|
2026
|
Torray Investment Partners
Bethesda,
Maryland
|
$228K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2027
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$227K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2028
|
Evermay Wealth Management
Arlington,
Virginia
|
$227K
|
-$152K
|
1
|
0.08%
|
Reduced
|
|
|
2029
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$227K
|
-$2.77K
|
1
|
0.05%
|
Reduced
|
|
|
2030
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$226K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2031
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$226K
|
+$240K
|
1
|
0.21%
|
New
|
|
|
2032
|
Hudock Inc
Williamsport,
Pennsylvania
|
$225K
|
+$22.6K
|
3
|
0.09%
|
Increased
|
|
|
2033
|
Regal Investment Advisors
Kentwood,
Michigan
|
$223K
|
+$15.2K
|
1
|
0.05%
|
Increased
|
|
|
2034
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$220K
|
+$230K
|
1
|
0.07%
|
New
|
|
|
2035
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$220K
|
$0
|
3
|
0.2%
|
Maintained
|
|
|
2036
|
Omnia Family Wealth
Aventura,
Florida
|
$219K
|
-$19.5K
|
2
|
0.1%
|
Reduced
|
|
|
2037
|
WealthTrust Fairport
Cleveland,
Ohio
|
$219K
|
-$1.74M
|
3
|
0.02%
|
Reduced
|
|
|
2038
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$218K
|
+$29.6K
|
1
|
0.12%
|
Increased
|
|
|
2039
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$218K
|
-$14.8K
|
1
|
0.21%
|
Reduced
|
|
|
2040
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$217K
|
+$128K
|
2
|
0.06%
|
Increased
|
|
|
2041
|
BSW Wealth Partners
Boulder,
Colorado
|
$217K
|
-$394K
|
1
|
0.1%
|
Reduced
|
|
|
2042
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$217K
|
+$234K
|
1
|
0.06%
|
New
|
|
|
2043
|
John W. Bristol & Co
New York
|
$215K
|
+$232K
|
1
|
0.01%
|
New
|
|
|
2044
|
Simon Quick Advisors
Morristown,
New Jersey
|
$215K
|
-$147K
|
3
|
0.09%
|
Reduced
|
|
|
2045
|
|
$213K
|
-$405K
|
1
|
0.1%
|
Reduced
|
|
|
2046
|
Ackerman Capital Advisors
Dallas,
Texas
|
$212K
|
+$212K
|
1
|
0.09%
|
New
|
|
|
2047
|
Rice Partnership
Honolulu,
Hawaii
|
$212K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2048
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$210K
|
+$222K
|
1
|
0.08%
|
New
|
|
|
2049
|
DSC Advisors
Chicago,
Illinois
|
$210K
|
+$222K
|
1
|
0.04%
|
New
|
|
|
2050
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$210K
|
$0
|
1
|
0.15%
|
Maintained
|
|