|
2026
|
Alpine Woods Capital Investors
Purchase,
New York
|
$212K
|
-$34.3K
|
1
|
0.05%
|
Reduced
|
|
|
2027
|
Aspiriant LLC
Los Angeles,
California
|
$212K
|
+$201K
|
1
|
0.02%
|
New
|
|
|
2028
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$211K
|
+$199K
|
1
|
0.04%
|
New
|
|
|
2029
|
Elm Advisors
Burlingame,
California
|
$210K
|
+$199K
|
1
|
0.15%
|
New
|
|
|
2030
|
Fagan Associates
Troy,
New York
|
$210K
|
+$209K
|
1
|
0.09%
|
New
|
|
|
2031
|
Relative Value Partners Group
|
$210K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
2032
|
Weaver Consulting Group
Huntington Beach,
California
|
$210K
|
+$194K
|
7
|
0.06%
|
New
|
|
|
2033
|
Kelly Financial Services
Braintree,
Massachusetts
|
$208K
|
+$196K
|
4
|
0.23%
|
New
|
|
|
2034
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$208K
|
+$197K
|
1
|
0.19%
|
New
|
|
|
2035
|
Country Trust Bank
Bloomington,
Illinois
|
$208K
|
+$121K
|
3
|
0.01%
|
Increased
|
|
|
2036
|
First Personal Financial Services
Charlotte,
North Carolina
|
$208K
|
-$20.8K
|
4
|
0.06%
|
Reduced
|
|
|
2037
|
Human Investing
Lake Oswego,
Oregon
|
$208K
|
-$188K
|
3
|
0.08%
|
Reduced
|
|
|
2038
|
JOYN Advisors
Atlanta,
Georgia
|
$208K
|
-$458K
|
1
|
0.05%
|
Reduced
|
|
|
2039
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$207K
|
+$196K
|
1
|
0.17%
|
New
|
|
|
2040
|
Regent Investment Management
Louisville,
Kentucky
|
$207K
|
+$197K
|
1
|
0.07%
|
New
|
|
|
2041
|
Sigma Investment Counselors
Northville,
Michigan
|
$207K
|
+$196K
|
1
|
0.03%
|
New
|
|
|
2042
|
Stewart & Patten Company
Lafayette,
California
|
$207K
|
-$14.6K
|
1
|
0.04%
|
Reduced
|
|
|
2043
|
Tarbox Family Office
Newport Beach,
California
|
$207K
|
-$1.74K
|
7
|
0.08%
|
Reduced
|
|
|
2044
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$205K
|
+$195K
|
1
|
0.1%
|
New
|
|
|
2045
|
Frisch Financial Group
Melville,
New York
|
$205K
|
+$192K
|
1
|
0.13%
|
New
|
|
|
2046
|
R.M. Davis Inc
Portland,
Maine
|
$205K
|
-$14.9K
|
1
|
0.01%
|
Reduced
|
|
|
2047
|
Advisory Alpha
Holland,
Michigan
|
$205K
|
+$198K
|
6
|
0.07%
|
New
|
|
|
2048
|
Altium Wealth Management
Purchase,
New York
|
$204K
|
-$10.7K
|
1
|
0.03%
|
Reduced
|
|
|
2049
|
Gemmer Asset Management
Walnut Creek,
California
|
$204K
|
+$13.8K
|
8
|
0.06%
|
Increased
|
|
|
2050
|
Hourglass Capital
Houston,
Texas
|
$204K
|
+$194K
|
1
|
0.06%
|
New
|
|