|
2026
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$310K
|
+$12.4K
|
1
|
0.06%
|
Increased
|
|
|
2027
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$310K
|
-$7.48K
|
1
|
0.02%
|
Reduced
|
|
|
2028
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$309K
|
-$308K
|
1
|
0.12%
|
Reduced
|
|
|
2029
|
Focused Wealth Management
Newburgh,
New York
|
$308K
|
+$144K
|
8
|
0.1%
|
Increased
|
|
|
2030
|
Lafayette Investments
Ashton,
Maryland
|
$308K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2031
|
Ashford Capital Management
Wilmington,
Delaware
|
$306K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2032
|
GM Advisory Group
Melville,
New York
|
$306K
|
-$4.22K
|
1
|
0.09%
|
Reduced
|
|
|
2033
|
Point72 Hong Kong
Hong Kong
|
$306K
|
+$69.7K
|
8
|
0.22%
|
Increased
|
|
|
2034
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$305K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2035
|
The Family Firm
Bethesda,
Maryland
|
$303K
|
+$124
|
1
|
0.13%
|
Increased
|
|
|
2036
|
First Wilshire Securities Management
Pasadena,
California
|
$298K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2037
|
Nelson Capital Management
Menlo Park,
California
|
$296K
|
+$46.7K
|
4
|
0.1%
|
Increased
|
|
|
2038
|
Risk Paradigm Group
Austin,
Texas
|
$295K
|
+$43.9K
|
2
|
0.36%
|
Increased
|
|
|
2039
|
Armbruster Capital Management
Pittsford,
New York
|
$295K
|
-$25.8K
|
2
|
0.15%
|
Reduced
|
|
|
2040
|
Simon Quick Advisors
Morristown,
New Jersey
|
$294K
|
+$255K
|
2
|
0.11%
|
Increased
|
|
|
2041
|
Raffa Wealth Management
Washington,
District of Columbia
|
$294K
|
-$3.47K
|
4
|
0.12%
|
Reduced
|
|
|
2042
|
D.J. St. Germain
Springfield,
Massachusetts
|
$293K
|
+$63.9K
|
1
|
0.04%
|
Increased
|
|
|
2043
|
Tarbox Family Office
Newport Beach,
California
|
$293K
|
+$8.5K
|
5
|
0.13%
|
Increased
|
|
|
2044
|
Darwin Wealth Management
Tampa,
Florida
|
$291K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2045
|
Banced Corp
Edwardsville,
Illinois
|
$289K
|
-$12.1K
|
1
|
0.5%
|
Reduced
|
|
|
2046
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$289K
|
-$6.82K
|
1
|
0.21%
|
Reduced
|
|
|
2047
|
Whalerock Point Partners
Providence,
Rhode Island
|
$289K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2048
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$288K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2049
|
Grand Jean Capital Management
San Francisco,
California
|
$286K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2050
|
VNBTrust National Association
Charlottesville,
Virginia
|
$286K
|
$0
|
1
|
0.11%
|
Maintained
|
|