|
2026
|
Planning Center Inc
Moline,
Illinois
|
$11.3M
|
+$143K
|
3
|
1.07%
|
Increased
|
|
|
2027
|
JBF Capital
Aspen,
Colorado
|
$11.3M
|
+$762K
|
3
|
1.48%
|
Increased
|
|
|
2028
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$11.3M
|
-$1.2M
|
5
|
0.24%
|
Reduced
|
|
|
2029
|
Meixler Investment Management
Show Low,
Arizona
|
$11.3M
|
+$364K
|
4
|
6.22%
|
Increased
|
|
|
2030
|
Advisors Preferred
Rockville,
Maryland
|
$11.2M
|
+$837K
|
3
|
1.74%
|
Increased
|
|
|
2031
|
CNA Financial
Chicago,
Illinois
|
$11.2M
|
-$7.5M
|
1
|
4.7%
|
Reduced
|
|
|
2032
|
JB Capital
Wethersfield,
Connecticut
|
$11.2M
|
+$4.94M
|
4
|
0.39%
|
Increased
|
|
|
2033
|
PDS Planning
Dublin,
Ohio
|
$11.2M
|
+$835K
|
12
|
0.65%
|
Increased
|
|
|
2034
|
Blume Capital Management
Berkeley,
California
|
$11.2M
|
+$93.4K
|
4
|
1.64%
|
Increased
|
|
|
2035
|
Keebeck Wealth Management
Chicago,
Illinois
|
$11.2M
|
-$2.95M
|
14
|
1.09%
|
Reduced
|
|
|
2036
|
KR Capital LP
New York City,
New York
|
$11.2M
|
-$17.9M
|
3
|
1.11%
|
Reduced
|
|
|
2037
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$11.2M
|
-$132K
|
2
|
6.59%
|
Reduced
|
|
|
2038
|
Asset Management Group
Stamford,
Connecticut
|
$11.2M
|
-$698K
|
2
|
1.64%
|
Reduced
|
|
|
2039
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$11.2M
|
-$332K
|
4
|
1.1%
|
Reduced
|
|
|
2040
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$11.2M
|
-$374K
|
1
|
3.44%
|
Reduced
|
|
|
2041
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$11.2M
|
+$1.99M
|
35
|
0.67%
|
Increased
|
|
|
2042
|
Cigna Investments
Bloomfield,
Connecticut
|
$11.2M
|
+$1.1M
|
12
|
1.44%
|
Increased
|
|
|
2043
|
Finer Wealth Management
Salem,
Massachusetts
|
$11.1M
|
-$202K
|
2
|
4.98%
|
Reduced
|
|
|
2044
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$11.1M
|
-$337
|
2
|
3.49%
|
Reduced
|
|
|
2045
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$11.1M
|
-$197K
|
3
|
2.21%
|
Reduced
|
|
|
2046
|
Trust Point Inc
La Crosse,
Wisconsin
|
$11.1M
|
-$38.5M
|
12
|
0.94%
|
Reduced
|
|
|
2047
|
Beaton Management Company
Haverhill,
Massachusetts
|
$11.1M
|
+$136K
|
4
|
4.52%
|
Increased
|
|
|
2048
|
|
$11.1M
|
-$1.38M
|
26
|
3.3%
|
Reduced
|
|
|
2049
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$11.1M
|
+$494K
|
14
|
3.08%
|
Increased
|
|
|
2050
|
Aviso Financial
Toronto,
Ontario, Canada
|
$11.1M
|
-$1.22M
|
6
|
0.38%
|
Reduced
|
|