|
2026
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$1.21M
|
+$54.4K
|
1
|
0.34%
|
Increased
|
|
|
2027
|
Hutchin Hill Capital
New York
|
$1.2M
|
-$5.92M
|
1
|
0.03%
|
Reduced
|
|
|
2028
|
The Family Firm
Bethesda,
Maryland
|
$1.2M
|
+$384
|
1
|
0.62%
|
Increased
|
|
|
2029
|
Laidlaw Group
Bedford Hills,
New York
|
$1.18M
|
$0
|
1
|
0.56%
|
Maintained
|
|
|
2030
|
Vaughan David Investments
Peoria,
Illinois
|
$1.18M
|
+$72.4K
|
1
|
0.07%
|
Increased
|
|
|
2031
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.17M
|
-$20.9K
|
1
|
0.05%
|
Reduced
|
|
|
2032
|
King Investment Advisors
Houston,
Texas
|
$1.17M
|
-$5.72M
|
1
|
2.69%
|
Reduced
|
|
|
2033
|
Cinque Partners
Los Angeles,
California
|
$1.17M
|
+$193K
|
1
|
1.81%
|
Increased
|
|
|
2034
|
Constellation Wealth Advisors
New York
|
$1.17M
|
-$116K
|
1
|
0.1%
|
Reduced
|
|
|
2035
|
Green Arrow Capital Management
New York
|
$1.16M
|
+$427K
|
1
|
0.13%
|
Increased
|
|
|
2036
|
Pettee Investors
Rowayton,
Connecticut
|
$1.15M
|
$0
|
1
|
1.12%
|
Maintained
|
|
|
2037
|
WBI Investments
Red Bank,
New Jersey
|
$1.15M
|
+$1.17M
|
1
|
0.03%
|
New
|
|
|
2038
|
Huntington Steele
Oaks,
Pennsylvania
|
$1.15M
|
+$6.4K
|
1
|
0.49%
|
Increased
|
|
|
2039
|
Newgate Capital Management
Greenwich,
Connecticut
|
$1.14M
|
$0
|
1
|
0.85%
|
Maintained
|
|
|
2040
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.14M
|
+$374K
|
1
|
0.88%
|
Increased
|
|
|
2041
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.14M
|
+$1.16M
|
1
|
0.71%
|
New
|
|
|
2042
|
Mraz Amerine & Associates
Modesto,
California
|
$1.13M
|
+$69.3K
|
1
|
0.43%
|
Increased
|
|
|
2043
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.13M
|
+$12.8K
|
1
|
0.56%
|
Increased
|
|
|
2044
|
Horizon Kinetics
New York
|
$1.13M
|
+$38.5K
|
2
|
0.02%
|
Increased
|
|
|
2045
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.13M
|
-$111K
|
1
|
0.67%
|
Reduced
|
|
|
2046
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.12M
|
+$21.6K
|
1
|
0.75%
|
Increased
|
|
|
2047
|
Occidental Asset Management
Burlingame,
California
|
$1.12M
|
-$130K
|
1
|
1.51%
|
Reduced
|
|
|
2048
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.12M
|
+$1.14M
|
1
|
0.63%
|
New
|
|
|
2049
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.12M
|
-$91.2K
|
1
|
1.21%
|
Reduced
|
|
|
2050
|
First City Capital Management
Savannah,
Georgia
|
$1.11M
|
+$53.4K
|
2
|
0.77%
|
Increased
|
|