|
2026
|
Regis Management Company
Menlo Park,
California
|
$320K
|
+$313K
|
+3,117
|
New
|
|
|
2027
|
|
$316K
|
+$704
|
+7
|
+0.2%
|
|
|
2028
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$315K
|
-$50.3K
|
-500
|
-14%
|
|
|
2029
|
Forest Hill Capital
Little Rock,
Arkansas
|
$313K
|
-$1.79M
|
-17,800
|
-85%
|
|
|
2030
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$313K
|
-$164K
|
-1,628
|
-35%
|
|
|
2031
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$313K
|
+$302
|
+3
|
+0.1%
|
|
|
2032
|
IMA Advisory Services
Denver,
Colorado
|
$311K
|
-$10.1K
|
-100
|
-3%
|
|
|
2033
|
TLP Group
Evanston,
Illinois
|
$310K
|
+$303K
|
+3,017
|
New
|
|
|
2034
|
Champlain Investment Partners
Burlington,
Vermont
|
$308K
|
–
|
–
|
–
|
|
|
2035
|
Redwood Investments
Boston,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
2036
|
Benchmark Capital Advisors
New York
|
$308K
|
+$40.2K
|
+400
|
+15%
|
|
|
2037
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$305K
|
–
|
–
|
–
|
|
|
2038
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$304K
|
–
|
–
|
–
|
|
|
2039
|
Ashford Capital Management
Wilmington,
Delaware
|
$303K
|
-$9.35K
|
-93
|
-3%
|
|
|
2040
|
Manifold Partners
San Francisco,
California
|
$300K
|
-$97.5K
|
-970
|
-25%
|
|
|
2041
|
Wolverine Asset Management
Chicago,
Illinois
|
$299K
|
-$805K
|
-8,000
|
-73%
|
|
|
2042
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
2043
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$299K
|
+$101
|
+1
|
+0%
|
|
|
2044
|
|
$297K
|
-$1.31M
|
-12,997
|
-82%
|
|
|
2045
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$294K
|
–
|
–
|
–
|
|
|
2046
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$294K
|
–
|
–
|
–
|
|
|
2047
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$293K
|
-$689K
|
-6,855
|
-71%
|
|
|
2048
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$292K
|
-$93K
|
-925
|
-25%
|
|
|
2049
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$292K
|
–
|
–
|
–
|
|
|
2050
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$292K
|
+$286K
|
+2,842
|
New
|
|
