|
2026
|
Adell Harriman & Carpenter
Houston,
Texas
|
$288K
|
-$81.8K
|
1
|
0.07%
|
Reduced
|
|
|
2027
|
Ballentine Partners
Waltham,
Massachusetts
|
$287K
|
+$33.7K
|
1
|
0.02%
|
Increased
|
|
|
2028
|
Bellecapital
Zurich,
Switzerland
|
$287K
|
+$15.6K
|
1
|
0.27%
|
Increased
|
|
|
2029
|
SFMG Wealth Advisors
Plano,
Texas
|
$286K
|
-$69.7K
|
1
|
0.06%
|
Reduced
|
|
|
2030
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$285K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2031
|
Gratus Capital
Atlanta,
Georgia
|
$284K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2032
|
HCR Wealth Advisors
Los Angeles,
California
|
$283K
|
+$6.57K
|
1
|
0.15%
|
Increased
|
|
|
2033
|
Gilbert & Cook
West Des Moines,
Iowa
|
$281K
|
-$2.27K
|
1
|
0.12%
|
Reduced
|
|
|
2034
|
Yorktown Management & Research Company
Forest,
Virginia
|
$281K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2035
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$279K
|
-$580K
|
1
|
0.05%
|
Reduced
|
|
|
2036
|
One Capital Management
Westlake Village,
California
|
$277K
|
+$19.9K
|
1
|
0.09%
|
Increased
|
|
|
2037
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$276K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2038
|
Northstar Investment Advisors
Denver,
Colorado
|
$276K
|
-$7.93M
|
1
|
0.06%
|
Reduced
|
|
|
2039
|
Bailard
Foster City,
California
|
$274K
|
-$71K
|
1
|
0.02%
|
Reduced
|
|
|
2040
|
Krilogy Financial
St. Louis,
Missouri
|
$274K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
2041
|
Mirador Capital Partners
Pleasanton,
California
|
$274K
|
+$31.1K
|
1
|
0.2%
|
Increased
|
|
|
2042
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$274K
|
-$890K
|
10
|
0.32%
|
Reduced
|
|
|
2043
|
Arcus Capital Partners
Atlanta,
Georgia
|
$272K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2044
|
Probity Advisors
Dallas,
Texas
|
$272K
|
-$7.48K
|
1
|
0.11%
|
Reduced
|
|
|
2045
|
Trustco Bank (New York)
Albany,
New York
|
$272K
|
-$11.4K
|
1
|
0.28%
|
Reduced
|
|
|
2046
|
Capital Planning Advisors
Roseville,
California
|
$270K
|
+$269K
|
1
|
0.13%
|
New
|
|
|
2047
|
First Merchants Corp
Muncie,
Indiana
|
$269K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2048
|
Clear Perspective Advisors
Aurora,
Illinois
|
$268K
|
-$12K
|
4
|
0.18%
|
Reduced
|
|
|
2049
|
Bray Capital Advisors
Naples,
Florida
|
$266K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2050
|
HeadInvest LLC
Portland,
Maine
|
$266K
|
-$23.8K
|
1
|
0.09%
|
Reduced
|
|