|
2026
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.73M
|
$0
|
1
|
0.53%
|
Maintained
|
|
|
2027
|
Meixler Investment Management
Show Low,
Arizona
|
$1.73M
|
+$69.7K
|
1
|
0.96%
|
Increased
|
|
|
2028
|
|
$1.73M
|
-$5.98K
|
2
|
1.4%
|
Reduced
|
|
|
2029
|
Carret Asset Management
New York
|
$1.73M
|
+$540K
|
3
|
0.15%
|
Increased
|
|
|
2030
|
|
$1.72M
|
-$311K
|
1
|
0.36%
|
Reduced
|
|
|
2031
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.71M
|
+$234K
|
3
|
0.09%
|
Increased
|
|
|
2032
|
Alpha Wealth Funds
Park City,
Utah
|
$1.71M
|
$0
|
1
|
0.93%
|
Maintained
|
|
|
2033
|
SlateStone Wealth
Jupiter,
Florida
|
$1.71M
|
-$427K
|
1
|
0.13%
|
Reduced
|
|
|
2034
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$1.71M
|
+$145K
|
2
|
0.42%
|
Increased
|
|
|
2035
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.69M
|
+$156K
|
5
|
0.11%
|
Increased
|
|
|
2036
|
Collaborative Fund Advisors
Reno,
Nevada
|
$1.69M
|
+$1.66M
|
5
|
0.98%
|
Increased
|
|
|
2037
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.69M
|
-$108K
|
2
|
0.87%
|
Reduced
|
|
|
2038
|
BayBridge Capital Group
Pleasanton,
California
|
$1.69M
|
-$365K
|
2
|
0.88%
|
Reduced
|
|
|
2039
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.68M
|
-$51.3K
|
1
|
0.94%
|
Reduced
|
|
|
2040
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$1.68M
|
-$56.6K
|
2
|
0.16%
|
Reduced
|
|
|
2041
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$1.68M
|
+$82.1K
|
2
|
0.86%
|
Increased
|
|
|
2042
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$1.66M
|
-$190K
|
2
|
0.77%
|
Reduced
|
|
|
2043
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$1.66M
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2044
|
Bingham Private Wealth
San Francisco,
California
|
$1.66M
|
+$150K
|
3
|
1.14%
|
Increased
|
|
|
2045
|
Hikari Power
Tokyo,
Japan
|
$1.66M
|
-$27.7M
|
1
|
0.19%
|
Reduced
|
|
|
2046
|
Autumn Glory Partners
Dallas,
Texas
|
$1.66M
|
-$591K
|
2
|
0.47%
|
Reduced
|
|
|
2047
|
Pavion Blue Capital
Newport Beach,
California
|
$1.65M
|
-$325K
|
1
|
0.67%
|
Reduced
|
|
|
2048
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.65M
|
+$538K
|
1
|
0.26%
|
Increased
|
|
|
2049
|
Hara Capital
Bellevue,
Washington
|
$1.64M
|
$0
|
5
|
0.87%
|
Maintained
|
|
|
2050
|
Custom Index Systems
New York
|
$1.64M
|
+$4.28K
|
7
|
0.59%
|
Increased
|
|