|
2026
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$221K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2027
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$221K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2028
|
Caprock Group
Boise,
Idaho
|
$221K
|
-$12.6K
|
1
|
0.04%
|
Reduced
|
|
|
2029
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$221K
|
+$2.62K
|
1
|
0.03%
|
Increased
|
|
|
2030
|
Sigma Investment Counselors
Northville,
Michigan
|
$221K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2031
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$220K
|
-$16.8K
|
1
|
0.17%
|
Reduced
|
|
|
2032
|
Beacon Pointe Advisors
Newport Beach,
California
|
$219K
|
+$212K
|
1
|
0.08%
|
New
|
|
|
2033
|
FNY Investment Advisers
New York
|
$219K
|
+$115K
|
2
|
0.06%
|
Increased
|
|
|
2034
|
LexAurum Advisors
Overland Park,
Kansas
|
$219K
|
-$10.2K
|
1
|
0.14%
|
Reduced
|
|
|
2035
|
Cognios Capital
Leawood,
Kansas
|
$218K
|
+$215K
|
1
|
0.08%
|
New
|
|
|
2036
|
Hourglass Capital
Houston,
Texas
|
$218K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2037
|
Riverpark Capital Management
New York
|
$218K
|
+$21.4K
|
1
|
0.05%
|
Increased
|
|
|
2038
|
Aries Wealth Management
Portland,
Maine
|
$217K
|
-$1.14K
|
1
|
0.15%
|
Reduced
|
|
|
2039
|
Sonora Investment Management
Tucson,
Arizona
|
$217K
|
+$59.1K
|
5
|
0.02%
|
Increased
|
|
|
2040
|
Human Investing
Lake Oswego,
Oregon
|
$216K
|
-$9.85K
|
3
|
0.08%
|
Reduced
|
|
|
2041
|
Windsor Capital Management
Phoenix,
Arizona
|
$216K
|
+$213K
|
1
|
0.1%
|
New
|
|
|
2042
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$215K
|
+$195K
|
1
|
0.02%
|
New
|
|
|
2043
|
Enterprise Trust & Investment
Los Gatos,
California
|
$215K
|
+$213K
|
1
|
0.13%
|
New
|
|
|
2044
|
Destination Wealth Management
Walnut Creek,
California
|
$214K
|
-$99.4K
|
5
|
0.01%
|
Reduced
|
|
|
2045
|
HCR Wealth Advisors
Los Angeles,
California
|
$214K
|
+$210K
|
1
|
0.06%
|
New
|
|
|
2046
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$213K
|
+$206K
|
1
|
0.28%
|
New
|
|
|
2047
|
WealthPLAN Partners
Omaha,
Nebraska
|
$213K
|
-$431K
|
1
|
0.03%
|
Reduced
|
|
|
2048
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$213K
|
+$211K
|
1
|
0.04%
|
New
|
|
|
2049
|
EFG Asset Management (Americas)
Miami,
Florida
|
$212K
|
-$20.8K
|
1
|
0.06%
|
Reduced
|
|
|
2050
|
SVA Wealth Management
Madison,
Wisconsin
|
$212K
|
+$205K
|
1
|
0.02%
|
New
|
|