|
2026
|
LifePlan Financial Group
Dayton,
Ohio
|
$990K
|
+$2.58K
|
1
|
0.72%
|
Increased
|
|
|
2027
|
Occidental Asset Management
Burlingame,
California
|
$987K
|
$0
|
1
|
1.38%
|
Maintained
|
|
|
2028
|
Texas Capital Bancshares
Dallas,
Texas
|
$985K
|
+$21.6K
|
1
|
0.82%
|
Increased
|
|
|
2029
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$982K
|
+$1.04M
|
1
|
0.46%
|
New
|
|
|
2030
|
Syntal Capital Partners
Midland,
Texas
|
$981K
|
-$206K
|
1
|
1.38%
|
Reduced
|
|
|
2031
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$977K
|
+$45.3K
|
1
|
1.39%
|
Increased
|
|
|
2032
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$973K
|
+$8.56K
|
1
|
0.71%
|
Increased
|
|
|
2033
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$970K
|
-$126K
|
1
|
2.29%
|
Reduced
|
|
|
2034
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$966K
|
$0
|
1
|
0.59%
|
Maintained
|
|
|
2035
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$963K
|
+$199K
|
1
|
0.87%
|
Increased
|
|
|
2036
|
Stockman Wealth Management
Billings,
Montana
|
$959K
|
+$294K
|
1
|
0.83%
|
Increased
|
|
|
2037
|
NorthRock Partners
Minneapolis,
Minnesota
|
$950K
|
+$66.6K
|
1
|
0.6%
|
Increased
|
|
|
2038
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$950K
|
+$75.3K
|
1
|
1.06%
|
Increased
|
|
|
2039
|
Malaga Cove Capital
Pv Estates,
California
|
$946K
|
+$760K
|
1
|
0.76%
|
Increased
|
|
|
2040
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$946K
|
-$12.3K
|
1
|
0.46%
|
Reduced
|
|
|
2041
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$936K
|
-$28.2K
|
1
|
0.5%
|
Reduced
|
|
|
2042
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$934K
|
-$139K
|
1
|
0.32%
|
Reduced
|
|
|
2043
|
Bell Bank
Fargo,
North Dakota
|
$929K
|
-$534K
|
1
|
0.74%
|
Reduced
|
|
|
2044
|
CAZ Investments
Houston,
Texas
|
$929K
|
-$1.87M
|
1
|
0.75%
|
Reduced
|
|
|
2045
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$928K
|
+$61K
|
1
|
2.49%
|
Increased
|
|
|
2046
|
Glynn Capital Management
Menlo Park,
California
|
$927K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2047
|
New York Life Trust
New York
|
$924K
|
-$352
|
1
|
4.11%
|
Reduced
|
|
|
2048
|
Gemmer Asset Management
Walnut Creek,
California
|
$923K
|
+$64.4K
|
2
|
0.58%
|
Increased
|
|
|
2049
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$915K
|
+$22.9K
|
1
|
1.14%
|
Increased
|
|
|
2050
|
Redmond Asset Management
Henrico,
Virginia
|
$896K
|
$0
|
1
|
0.48%
|
Maintained
|
|