|
2026
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.96M
|
-$6.54M
|
1
|
0.15%
|
Reduced
|
|
|
2027
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.96M
|
-$90.5K
|
1
|
1.46%
|
Reduced
|
|
|
2028
|
Fortaleza Asset Management
Chicago,
Illinois
|
$1.95M
|
$0
|
1
|
3.94%
|
Maintained
|
|
|
2029
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.94M
|
+$15.9K
|
2
|
1.63%
|
Increased
|
|
|
2030
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.93M
|
+$1.77M
|
3
|
1.36%
|
New
|
|
|
2031
|
MV Capital Management
Bethesda,
Maryland
|
$1.92M
|
-$20K
|
2
|
0.61%
|
Reduced
|
|
|
2032
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$1.92M
|
+$930K
|
3
|
0.07%
|
Increased
|
|
|
2033
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.92M
|
+$159K
|
1
|
1.89%
|
Increased
|
|
|
2034
|
Adirondack Research & Management
Guilderland,
New York
|
$1.91M
|
+$287K
|
1
|
0.69%
|
Increased
|
|
|
2035
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.91M
|
-$922K
|
1
|
0.8%
|
Reduced
|
|
|
2036
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.91M
|
+$861K
|
3
|
2.73%
|
Increased
|
|
|
2037
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.91M
|
-$6.19K
|
1
|
1.36%
|
Reduced
|
|
|
2038
|
Asset Dedication LLC
San Francisco,
California
|
$1.9M
|
-$230K
|
2
|
1.03%
|
Reduced
|
|
|
2039
|
MCF Advisors
Covington,
Kentucky
|
$1.9M
|
-$12.9K
|
1
|
0.4%
|
Reduced
|
|
|
2040
|
Tarbox Family Office
Newport Beach,
California
|
$1.9M
|
+$389K
|
2
|
0.98%
|
Increased
|
|
|
2041
|
Dodge & Cox
San Francisco,
California
|
$1.9M
|
-$223K
|
1
|
0%
|
Reduced
|
|
|
2042
|
Yorktown Management & Research Company
Forest,
Virginia
|
$1.9M
|
$0
|
2
|
0.49%
|
Maintained
|
|
|
2043
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.89M
|
+$54.9K
|
1
|
1.07%
|
Increased
|
|
|
2044
|
Balentine LLC
Atlanta,
Georgia
|
$1.88M
|
+$539K
|
2
|
0.18%
|
Increased
|
|
|
2045
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.88M
|
-$158K
|
1
|
1.93%
|
Reduced
|
|
|
2046
|
Dynamic Capital Management
St. Helier,
Jersey
|
$1.88M
|
+$384K
|
1
|
0.3%
|
Increased
|
|
|
2047
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.87M
|
-$80.1K
|
1
|
1.29%
|
Reduced
|
|
|
2048
|
American Asset Management
Boca Raton,
Florida
|
$1.87M
|
-$363K
|
1
|
1.16%
|
Reduced
|
|
|
2049
|
Cable Hill Partners
Portland,
Oregon
|
$1.87M
|
-$36.6K
|
1
|
0.96%
|
Reduced
|
|
|
2050
|
|
$1.87M
|
+$56.5K
|
1
|
4.32%
|
Increased
|
|