|
2026
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$221K
|
-$43.6K
|
1
|
0.19%
|
Reduced
|
|
|
2027
|
Hays Advisory
Franklin,
Tennessee
|
$219K
|
+$212K
|
1
|
0.05%
|
New
|
|
|
2028
|
Independence Advisors
Wayne,
Pennsylvania
|
$218K
|
-$6.71K
|
1
|
0.1%
|
Reduced
|
|
|
2029
|
|
$217K
|
+$11.5K
|
1
|
0.18%
|
Increased
|
|
|
2030
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$217K
|
-$4.56K
|
3
|
0.2%
|
Reduced
|
|
|
2031
|
Americafirst Capital Management
Roseville,
California
|
$215K
|
-$103K
|
2
|
0.23%
|
Reduced
|
|
|
2032
|
Avidian Wealth Enterprises
Houston,
Texas
|
$215K
|
-$20.4K
|
1
|
0.09%
|
Reduced
|
|
|
2033
|
Hourglass Capital
Houston,
Texas
|
$214K
|
-$23.7K
|
1
|
0.05%
|
Reduced
|
|
|
2034
|
Investment Partners
New Philadelphia,
Ohio
|
$214K
|
-$1.08M
|
1
|
0.21%
|
Reduced
|
|
|
2035
|
The Family Firm
Bethesda,
Maryland
|
$214K
|
-$7.02K
|
1
|
0.1%
|
Reduced
|
|
|
2036
|
Catamount Wealth Management
Westport,
Connecticut
|
$212K
|
-$54.5K
|
2
|
0.17%
|
Reduced
|
|
|
2037
|
American Research & Management Company
Marion,
Massachusetts
|
$211K
|
-$11.1K
|
4
|
0.07%
|
Reduced
|
|
|
2038
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$211K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2039
|
Two Sigma Securities
New York
|
$209K
|
-$724K
|
1
|
0.07%
|
Reduced
|
|
|
2040
|
Wharton Business Group
Malvern,
Pennsylvania
|
$208K
|
-$17.2K
|
1
|
0.02%
|
Reduced
|
|
|
2041
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$207K
|
+$193K
|
1
|
0.09%
|
New
|
|
|
2042
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$207K
|
+$200K
|
1
|
0.2%
|
New
|
|
|
2043
|
Sterneck Capital Management
Kansas City,
Missouri
|
$206K
|
-$2.24K
|
1
|
0.13%
|
Reduced
|
|
|
2044
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$205K
|
-$27.7K
|
4
|
0.06%
|
Reduced
|
|
|
2045
|
Weiss Asset Management
Boston,
Massachusetts
|
$205K
|
-$79.9K
|
1
|
0.03%
|
Reduced
|
|
|
2046
|
Bellecapital
Zurich,
Switzerland
|
$204K
|
+$207K
|
1
|
0.18%
|
New
|
|
|
2047
|
United Asset Strategies
Garden City,
New York
|
$204K
|
+$198K
|
1
|
0.07%
|
New
|
|
|
2048
|
Hawkins Capital
Houston,
Texas
|
$203K
|
+$194K
|
1
|
0.06%
|
New
|
|
|
2049
|
InterOcean Capital
Chicago,
Illinois
|
$203K
|
-$133K
|
1
|
0.04%
|
Reduced
|
|
|
2050
|
Segment Wealth Management
Houston,
Texas
|
$203K
|
-$1.12K
|
1
|
0.07%
|
Reduced
|
|