|
2026
|
Cooper/Haims Advisors
Victor,
New York
|
$640K
|
-$24.1K
|
1
|
0.36%
|
Reduced
|
|
|
2027
|
Kiker Wealth Management
Jasper,
Georgia
|
$638K
|
+$646K
|
1
|
0.52%
|
New
|
|
|
2028
|
L.K. Benson & Company
Baltimore,
Maryland
|
$638K
|
+$646K
|
1
|
0.45%
|
New
|
|
|
2029
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$635K
|
+$1.11K
|
1
|
0.27%
|
Increased
|
|
|
2030
|
Howard Capital Management Group
Los Angeles,
California
|
$634K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2031
|
Harvey Investment Company
Louisville,
Kentucky
|
$634K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2032
|
Novare Capital Management
Charlotte,
North Carolina
|
$633K
|
+$114K
|
1
|
0.05%
|
Increased
|
|
|
2033
|
Quantum Financial Advisors
El Segundo,
California
|
$633K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2034
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$633K
|
+$10.1K
|
4
|
0.21%
|
Increased
|
|
|
2035
|
Planning Alternatives
Birmingham,
Michigan
|
$631K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2036
|
Citizens Business Bank
Ontario,
California
|
$630K
|
-$401K
|
1
|
0.12%
|
Reduced
|
|
|
2037
|
Retireful LLC
Haslett,
Michigan
|
$629K
|
+$637K
|
1
|
0.35%
|
New
|
|
|
2038
|
D'Orazio & Associates
Falls Church,
Virginia
|
$629K
|
+$2.9K
|
1
|
0.09%
|
Increased
|
|
|
2039
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$628K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
2040
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$628K
|
+$636K
|
1
|
0.22%
|
New
|
|
|
2041
|
First Bankers Trust
Louisville,
Kentucky
|
$628K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2042
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$627K
|
+$118K
|
1
|
0.05%
|
Increased
|
|
|
2043
|
Smith Group Asset Management
Dallas,
Texas
|
$627K
|
+$376K
|
1
|
0.05%
|
New
|
|
|
2044
|
|
$626K
|
+$150K
|
1
|
0.16%
|
Increased
|
|
|
2045
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$625K
|
+$398K
|
1
|
0.25%
|
Increased
|
|
|
2046
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$624K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2047
|
Sapient Capital
Indianapolis,
Indiana
|
$623K
|
+$18.3K
|
1
|
0.01%
|
Increased
|
|
|
2048
|
Wealthstream Advisors
New York
|
$620K
|
+$67.7K
|
1
|
0.11%
|
Increased
|
|
|
2049
|
Aviance Capital Partners
Naples,
Florida
|
$620K
|
+$108K
|
1
|
0.09%
|
Increased
|
|
|
2050
|
ARS Investment Partners
New York
|
$620K
|
$0
|
1
|
0.06%
|
Maintained
|
|