|
2026
|
TownSquare Capital
Provo,
Utah
|
$257K
|
+$12.1K
|
1
|
0.05%
|
Increased
|
|
|
2027
|
Adelphi Trust
Saint Petersburg,
Florida
|
$256K
|
+$34.9K
|
1
|
0.17%
|
Increased
|
|
|
2028
|
Mattern Wealth Management
Lawrence,
Kansas
|
$256K
|
+$4.95K
|
1
|
0.04%
|
Increased
|
|
|
2029
|
Brandywine Managers
Hockessin,
Delaware
|
$256K
|
+$267K
|
1
|
0.13%
|
New
|
|
|
2030
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$254K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2031
|
Old Mission Investment Co
Traverse City,
Michigan
|
$254K
|
-$150
|
1
|
0.05%
|
Reduced
|
|
|
2032
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$254K
|
+$243K
|
1
|
0.02%
|
New
|
|
|
2033
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$254K
|
+$23.4K
|
1
|
0.03%
|
Increased
|
|
|
2034
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$253K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$252K
|
+$242K
|
1
|
0.1%
|
New
|
|
|
2036
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$252K
|
-$451K
|
1
|
0.02%
|
Reduced
|
|
|
2037
|
Parallax Volatility Advisers
San Francisco,
California
|
$251K
|
+$240K
|
1
|
0%
|
New
|
|
|
2038
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$250K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2039
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$248K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2040
|
Arlington Partners
Birmingham,
Alabama
|
$247K
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
2041
|
Sara-Bay Financial
Sarasota,
Florida
|
$247K
|
+$199K
|
1
|
0.07%
|
New
|
|
|
2042
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$247K
|
+$233K
|
10
|
0.02%
|
New
|
|
|
2043
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$244K
|
-$33.5K
|
7
|
0.07%
|
Reduced
|
|
|
2044
|
Capital Performance Advisors
Walnut Creek,
California
|
$244K
|
-$108K
|
2
|
0.02%
|
Reduced
|
|
|
2045
|
|
$243K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2046
|
Leisure Capital Management
Costa Mesa,
California
|
$243K
|
+$23.2K
|
1
|
0.08%
|
Increased
|
|
|
2047
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$243K
|
-$6.9K
|
4
|
0.02%
|
Reduced
|
|
|
2048
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$243K
|
-$14K
|
1
|
0.09%
|
Reduced
|
|
|
2049
|
Childress Capital Advisors
Houston,
Texas
|
$242K
|
+$1.65K
|
1
|
0.04%
|
Increased
|
|
|
2050
|
Tevis Investment Management
Plano,
Texas
|
$242K
|
$0
|
1
|
0.13%
|
Maintained
|
|