|
2026
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$466K
|
+$16.3K
|
1
|
0.08%
|
Increased
|
|
|
2027
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$463K
|
-$22.3K
|
1
|
0.22%
|
Reduced
|
|
|
2028
|
First Business Financial Services
Madison,
Wisconsin
|
$463K
|
+$480K
|
1
|
0.07%
|
New
|
|
|
2029
|
Regal Investment Advisors
Kentwood,
Michigan
|
$462K
|
+$435K
|
2
|
0.08%
|
New
|
|
|
2030
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$461K
|
+$11.9K
|
1
|
0.08%
|
Increased
|
|
|
2031
|
Tranquility Partners
Brentwood,
Tennessee
|
$461K
|
+$452K
|
1
|
0.42%
|
New
|
|
|
2032
|
Millrace Asset Group
Berwyn,
Pennsylvania
|
$460K
|
+$455K
|
1
|
0.5%
|
New
|
|
|
2033
|
Klingman & Associates
New York
|
$459K
|
+$3.76K
|
1
|
0.08%
|
Increased
|
|
|
2034
|
Boltwood Capital Management
Walnut Creek,
California
|
$458K
|
+$13.9K
|
1
|
0.26%
|
Increased
|
|
|
2035
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$458K
|
-$31.4K
|
1
|
0.11%
|
Reduced
|
|
|
2036
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$456K
|
+$460K
|
1
|
0.08%
|
New
|
|
|
2037
|
MKP Capital Management
New York
|
$456K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2038
|
Wealth Architects
Mountain View,
California
|
$455K
|
+$7.85K
|
1
|
0.13%
|
Increased
|
|
|
2039
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$453K
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
2040
|
Clarity Wealth Advisors
San Jose,
California
|
$448K
|
+$439K
|
1
|
0.38%
|
New
|
|
|
2041
|
Cynosure Group
Salt Lake City,
Utah
|
$448K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2042
|
Mather Group
Chicago,
Illinois
|
$448K
|
+$453K
|
2
|
0.03%
|
New
|
|
|
2043
|
Starfire Investment Advisers
Southfield,
Michigan
|
$448K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2044
|
Robinson Value Management
San Antonio,
Texas
|
$445K
|
+$436K
|
1
|
0.43%
|
New
|
|
|
2045
|
Country Club Trust
Kansas City,
Missouri
|
$444K
|
+$19.3K
|
1
|
0.05%
|
Increased
|
|
|
2046
|
Ceeto Capital Group
Coral Gables,
Florida
|
$443K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2047
|
Unio Capital
Princeton,
New Jersey
|
$443K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2048
|
Bison Wealth
Atlanta,
Georgia
|
$441K
|
-$2.29K
|
1
|
0.21%
|
Reduced
|
|
|
2049
|
James Hambro & Partners
London,
United Kingdom
|
$441K
|
-$121K
|
1
|
0.07%
|
Reduced
|
|
|
2050
|
Optimal Asset Management
Los Altos,
California
|
$440K
|
+$432K
|
1
|
0.07%
|
New
|
|