|
2026
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$67K
|
-$770
|
2
|
0.04%
|
Reduced
|
|
|
2027
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$64K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2028
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$63K
|
-$8K
|
2
|
0.42%
|
Reduced
|
|
|
2029
|
Parasol Investment Management
Westmont,
Illinois
|
$60K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2030
|
British Steel Pension Fund
London,
United Kingdom
|
$58K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2031
|
AllSquare Wealth Management
Albany,
New York
|
$56K
|
+$22.1K
|
8
|
0.05%
|
Increased
|
|
|
2032
|
Klingman & Associates
New York
|
$55K
|
-$4.45K
|
4
|
0.02%
|
Reduced
|
|
|
2033
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$53K
|
+$1.96K
|
1
|
0.02%
|
Increased
|
|
|
2034
|
Edmond de Rothschild (Europe)
Luxembourg
|
$52K
|
+$51.4K
|
2
|
0.02%
|
New
|
|
|
2035
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$51K
|
+$16.4K
|
1
|
0%
|
Increased
|
|
|
2036
|
Wealthcare Capital Management
Richmond,
Virginia
|
$51K
|
-$436K
|
6
|
0.01%
|
Reduced
|
|
|
2037
|
Laidlaw Group
Bedford Hills,
New York
|
$49K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2038
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$48K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2039
|
First Foundation Advisors
Irvine,
California
|
$46K
|
+$45K
|
1
|
0%
|
Increased
|
|
|
2040
|
Balentine LLC
Atlanta,
Georgia
|
$44K
|
+$11.7K
|
1
|
0.01%
|
Increased
|
|
|
2041
|
Ironwood Financial
Tucson,
Arizona
|
$42K
|
-$70
|
4
|
0.02%
|
Reduced
|
|
|
2042
|
Tortoise Investment Management
White Plains,
New York
|
$41K
|
-$1K
|
2
|
0.02%
|
Reduced
|
|
|
2043
|
First Washington Corp
Seattle,
Washington
|
$40K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2044
|
Sophrosyne Capital
New York
|
$40K
|
-$273K
|
1
|
0.3%
|
Reduced
|
|
|
2045
|
Spectrum Management Group
Indianapolis,
Indiana
|
$40K
|
-$7.59K
|
1
|
0.01%
|
Reduced
|
|
|
2046
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$38K
|
-$140
|
2
|
0.02%
|
Reduced
|
|
|
2047
|
TD Capital Management
Memphis,
Tennessee
|
$37K
|
-$315
|
3
|
0.01%
|
Reduced
|
|
|
2048
|
Keel Point
Huntsville,
Alabama
|
$35K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2049
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$35K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2050
|
Financial Engines Advisors
Santa Clara,
California
|
$34K
|
-$22.7K
|
1
|
0.02%
|
Reduced
|
|