|
2026
|
AmeriFlex Group
Las Vegas,
Nevada
|
$1.12M
|
-$783K
|
5
|
0.58%
|
Reduced
|
|
|
2027
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$1.12M
|
+$103K
|
1
|
0.31%
|
Increased
|
|
|
2028
|
First Bankers Trust
Louisville,
Kentucky
|
$1.12M
|
+$332K
|
1
|
0.37%
|
Increased
|
|
|
2029
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.12M
|
+$9.6K
|
1
|
0.27%
|
Increased
|
|
|
2030
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.11M
|
-$19.2K
|
1
|
0.11%
|
Reduced
|
|
|
2031
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.11M
|
-$41.9K
|
6
|
0.08%
|
Reduced
|
|
|
2032
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$1.11M
|
-$228K
|
1
|
0.85%
|
Reduced
|
|
|
2033
|
DF Dent & Co
Baltimore,
Maryland
|
$1.11M
|
-$65.9K
|
1
|
0.02%
|
Reduced
|
|
|
2034
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.11M
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2035
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.11M
|
-$50.9K
|
1
|
0.09%
|
Reduced
|
|
|
2036
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.11M
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2037
|
Northstar Advisory Group
Northfield,
New Jersey
|
$1.11M
|
+$8.39K
|
1
|
0.39%
|
Increased
|
|
|
2038
|
Dutch Asset Corp
Selkirk,
New York
|
$1.11M
|
+$1.12M
|
1
|
0.85%
|
New
|
|
|
2039
|
Fort Point Capital Partners
San Francisco,
California
|
$1.11M
|
+$332K
|
1
|
0.12%
|
Increased
|
|
|
2040
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$1.1M
|
-$59.9K
|
1
|
0.38%
|
Reduced
|
|
|
2041
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.1M
|
-$1.8K
|
1
|
0.18%
|
Reduced
|
|
|
2042
|
Sompo Asset Management
Tokyo,
Japan
|
$1.1M
|
-$168K
|
1
|
0.19%
|
Reduced
|
|
|
2043
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.1M
|
+$46.7K
|
1
|
0.46%
|
Increased
|
|
|
2044
|
Horizon Kinetics Asset Management
New York
|
$1.1M
|
-$23.4K
|
1
|
0.01%
|
Reduced
|
|
|
2045
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.1M
|
+$44.3K
|
1
|
0.15%
|
Increased
|
|
|
2046
|
ORG Partners
Roanoke,
Indiana
|
$1.1M
|
+$247K
|
5
|
0.19%
|
Increased
|
|
|
2047
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$1.1M
|
+$1.11M
|
1
|
0.63%
|
New
|
|
|
2048
|
Delaney Capital Management
Toronto,
|
$1.09M
|
+$1.11M
|
1
|
0.18%
|
New
|
|
|
2049
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$1.09M
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2050
|
Truvestments Capital
Sarasota,
Florida
|
$1.09M
|
-$13.5K
|
1
|
0.2%
|
Reduced
|
|
