Holdings
Jericho,
New York
|
$267K
|
+$281K
|
1
|
3.58%
|
New
|
|
|
2027
|
SOL Capital Management
Rockville,
Maryland
|
$263K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2028
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$261K
|
+$1.67K
|
1
|
0.06%
|
Increased
|
|
|
2029
|
Elm Advisors
Burlingame,
California
|
$260K
|
-$3.97K
|
1
|
0.24%
|
Reduced
|
|
|
2030
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$258K
|
+$165K
|
3
|
0.01%
|
Increased
|
|
|
2031
|
Nadler Financial Group
Deerfield,
Illinois
|
$258K
|
-$165K
|
1
|
0.13%
|
Reduced
|
|
|
2032
|
Clean Yield Group
Norwich,
Vermont
|
$257K
|
-$10.5K
|
1
|
0.12%
|
Reduced
|
|
|
2033
|
McGowan Group Asset Management
Dallas,
Texas
|
$254K
|
+$242K
|
1
|
0.05%
|
New
|
|
|
2034
|
New Generation Advisors
Manchester,
Massachusetts
|
$254K
|
+$232K
|
1
|
0.08%
|
New
|
|
|
2035
|
New York Life Investment Management
New York
|
$254K
|
-$10.7M
|
1
|
0.03%
|
Reduced
|
|
|
2036
|
CKW Financial Group
Honolulu,
Hawaii
|
$253K
|
-$16.7K
|
7
|
0.11%
|
Reduced
|
|
|
2037
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$249K
|
+$263K
|
1
|
0.26%
|
New
|
|
|
2038
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$249K
|
+$33K
|
1
|
0.08%
|
Increased
|
|
|
2039
|
TradeLink Capital
Chicago,
Illinois
|
$249K
|
-$205K
|
3
|
0.33%
|
Reduced
|
|
|
2040
|
Advent Capital Management
New York
|
$244K
|
-$6.12M
|
1
|
0%
|
Reduced
|
|
|
2041
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$243K
|
-$2.73K
|
3
|
0.18%
|
Reduced
|
|
|
2042
|
London Company of Virginia
Richmond,
Virginia
|
$241K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2043
|
Van Strum & Towne
San Francisco,
California
|
$241K
|
-$3.66K
|
1
|
0.15%
|
Reduced
|
|
|
2044
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$240K
|
-$3.66K
|
1
|
0.08%
|
Reduced
|
|
|
2045
|
Laurion Capital Management
New York
|
$240K
|
+$208K
|
1
|
0.01%
|
New
|
|
|
2046
|
CFS LLC
Oklahoma City,
Oklahoma
|
$237K
|
+$25.7K
|
1
|
0.34%
|
Increased
|
|
|
2047
|
JMG Financial Group
Downers Grove,
Illinois
|
$236K
|
-$3.6K
|
1
|
0.06%
|
Reduced
|
|
|
2048
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$235K
|
-$34.4K
|
1
|
0.12%
|
Reduced
|
|
|
2049
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$235K
|
-$8.84K
|
1
|
0.06%
|
Reduced
|
|
|
2050
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$233K
|
+$247K
|
1
|
0.15%
|
New
|
|