|
2026
|
Steamboat Capital Partners
Rye,
New York
|
$178K
|
+$171K
|
1
|
0.16%
|
New
|
|
|
2027
|
Becker Capital Management
Portland,
Oregon
|
$177K
|
+$18.9K
|
1
|
0.01%
|
Increased
|
|
|
2028
|
CKW Financial Group
Honolulu,
Hawaii
|
$177K
|
+$26.1K
|
5
|
0.06%
|
Increased
|
|
|
2029
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$176K
|
+$184K
|
1
|
0.03%
|
New
|
|
|
2030
|
Fayez Sarofim & Co
Houston,
Texas
|
$171K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2031
|
Central Bank & Trust
Lexington,
Kentucky
|
$164K
|
-$20.7K
|
2
|
0.05%
|
Reduced
|
|
|
2032
|
Pettee Investors
Rowayton,
Connecticut
|
$163K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2033
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$162K
|
-$131K
|
4
|
0.13%
|
Reduced
|
|
|
2034
|
Terril Brothers
St. Louis,
Missouri
|
$162K
|
-$27.6M
|
1
|
0.09%
|
Reduced
|
|
|
2035
|
Nadler Financial Group
Deerfield,
Illinois
|
$160K
|
-$26.8K
|
1
|
0.06%
|
Reduced
|
|
|
2036
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$158K
|
-$3.25K
|
4
|
0.17%
|
Reduced
|
|
|
2037
|
Thomaspartners
Boston,
Massachusetts
|
$157K
|
+$165K
|
1
|
0%
|
New
|
|
|
2038
|
Rikoon Group
Santa Fe,
New Mexico
|
$156K
|
+$164K
|
1
|
0.12%
|
New
|
|
|
2039
|
RFG Advisory
Birmingham,
Alabama
|
$155K
|
-$12.9K
|
1
|
0.14%
|
Reduced
|
|
|
2040
|
Diversified Trust
Memphis,
Tennessee
|
$153K
|
-$2.19M
|
1
|
0.02%
|
Reduced
|
|
|
2041
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$153K
|
+$22.4K
|
6
|
0.06%
|
Increased
|
|
|
2042
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$152K
|
-$62.1K
|
1
|
0.05%
|
Reduced
|
|
|
2043
|
Welch Group
Birmingham,
Alabama
|
$151K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2044
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$149K
|
-$72.6K
|
1
|
0.4%
|
Reduced
|
|
|
2045
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$149K
|
-$36.1K
|
1
|
0.1%
|
Reduced
|
|
|
2046
|
Hollencrest Capital Management
Newport Beach,
California
|
$148K
|
-$29.8K
|
1
|
0.02%
|
Reduced
|
|
|
2047
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$147K
|
+$13.5K
|
7
|
0.13%
|
Increased
|
|
|
2048
|
Penbrook Management
New York
|
$147K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2049
|
Confluence Wealth Management
Portland,
Oregon
|
$144K
|
-$24.6K
|
1
|
0.07%
|
Reduced
|
|
|
2050
|
Bruderman Asset Management
Locust Valley,
New York
|
$143K
|
-$705K
|
6
|
0.04%
|
Reduced
|
|