|
2026
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$76K
|
-$440K
|
1
|
0.01%
|
Reduced
|
|
|
2027
|
Zuckerman Investment Group
Chicago,
Illinois
|
$74.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2028
|
Accredited Wealth Management
Louisville,
Kentucky
|
$73.9K
|
-$6.52K
|
2
|
0.06%
|
Reduced
|
|
|
2029
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$73.3K
|
+$29K
|
3
|
0.03%
|
Increased
|
|
|
2030
|
Harvest Fund Management
Beijing,
China
|
$73K
|
-$20.8K
|
1
|
0%
|
Reduced
|
|
|
2031
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$72.7K
|
+$63.5K
|
2
|
0.06%
|
New
|
|
|
2032
|
First Financial Corp
Terre Haute,
Indiana
|
$72.5K
|
-$1.01K
|
1
|
0.03%
|
Reduced
|
|
|
2033
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$71.5K
|
-$194K
|
1
|
0.01%
|
Reduced
|
|
|
2034
|
Center for Financial Planning
Southfied,
Michigan
|
$71.2K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2035
|
Tradewinds Capital Management
Bellingham,
Washington
|
$69.1K
|
+$147
|
4
|
0.02%
|
Increased
|
|
|
2036
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$68.7K
|
-$4.84M
|
1
|
0%
|
Reduced
|
|
|
2037
|
Biltmore Family Office
Charlotte,
North Carolina
|
$68.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2038
|
Optivise Advisory Services
Franklin,
Tennessee
|
$68.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2039
|
Requisite Capital Management
Dallas,
Texas
|
$68.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2040
|
Creative Financial Designs
Kokomo,
Indiana
|
$68.1K
|
+$8.09K
|
4
|
0%
|
Increased
|
|
|
2041
|
Navalign LLC
Encino,
California
|
$67.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2042
|
Pflug Koory
Omaha,
Nebraska
|
$67.6K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2043
|
Duncker Streett & Co
St. Louis,
Missouri
|
$67.3K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2044
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$67.1K
|
+$57.4K
|
1
|
0%
|
New
|
|
|
2045
|
Country Trust Bank
Bloomington,
Illinois
|
$66.3K
|
+$17.2K
|
4
|
0%
|
Increased
|
|
|
2046
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$65.5K
|
-$111K
|
1
|
0%
|
Reduced
|
|
|
2047
|
Optimum Investment Advisors
Chicago,
Illinois
|
$64.1K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2048
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$63.5K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2049
|
Asset Dedication LLC
San Francisco,
California
|
$62.7K
|
-$43K
|
4
|
0%
|
Reduced
|
|
|
2050
|
Financial Management Professionals
Austin,
Texas
|
$62.1K
|
+$5.52K
|
1
|
0.01%
|
Increased
|
|
