|
2026
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2.31M
|
+$998K
|
12
|
0.29%
|
Increased
|
|
|
2027
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$2.31M
|
-$86.8K
|
2
|
0.91%
|
Reduced
|
|
|
2028
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.31M
|
+$1.71M
|
3
|
0.22%
|
Increased
|
|
|
2029
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.3M
|
-$560K
|
4
|
0.06%
|
Reduced
|
|
|
2030
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$2.3M
|
+$7.61K
|
1
|
0.21%
|
Increased
|
|
|
2031
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.3M
|
$0
|
3
|
0.34%
|
Maintained
|
|
|
2032
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$2.29M
|
-$634K
|
2
|
0.39%
|
Reduced
|
|
|
2033
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$2.29M
|
+$2.3M
|
3
|
0.42%
|
New
|
|
|
2034
|
Fieldview Capital Management
Niles,
Michigan
|
$2.29M
|
+$955K
|
4
|
0.65%
|
Increased
|
|
|
2035
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$2.29M
|
+$338K
|
2
|
1.08%
|
Increased
|
|
|
2036
|
Alerus Financial
Grand Forks,
North Dakota
|
$2.29M
|
+$1.04M
|
2
|
0.1%
|
Increased
|
|
|
2037
|
TigerOak Management
Albuquerque,
New Mexico
|
$2.28M
|
+$1.59M
|
3
|
0.64%
|
Increased
|
|
|
2038
|
PDS Planning
Dublin,
Ohio
|
$2.28M
|
+$808K
|
5
|
0.13%
|
Increased
|
|
|
2039
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.28M
|
+$1.06M
|
8
|
0.83%
|
Increased
|
|
|
2040
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.28M
|
+$612K
|
5
|
0.25%
|
Increased
|
|
|
2041
|
Sherry Group
Mountain Home,
Arkansas
|
$2.27M
|
+$2.35M
|
1
|
2.22%
|
New
|
|
|
2042
|
Patron Partners
Houston,
Texas
|
$2.27M
|
+$333K
|
4
|
0.87%
|
Increased
|
|
|
2043
|
Lantz Financial
Naperville,
Illinois
|
$2.27M
|
+$6.49K
|
1
|
0.42%
|
Increased
|
|
|
2044
|
Redwood Investment Management
Scottsdale,
Arizona
|
$2.27M
|
+$1.77M
|
1
|
0.22%
|
New
|
|
|
2045
|
Emerald Investment Advisers
Leola,
Pennsylvania
|
$2.26M
|
-$936K
|
2
|
0.15%
|
Reduced
|
|
|
2046
|
|
$2.26M
|
+$1.98M
|
1
|
0.29%
|
New
|
|
|
2047
|
CRA Financial Services
Northfield,
New Jersey
|
$2.26M
|
+$857K
|
3
|
0.26%
|
Increased
|
|
|
2048
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.25M
|
+$157K
|
10
|
0.16%
|
Increased
|
|
|
2049
|
Summit Global Investments
Bountiful,
Utah
|
$2.25M
|
-$368K
|
1
|
0.12%
|
Reduced
|
|
|
2050
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.25M
|
+$1.73K
|
2
|
0.12%
|
Increased
|
|