|
2026
|
Harvey Investment Company
Louisville,
Kentucky
|
$717K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2027
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$716K
|
+$8.56K
|
1
|
0.26%
|
Increased
|
|
|
2028
|
Cooper/Haims Advisors
Victor,
New York
|
$716K
|
-$8.32K
|
1
|
0.39%
|
Reduced
|
|
|
2029
|
Southland Equity Partners
Wildwood,
Missouri
|
$715K
|
+$112K
|
2
|
0.17%
|
Increased
|
|
|
2030
|
XTX Topco
George Town,
Cayman Islands
|
$714K
|
-$3.05M
|
3
|
0.04%
|
Reduced
|
|
|
2031
|
Planning Alternatives
Birmingham,
Michigan
|
$713K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2032
|
Sapient Capital
Indianapolis,
Indiana
|
$713K
|
+$9.05K
|
1
|
0.01%
|
Increased
|
|
|
2033
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$712K
|
-$61.2K
|
1
|
0.26%
|
Reduced
|
|
|
2034
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$712K
|
+$42.6K
|
1
|
0.32%
|
Increased
|
|
|
2035
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$712K
|
-$79K
|
1
|
0.11%
|
Reduced
|
|
|
2036
|
3Chopt Investment Partners
Richmond,
Virginia
|
$711K
|
+$700K
|
1
|
0.19%
|
New
|
|
|
2037
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$711K
|
$0
|
1
|
0.49%
|
Maintained
|
|
|
2038
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$711K
|
-$350K
|
1
|
0.63%
|
Reduced
|
|
|
2039
|
Strategy Asset Managers
Pasadena,
California
|
$709K
|
+$698K
|
1
|
0.15%
|
New
|
|
|
2040
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$708K
|
-$1.47K
|
1
|
0.06%
|
Reduced
|
|
|
2041
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$707K
|
+$28.6K
|
1
|
0.32%
|
Increased
|
|
|
2042
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$706K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2043
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$703K
|
-$24.7K
|
1
|
0.07%
|
Reduced
|
|
|
2044
|
ORG Partners
Roanoke,
Indiana
|
$702K
|
-$1.82M
|
3
|
0.17%
|
Reduced
|
|
|
2045
|
Fortitude Family Office
Scottsdale,
Arizona
|
$702K
|
-$726K
|
1
|
0.25%
|
Reduced
|
|
|
2046
|
Founders Fund V Management
San Francisco,
California
|
$702K
|
$0
|
1
|
65.6%
|
Maintained
|
|
|
2047
|
Tyche Wealth Partners
Plano,
Texas
|
$700K
|
-$60.7K
|
1
|
0.15%
|
Reduced
|
|
|
2048
|
ANB Bank
Denver,
Colorado
|
$700K
|
+$15.7K
|
1
|
0.31%
|
Increased
|
|
|
2049
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$700K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2050
|
Sawyer & Company
Boston,
Massachusetts
|
$694K
|
-$111K
|
1
|
0.28%
|
Reduced
|
|
