|
2026
|
Sanders Morris Harris
Houston,
Texas
|
$147K
|
-$2.53M
|
1
|
0.06%
|
Reduced
|
|
|
2027
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$146K
|
+$3.94K
|
3
|
0.1%
|
Increased
|
|
|
2028
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$144K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2029
|
Norway Savings Bank
Portland,
Maine
|
$142K
|
+$4.57K
|
2
|
0.14%
|
Increased
|
|
|
2030
|
Financial Management Professionals
Austin,
Texas
|
$138K
|
-$93
|
4
|
0.06%
|
Reduced
|
|
|
2031
|
Catamount Wealth Management
Westport,
Connecticut
|
$135K
|
-$20.6K
|
2
|
0.08%
|
Reduced
|
|
|
2032
|
Baystate Wealth Management
Boston,
Massachusetts
|
$134K
|
-$58.4K
|
4
|
0.02%
|
Reduced
|
|
|
2033
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$134K
|
-$560
|
3
|
0.09%
|
Reduced
|
|
|
2034
|
Balentine LLC
Atlanta,
Georgia
|
$133K
|
-$11.2K
|
5
|
0.01%
|
Reduced
|
|
|
2035
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$131K
|
+$3.27K
|
3
|
0.11%
|
Increased
|
|
|
2036
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$130K
|
+$5.29K
|
3
|
0.09%
|
Increased
|
|
|
2037
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$129K
|
-$1.99K
|
3
|
0.08%
|
Reduced
|
|
|
2038
|
IMS Capital Management
Portland,
Oregon
|
$129K
|
+$128K
|
1
|
0.12%
|
New
|
|
|
2039
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$128K
|
-$13K
|
1
|
0.02%
|
Reduced
|
|
|
2040
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$125K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2041
|
Fort Point Capital Partners
San Francisco,
California
|
$125K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2042
|
Henshaw Capital
Woburn,
Massachusetts
|
$124K
|
-$234K
|
1
|
0.01%
|
Reduced
|
|
|
2043
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$124K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2044
|
Oakwood Capital Management
Los Angeles,
California
|
$119K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2045
|
Sculptor Capital
New York
|
$117K
|
-$132M
|
1
|
0%
|
Reduced
|
|
|
2046
|
Tompkins Financial
Ithaca,
New York
|
$116K
|
-$10.4K
|
3
|
0.03%
|
Reduced
|
|
|
2047
|
Westport Asset Management
Southport,
Connecticut
|
$114K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2048
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$113K
|
-$19K
|
4
|
0.04%
|
Reduced
|
|
|
2049
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$111K
|
+$112K
|
1
|
0.05%
|
New
|
|
|
2050
|
Adalta Capital Management
New York
|
$106K
|
+$109K
|
1
|
0.09%
|
New
|
|