|
2026
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$281K
|
–
|
–
|
–
|
|
|
2027
|
Northside Capital Management
Hood River,
Oregon
|
$279K
|
-$4.8K
|
-196
|
-2%
|
|
|
2028
|
Fenimore Asset Management
Cobleskill,
New York
|
$278K
|
-$25.8K
|
-1,053
|
-9%
|
|
|
2029
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$276K
|
-$17.4K
|
-709
|
-6%
|
|
|
2030
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$275K
|
-$37.6M
|
-1,533,181
|
-99%
|
|
|
2031
|
Truepoint Inc
Cincinnati,
Ohio
|
$275K
|
-$10.3K
|
-420
|
-4%
|
|
|
2032
|
Landmark Bank
Columbia,
Missouri
|
$274K
|
-$31.2K
|
-1,274
|
-11%
|
|
|
2033
|
Cable Hill Partners
Portland,
Oregon
|
$274K
|
-$30K
|
-1,223
|
-10%
|
|
|
2034
|
Strategic Wealth Partners
Independence,
Ohio
|
$272K
|
-$51.6K
|
-2,108
|
-16%
|
|
|
2035
|
Lyell Wealth Management
Menlo Park,
California
|
$272K
|
+$41.2K
|
+1,682
|
+19%
|
|
|
2036
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$272K
|
+$263K
|
+10,724
|
New
|
|
|
2037
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$271K
|
-$197K
|
-8,060
|
-43%
|
|
|
2038
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$271K
|
-$63.9K
|
-2,609
|
-20%
|
|
|
2039
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$271K
|
-$11.7K
|
-477
|
-4%
|
|
|
2040
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$271K
|
+$9.99K
|
+408
|
+4%
|
|
|
2041
|
Tradewinds Capital Management
Bellingham,
Washington
|
$271K
|
+$24.2K
|
+989
|
+10%
|
|
|
2042
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$270K
|
+$147
|
+6
|
+0.1%
|
|
|
2043
|
Autus Asset Management
Scottsdale,
Arizona
|
$269K
|
-$15.1K
|
-616
|
-5%
|
|
|
2044
|
Affiance Financial
St. Louis Park,
Minnesota
|
$267K
|
-$37.9K
|
-1,546
|
-13%
|
|
|
2045
|
Investment House LLC
Redondo Beach,
California
|
$267K
|
+$637
|
+26
|
+0.2%
|
|
|
2046
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$267K
|
+$33.5K
|
+1,366
|
+15%
|
|
|
2047
|
Quadrature Capital
London,
United Kingdom
|
$267K
|
+$257K
|
+10,511
|
New
|
|
|
2048
|
Aureus Asset Management
Boston,
Massachusetts
|
$265K
|
-$263K
|
-10,720
|
-51%
|
|
|
2049
|
Total Investment Management
Scottsdale,
Arizona
|
$263K
|
+$33.7K
|
+1,376
|
+15%
|
|
|
2050
|
Iron Gate Global Advisors
Nsl,
Utah
|
$263K
|
+$84.1K
|
+3,432
|
+43%
|
|
