|
2026
|
Alerus Financial
Grand Forks,
North Dakota
|
$45K
|
+$41.3K
|
1
|
0%
|
New
|
|
|
2027
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$45K
|
+$48.4K
|
2
|
0.01%
|
New
|
|
|
2028
|
Sciencast Management
Princeton,
New Jersey
|
$45K
|
-$269K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$44K
|
-$10.9M
|
1
|
0%
|
Reduced
|
|
|
2030
|
Lenox Wealth Advisors
New York
|
$44K
|
-$16.4K
|
2
|
0.01%
|
Reduced
|
|
|
2031
|
Meridian Management
Little Rock,
Arkansas
|
$44K
|
+$4K
|
1
|
0.01%
|
Increased
|
|
|
2032
|
Polaris Capital Management
Boston,
Massachusetts
|
$44K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2033
|
ADE LLC
Baltimore,
Maryland
|
$43K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2034
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$43K
|
-$16.9K
|
3
|
0.02%
|
Reduced
|
|
|
2035
|
Rockbridge Investment Management
Syracuse,
New York
|
$43K
|
+$7.18K
|
2
|
0.01%
|
Increased
|
|
|
2036
|
Selective Wealth Management
Forest,
Virginia
|
$42K
|
-$2.28K
|
3
|
0.04%
|
Reduced
|
|
|
2037
|
Ironwood Financial
Tucson,
Arizona
|
$41K
|
-$15.9K
|
2
|
0.01%
|
Reduced
|
|
|
2038
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$41K
|
+$14.4K
|
2
|
0.01%
|
Increased
|
|
|
2039
|
WMS Partners
Towson,
Maryland
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
Bray Capital Advisors
Naples,
Florida
|
$40K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2041
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$40K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2042
|
Legacy Bridge
West Des Moines,
Iowa
|
$40K
|
-$4.22K
|
1
|
0.03%
|
Reduced
|
|
|
2043
|
Litman Gregory Wealth Management
Larkspur,
California
|
$40K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2044
|
Better Money Decisions
Santa Fe,
New Mexico
|
$39K
|
+$40.7K
|
1
|
0.04%
|
New
|
|
|
2045
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$39K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2046
|
Centerpoint Advisors
Needham,
Massachusetts
|
$38K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2047
|
Hoese & Co
Glencoe,
Minnesota
|
$38K
|
+$40.4K
|
1
|
0.05%
|
New
|
|
|
2048
|
Pin Oak Investment Advisors
Houston,
Texas
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2049
|
Raffa Wealth Management
Washington,
District of Columbia
|
$36.6K
|
+$7.45K
|
7
|
0.01%
|
Increased
|
|
|
2050
|
Delta Investment Management
San Francisco,
California
|
$36K
|
-$2.08K
|
1
|
0.01%
|
Reduced
|
|