|
2026
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$332K
|
-$5.06K
|
1
|
0.2%
|
Reduced
|
|
|
2027
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$330K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2028
|
Yorktown Management & Research Company
Forest,
Virginia
|
$329K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2029
|
Capital Planning Advisors
Roseville,
California
|
$327K
|
+$19K
|
1
|
0.14%
|
Increased
|
|
|
2030
|
Ackerman Capital Advisors
Dallas,
Texas
|
$325K
|
+$330K
|
1
|
0.14%
|
New
|
|
|
2031
|
Gilbert & Cook
West Des Moines,
Iowa
|
$325K
|
+$5.87K
|
1
|
0.11%
|
Increased
|
|
|
2032
|
Israel Discount Bank of New York
New York
|
$325K
|
-$9.5K
|
6
|
0.26%
|
Reduced
|
|
|
2033
|
|
$325K
|
-$15.2K
|
1
|
0.32%
|
Reduced
|
|
|
2034
|
HCR Wealth Advisors
Los Angeles,
California
|
$323K
|
+$67.7K
|
1
|
0.16%
|
Increased
|
|
|
2035
|
JT Stratford LLC
Gainesville,
Georgia
|
$323K
|
+$105K
|
1
|
0.23%
|
Increased
|
|
|
2036
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$320K
|
-$67.3K
|
1
|
0.21%
|
Reduced
|
|
|
2037
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$320K
|
-$81K
|
1
|
0.09%
|
Reduced
|
|
|
2038
|
Bailard
Foster City,
California
|
$317K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2039
|
WealthSource Partners
San Luis Obispo,
California
|
$316K
|
+$299K
|
1
|
0.11%
|
New
|
|
|
2040
|
Partner Investment Management
San Francisco,
California
|
$315K
|
-$116K
|
1
|
0.42%
|
Reduced
|
|
|
2041
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$312K
|
-$122K
|
1
|
0.07%
|
Reduced
|
|
|
2042
|
Global Financial Private Capital
Sarasota,
Florida
|
$311K
|
-$611K
|
1
|
0.02%
|
Reduced
|
|
|
2043
|
LVZ Inc
Holland,
Michigan
|
$309K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2044
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$309K
|
-$1.11M
|
1
|
0.27%
|
Reduced
|
|
|
2045
|
Probity Advisors
Dallas,
Texas
|
$308K
|
-$1.41K
|
1
|
0.12%
|
Reduced
|
|
|
2046
|
Winning Points Advisors
Boca Raton,
Florida
|
$307K
|
+$3.86K
|
1
|
0.3%
|
Increased
|
|
|
2047
|
Stratford Consulting
Addison,
Texas
|
$306K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2048
|
Conatus Capital Management
Greenwich,
Connecticut
|
$305K
|
+$302K
|
1
|
0.03%
|
New
|
|
|
2049
|
Financial Advisors Network
Tustin,
California
|
$305K
|
-$4.98K
|
1
|
0.25%
|
Reduced
|
|
|
2050
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$305K
|
$0
|
1
|
0.2%
|
Maintained
|
|