|
2026
|
Drum Hill Capital
Westport,
Connecticut
|
$1.22M
|
+$41.8K
|
1
|
1.24%
|
Increased
|
|
|
2027
|
Strategic Financial Services
Utica,
New York
|
$1.22M
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2028
|
Vega Investment Solutions
Paris,
France
|
$1.22M
|
+$44.3K
|
1
|
0.17%
|
Increased
|
|
|
2029
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.22M
|
-$29.2K
|
1
|
0.04%
|
Reduced
|
|
|
2030
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.22M
|
+$25.4K
|
1
|
0.31%
|
Increased
|
|
|
2031
|
Financial Sense Advisors
San Diego,
California
|
$1.22M
|
+$262K
|
2
|
0.24%
|
Increased
|
|
|
2032
|
Center for Financial Planning
Southfied,
Michigan
|
$1.21M
|
+$176K
|
6
|
0.11%
|
Increased
|
|
|
2033
|
Childress Capital Advisors
Houston,
Texas
|
$1.21M
|
+$59K
|
1
|
0.2%
|
Increased
|
|
|
2034
|
Hedges Asset Management
Reno,
Nevada
|
$1.21M
|
+$1.08M
|
1
|
0.79%
|
New
|
|
|
2035
|
Permanent Capital Management
Chicago,
Illinois
|
$1.21M
|
+$620K
|
1
|
0.16%
|
Increased
|
|
|
2036
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.2M
|
+$95K
|
1
|
0.08%
|
Increased
|
|
|
2037
|
Corda Investment Management
Houston,
Texas
|
$1.2M
|
-$35K
|
1
|
0.07%
|
Reduced
|
|
|
2038
|
R.M. Sincerbeaux Capital Management
New York
|
$1.2M
|
-$75.6K
|
1
|
0.64%
|
Reduced
|
|
|
2039
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.2M
|
-$158K
|
1
|
0.14%
|
Reduced
|
|
|
2040
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.2M
|
-$19.7K
|
1
|
0.3%
|
Reduced
|
|
|
2041
|
Laidlaw Wealth Management
New York City,
New York
|
$1.2M
|
+$210K
|
2
|
3.41%
|
Increased
|
|
|
2042
|
Maple Capital Management
Montpelier,
Vermont
|
$1.19M
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2043
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.19M
|
-$168K
|
1
|
0.08%
|
Reduced
|
|
|
2044
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.18M
|
-$1.01K
|
1
|
0.06%
|
Reduced
|
|
|
2045
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.18M
|
+$1.51K
|
1
|
0.6%
|
Increased
|
|
|
2046
|
Aristides Capital
Louisville,
Kentucky
|
$1.18M
|
-$446K
|
1
|
0.23%
|
Reduced
|
|
|
2047
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.18M
|
+$948K
|
4
|
0.21%
|
Increased
|
|
|
2048
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.17M
|
+$414K
|
2
|
0.1%
|
Increased
|
|
|
2049
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.17M
|
-$112K
|
1
|
0.07%
|
Reduced
|
|
|
2050
|
Greenspring Advisors
Towson,
Maryland
|
$1.17M
|
+$17.1K
|
1
|
0.07%
|
Increased
|
|