|
2026
|
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
|
$3.95M
|
+$2.82M
|
1
|
0.07%
|
New
|
|
|
2027
|
Aristeia Capital
Greenwich,
Connecticut
|
$3.94M
|
+$2.81M
|
2
|
0.05%
|
Increased
|
|
|
2028
|
Harrell Investment Partners
Austin,
Texas
|
$3.94M
|
+$35.7K
|
4
|
0.85%
|
Increased
|
|
|
2029
|
Crédit Industriel et Commercial
Paris France,
France
|
$3.91M
|
-$12.3M
|
2
|
0.25%
|
Reduced
|
|
|
2030
|
Family Capital Trust
Peabody,
Massachusetts
|
$3.9M
|
$0
|
1
|
1.27%
|
Maintained
|
|
|
2031
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.89M
|
-$192K
|
6
|
0.05%
|
Reduced
|
|
|
2032
|
NBC Securities
Birmingham,
Alabama
|
$3.89M
|
-$26.4K
|
19
|
0.26%
|
Reduced
|
|
|
2033
|
Roundview Capital
Princeton,
New Jersey
|
$3.89M
|
-$1.07M
|
4
|
0.21%
|
Reduced
|
|
|
2034
|
Harbor Advisors
West Palm Beach,
Florida
|
$3.89M
|
$0
|
2
|
0.49%
|
Maintained
|
|
|
2035
|
Strategic Advisors
New York
|
$3.88M
|
-$114K
|
2
|
0.85%
|
Reduced
|
|
|
2036
|
General Catalyst Group Management
Cambridge,
Massachusetts
|
$3.88M
|
$0
|
1
|
2.06%
|
Maintained
|
|
|
2037
|
Decker Retirement Planning
Levi,
Utah
|
$3.88M
|
+$2.68M
|
6
|
1.32%
|
Increased
|
|
|
2038
|
Abbot Financial Management
Andover,
Massachusetts
|
$3.87M
|
-$47.2K
|
2
|
1.32%
|
Reduced
|
|
|
2039
|
Aigen Investment Management
New York
|
$3.87M
|
-$1.31M
|
9
|
1.06%
|
Reduced
|
|
|
2040
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$3.86M
|
-$1.17M
|
2
|
0.99%
|
Reduced
|
|
|
2041
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$3.86M
|
-$9.6K
|
1
|
1.42%
|
Reduced
|
|
|
2042
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.85M
|
-$300K
|
6
|
0.15%
|
Reduced
|
|
|
2043
|
Bull Street Advisors
Savannah,
Georgia
|
$3.85M
|
-$57.2K
|
1
|
1.76%
|
Reduced
|
|
|
2044
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.84M
|
-$359K
|
2
|
0.44%
|
Reduced
|
|
|
2045
|
Sava Infond
Maribor,
Slovenia
|
$3.84M
|
-$964K
|
4
|
0.27%
|
Reduced
|
|
|
2046
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.83M
|
+$436K
|
18
|
0.27%
|
Increased
|
|
|
2047
|
Portland Global Advisors
Portland,
Maine
|
$3.83M
|
+$35.1K
|
2
|
0.36%
|
Increased
|
|
|
2048
|
GHP Investment Advisors
Denver,
Colorado
|
$3.82M
|
+$145K
|
15
|
0.14%
|
Increased
|
|
|
2049
|
Soltis Investment Advisors
St. George,
Utah
|
$3.81M
|
+$300K
|
7
|
0.21%
|
Increased
|
|
|
2050
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.8M
|
+$3.63M
|
2
|
0.32%
|
New
|
|