|
2026
|
Mraz Amerine & Associates
Modesto,
California
|
$1.06M
|
+$127K
|
1
|
0.37%
|
Increased
|
|
|
2027
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.06M
|
+$155K
|
1
|
0.61%
|
Increased
|
|
|
2028
|
Horizon Kinetics
New York
|
$1.05M
|
-$55.7K
|
2
|
0.03%
|
Reduced
|
|
|
2029
|
Fruth Investment Management
Houston,
Texas
|
$1.05M
|
+$54.3K
|
1
|
0.5%
|
Increased
|
|
|
2030
|
Venturi Wealth Management
Austin,
Texas
|
$1.05M
|
-$409K
|
2
|
0.36%
|
Reduced
|
|
|
2031
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.05M
|
+$99.4K
|
1
|
0.86%
|
Increased
|
|
|
2032
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.05M
|
+$181K
|
1
|
0.17%
|
Increased
|
|
|
2033
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.05M
|
-$5.96K
|
1
|
0.88%
|
Reduced
|
|
|
2034
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.04M
|
-$26
|
2
|
0.58%
|
Reduced
|
|
|
2035
|
Tortoise Investment Management
White Plains,
New York
|
$1.04M
|
+$121K
|
1
|
0.36%
|
Increased
|
|
|
2036
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.04M
|
+$1.08M
|
1
|
0.46%
|
New
|
|
|
2037
|
Tarbox Family Office
Newport Beach,
California
|
$1.04M
|
+$92.3K
|
2
|
0.74%
|
Increased
|
|
|
2038
|
Grove Bank & Trust
Miami,
Florida
|
$1.04M
|
+$8.75K
|
1
|
0.93%
|
Increased
|
|
|
2039
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.04M
|
-$135K
|
1
|
0.75%
|
Reduced
|
|
|
2040
|
Versant Capital Management
Phoenix,
Arizona
|
$1.03M
|
-$1.76K
|
4
|
0.61%
|
Reduced
|
|
|
2041
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.03M
|
+$14.8K
|
2
|
0.75%
|
Increased
|
|
|
2042
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.02M
|
+$1.07M
|
1
|
0.14%
|
New
|
|
|
2043
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.02M
|
+$135K
|
1
|
0.36%
|
Increased
|
|
|
2044
|
Somerset Group
Wayzata,
Minnesota
|
$1.02M
|
+$49.7K
|
1
|
1.06%
|
Increased
|
|
|
2045
|
CAZ Investments
Houston,
Texas
|
$1.01M
|
$0
|
1
|
1.08%
|
Maintained
|
|
|
2046
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.01M
|
+$174K
|
1
|
0.29%
|
Increased
|
|
|
2047
|
PT Asset Management
Chicago,
Illinois
|
$1.01M
|
+$1.05M
|
1
|
0.16%
|
New
|
|
|
2048
|
GAM Systematic
Cambridge,
United Kingdom
|
$1.01M
|
-$32.8K
|
2
|
0.24%
|
Reduced
|
|
|
2049
|
Forward Management
San Francisco,
California
|
$1.01M
|
+$22K
|
1
|
0.08%
|
Increased
|
|
|
2050
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1M
|
+$324K
|
1
|
0.52%
|
Increased
|
|