|
2026
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$21.6M
|
-$1.54M
|
2
|
4.86%
|
Reduced
|
|
|
2027
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$21.6M
|
-$96.4K
|
1
|
1.73%
|
Reduced
|
|
|
2028
|
First Eagle Investment Management
New York
|
$21.6M
|
-$2.06M
|
1
|
0.04%
|
Reduced
|
|
|
2029
|
Financial Management Network
Mission Viejo,
California
|
$21.6M
|
-$129K
|
1
|
3.1%
|
Reduced
|
|
|
2030
|
University of Illinois Foundation
Champaign,
Illinois
|
$21.5M
|
+$4.63M
|
1
|
3.85%
|
Increased
|
|
|
2031
|
Argos Wealth Advisors
Sacramento,
California
|
$21.5M
|
+$312K
|
3
|
5.71%
|
Increased
|
|
|
2032
|
Clough Capital Partners
Boston,
Massachusetts
|
$21.5M
|
-$22.5M
|
1
|
1.75%
|
Reduced
|
|
|
2033
|
NVWM LLC
Yardley,
Pennsylvania
|
$21.5M
|
-$54.9K
|
3
|
4.33%
|
Reduced
|
|
|
2034
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$21.5M
|
-$1.56M
|
1
|
7.94%
|
Reduced
|
|
|
2035
|
Prosperity Financial Group
San Ramon,
California
|
$21.5M
|
+$87.5K
|
1
|
6.65%
|
Increased
|
|
|
2036
|
Titleist Asset Management
San Antonio,
Texas
|
$21.5M
|
-$1.48M
|
1
|
1.44%
|
Reduced
|
|
|
2037
|
Citizens Business Bank
Ontario,
California
|
$21.4M
|
-$105K
|
1
|
3.23%
|
Reduced
|
|
|
2038
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$21.4M
|
+$1.81M
|
1
|
1.43%
|
Increased
|
|
|
2039
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$21.4M
|
+$3.43K
|
2
|
9.15%
|
Increased
|
|
|
2040
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$21.4M
|
+$412K
|
1
|
3.04%
|
Increased
|
|
|
2041
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$21.4M
|
-$597K
|
1
|
2.99%
|
Reduced
|
|
|
2042
|
Consilium Wealth Advisory
Richardson,
Texas
|
$21.3M
|
-$1.05M
|
1
|
6.33%
|
Reduced
|
|
|
2043
|
Waddell & Associates
Memphis,
Tennessee
|
$21.3M
|
+$2.02M
|
3
|
1.06%
|
Increased
|
|
|
2044
|
Sivia Capital Partners
Mill Valley,
California
|
$21.3M
|
+$3.42M
|
3
|
2.59%
|
Increased
|
|
|
2045
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$21.3M
|
-$76.9K
|
1
|
1.78%
|
Reduced
|
|
|
2046
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$21.3M
|
-$159K
|
1
|
3.17%
|
Reduced
|
|
|
2047
|
Allied Private Wealth
Boca Raton,
Florida
|
$21.2M
|
+$19.4M
|
1
|
13.62%
|
New
|
|
|
2048
|
|
$21.2M
|
-$1.47M
|
1
|
5.07%
|
Reduced
|
|
|
2049
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$21.2M
|
+$118K
|
1
|
6.55%
|
Increased
|
|
|
2050
|
Montis Financial
Waltham,
Massachusetts
|
$21.2M
|
+$167K
|
1
|
4.33%
|
Increased
|
|