|
2026
|
Klingman & Associates
New York
|
$1.19M
|
+$213K
|
3
|
0.05%
|
Increased
|
|
|
2027
|
Coastline Trust
Providence,
Rhode Island
|
$1.19M
|
-$1.3K
|
5
|
0.11%
|
Reduced
|
|
|
2028
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.19M
|
-$627K
|
4
|
0.07%
|
Reduced
|
|
|
2029
|
Chesapeake Asset Management
New York
|
$1.18M
|
+$6.63K
|
5
|
0.9%
|
Increased
|
|
|
2030
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$1.18M
|
+$113K
|
1
|
0.13%
|
Increased
|
|
|
2031
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.18M
|
-$19.3K
|
1
|
0.77%
|
Reduced
|
|
|
2032
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.17M
|
-$2.75M
|
2
|
0.04%
|
Reduced
|
|
|
2033
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$1.17M
|
-$88
|
2
|
0.29%
|
Reduced
|
|
|
2034
|
Strong Retirement Solutions
Silverdale,
Washington
|
$1.17M
|
+$86.6K
|
1
|
0.7%
|
Increased
|
|
|
2035
|
Quantum Private Wealth
Tampa,
Florida
|
$1.17M
|
-$131K
|
2
|
0.3%
|
Reduced
|
|
|
2036
|
Ridge Creek Global
Strongsville,
Ohio
|
$1.16M
|
-$15K
|
2
|
0.9%
|
Reduced
|
|
|
2037
|
Indivisible Partners
Clearwater,
Florida
|
$1.16M
|
+$190K
|
3
|
0.07%
|
Increased
|
|
|
2038
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.16M
|
-$396K
|
3
|
0.04%
|
Reduced
|
|
|
2039
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.16M
|
+$5.39K
|
3
|
0.47%
|
Increased
|
|
|
2040
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.15M
|
$0
|
6
|
0.61%
|
Maintained
|
|
|
2041
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.15M
|
-$250K
|
2
|
0.16%
|
Reduced
|
|
|
2042
|
Nine Masts Capital
Central,
Hong Kong
|
$1.15M
|
+$1.15M
|
1
|
0.12%
|
New
|
|
|
2043
|
BankPlus Trust Department
Jackson,
Mississippi
|
$1.15M
|
-$29.4K
|
4
|
0.27%
|
Reduced
|
|
|
2044
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.15M
|
-$392K
|
2
|
0.03%
|
Reduced
|
|
|
2045
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.14M
|
-$464K
|
1
|
0.14%
|
Reduced
|
|
|
2046
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.14M
|
+$202K
|
2
|
0.39%
|
Increased
|
|
|
2047
|
Silvant Capital Management
Atlanta,
Georgia
|
$1.14M
|
+$73.7K
|
2
|
0.03%
|
Increased
|
|
|
2048
|
Somerset Group
Wayzata,
Minnesota
|
$1.14M
|
$0
|
1
|
0.8%
|
Maintained
|
|
|
2049
|
ARGA Investment Management
Stamford,
Connecticut
|
$1.13M
|
+$1.16M
|
1
|
0.03%
|
New
|
|
|
2050
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$1.13M
|
+$877K
|
3
|
0.32%
|
Increased
|
|