|
2026
|
SageView Advisory Group
Newport Beach,
California
|
$3.08M
|
-$369K
|
6
|
0.1%
|
Reduced
|
|
|
2027
|
Net Worth Advisory Group
Sandy,
Utah
|
$3.08M
|
+$915K
|
3
|
0.78%
|
Increased
|
|
|
2028
|
Golden State Wealth Management
Santa Ana,
California
|
$3.07M
|
-$169K
|
13
|
0.28%
|
Reduced
|
|
|
2029
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$3.07M
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2030
|
Mendel Money Management
Northbrook,
Illinois
|
$3.06M
|
-$750K
|
3
|
1.12%
|
Reduced
|
|
|
2031
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.05M
|
-$2.55M
|
2
|
0.47%
|
Reduced
|
|
|
2032
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3.05M
|
+$10.1K
|
1
|
1.09%
|
Increased
|
|
|
2033
|
Diker Management
New York
|
$3.04M
|
$0
|
1
|
2.34%
|
Maintained
|
|
|
2034
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.04M
|
+$1.68M
|
3
|
0.09%
|
Increased
|
|
|
2035
|
CM Management
Gulf Breeze,
Florida
|
$3.03M
|
+$642K
|
1
|
1.92%
|
Increased
|
|
|
2036
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.03M
|
-$199K
|
6
|
0.44%
|
Reduced
|
|
|
2037
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$3.03M
|
-$180K
|
2
|
0.49%
|
Reduced
|
|
|
2038
|
Sentinus LLC
Oak Brook,
Illinois
|
$3.02M
|
-$391K
|
6
|
0.24%
|
Reduced
|
|
|
2039
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.02M
|
-$1.44M
|
3
|
0.1%
|
Reduced
|
|
|
2040
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$3.02M
|
-$2.9M
|
1
|
1.33%
|
Reduced
|
|
|
2041
|
17 Capital Partners
Pheonix,
Arizona
|
$3.02M
|
$0
|
1
|
1.36%
|
Maintained
|
|
|
2042
|
Glenorchy Capital
Boorolite,
Australia
|
$3.01M
|
+$3.35K
|
1
|
0.11%
|
Increased
|
|
|
2043
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$3M
|
+$493K
|
1
|
1.4%
|
Increased
|
|
|
2044
|
BankChampaign National Association
Champaign,
Illinois
|
$3M
|
+$533K
|
3
|
2.31%
|
Increased
|
|
|
2045
|
Truepoint Inc
Cincinnati,
Ohio
|
$3M
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2046
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.99M
|
-$113K
|
4
|
0.16%
|
Reduced
|
|
|
2047
|
Meridian Investment Counsel
Lafayette,
California
|
$2.99M
|
-$1.01M
|
4
|
0.64%
|
Reduced
|
|
|
2048
|
Ramirez Asset Management
New York
|
$2.98M
|
-$708K
|
3
|
0.31%
|
Reduced
|
|
|
2049
|
Elwood Capital Partners
New York
|
$2.98M
|
+$2.61M
|
1
|
1.47%
|
New
|
|
|
2050
|
Tyche Wealth Partners
Plano,
Texas
|
$2.97M
|
-$482K
|
5
|
0.42%
|
Reduced
|
|