|
2026
|
LVZ Inc
Holland,
Michigan
|
$189K
|
+$42.5K
|
1
|
0.09%
|
Increased
|
|
|
2027
|
Sutton Wealth Advisors
Tampa,
Florida
|
$188K
|
+$176K
|
9
|
0.18%
|
New
|
|
|
2028
|
RFG Advisory
Birmingham,
Alabama
|
$187K
|
+$175K
|
1
|
0.15%
|
New
|
|
|
2029
|
AllSquare Wealth Management
Albany,
New York
|
$186K
|
+$55.8K
|
5
|
0.18%
|
Increased
|
|
|
2030
|
10-15 Associates
Goshen,
New York
|
$185K
|
-$7.49K
|
1
|
0.06%
|
Reduced
|
|
|
2031
|
MCF Advisors
Covington,
Kentucky
|
$184K
|
+$19.3K
|
4
|
0.05%
|
Increased
|
|
|
2032
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$183K
|
+$65.5K
|
4
|
0.12%
|
Increased
|
|
|
2033
|
First Western Capital Management
Los Angeles,
California
|
$182K
|
+$37.7K
|
1
|
0.06%
|
Increased
|
|
|
2034
|
Pettee Investors
Rowayton,
Connecticut
|
$182K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2035
|
Hartford Financial Management
Hartford,
Connecticut
|
$181K
|
+$9.04K
|
4
|
0.11%
|
Increased
|
|
|
2036
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$180K
|
+$167K
|
1
|
0.03%
|
New
|
|
|
2037
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$178K
|
-$5.22K
|
1
|
0.08%
|
Reduced
|
|
|
2038
|
Proficio Capital Partners
Newton,
Massachusetts
|
$178K
|
-$4.75K
|
11
|
0.15%
|
Reduced
|
|
|
2039
|
Diversified Trust
Memphis,
Tennessee
|
$171K
|
-$598K
|
1
|
0.02%
|
Reduced
|
|
|
2040
|
Fayez Sarofim & Co
Houston,
Texas
|
$171K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2041
|
Penbrook Management
New York
|
$165K
|
+$12.6K
|
1
|
0.18%
|
Increased
|
|
|
2042
|
CKW Financial Group
Honolulu,
Hawaii
|
$163K
|
$0
|
4
|
0.06%
|
Maintained
|
|
|
2043
|
Maryland Capital Management
Towson,
Maryland
|
$163K
|
-$101K
|
1
|
0.02%
|
Reduced
|
|
|
2044
|
Maple Capital Management
Montpelier,
Vermont
|
$162K
|
-$6.74K
|
1
|
0.06%
|
Reduced
|
|
|
2045
|
Stockman Wealth Management
Billings,
Montana
|
$160K
|
-$8.55K
|
1
|
0.13%
|
Reduced
|
|
|
2046
|
Needham Investment Management
New York
|
$158K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2047
|
Becker Capital Management
Portland,
Oregon
|
$151K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2048
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$150K
|
+$93.4K
|
1
|
0.35%
|
Increased
|
|
|
2049
|
Tarbox Family Office
Newport Beach,
California
|
$150K
|
+$4.46K
|
7
|
0.11%
|
Increased
|
|
|
2050
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$149K
|
-$72K
|
6
|
0.14%
|
Reduced
|
|