|
2026
|
Brave Asset Management
Summit,
New Jersey
|
$3.55M
|
-$15.8K
|
6
|
2.5%
|
Reduced
|
|
|
2027
|
Braver Wealth Management
Needham,
Massachusetts
|
$3.54M
|
+$1.28M
|
2
|
0.91%
|
Increased
|
|
|
2028
|
Kanaly Trust
Houston,
Texas
|
$3.54M
|
-$167K
|
6
|
0.65%
|
Reduced
|
|
|
2029
|
Filament
Seattle,
Washington
|
$3.54M
|
-$67K
|
2
|
1.52%
|
Reduced
|
|
|
2030
|
Ativo Capital Management
Chicago,
Illinois
|
$3.53M
|
-$3.62M
|
1
|
1.53%
|
Reduced
|
|
|
2031
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$3.53M
|
-$288K
|
1
|
1.75%
|
Reduced
|
|
|
2032
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.52M
|
-$2.3M
|
1
|
3.02%
|
Reduced
|
|
|
2033
|
Wood Asset Management
Sarasota,
Florida
|
$3.52M
|
-$1.72M
|
2
|
1.2%
|
Reduced
|
|
|
2034
|
Kokusai Asset Management
Tokyo,
Japan
|
$3.51M
|
-$174K
|
1
|
4.87%
|
Reduced
|
|
|
2035
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$3.47M
|
-$384K
|
2
|
6.35%
|
Reduced
|
|
|
2036
|
Homrich & Berg
Atlanta,
Georgia
|
$3.45M
|
+$134K
|
3
|
0.39%
|
Increased
|
|
|
2037
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.44M
|
+$205K
|
4
|
1.56%
|
Increased
|
|
|
2038
|
Trees Investment Counsel
Chicago,
Illinois
|
$3.44M
|
-$57.1K
|
2
|
2.7%
|
Reduced
|
|
|
2039
|
Adams Asset Advisors
Dallas,
Texas
|
$3.44M
|
+$18.2K
|
1
|
0.6%
|
Increased
|
|
|
2040
|
Marque Millennium Capital Management
New York
|
$3.44M
|
$0
|
2
|
1.37%
|
Maintained
|
|
|
2041
|
James Investment Research
Alpha,
Ohio
|
$3.42M
|
-$827K
|
3
|
0.11%
|
Reduced
|
|
|
2042
|
E&G Advisors
Houston,
Texas
|
$3.41M
|
+$151K
|
2
|
2.2%
|
Increased
|
|
|
2043
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$3.4M
|
-$237K
|
3
|
0.4%
|
Reduced
|
|
|
2044
|
Spirit of America Management Corp
Syosset,
New York
|
$3.4M
|
+$80.9K
|
4
|
1.36%
|
Increased
|
|
|
2045
|
Scholtz & Company
Stamford,
Connecticut
|
$3.4M
|
-$1.12M
|
2
|
3.22%
|
Reduced
|
|
|
2046
|
Santa Fe Partners
Santa Fe,
New Mexico
|
$3.39M
|
-$9.2M
|
2
|
0.51%
|
Reduced
|
|
|
2047
|
Forward Management
San Francisco,
California
|
$3.39M
|
-$34.4K
|
3
|
0.2%
|
Reduced
|
|
|
2048
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$3.38M
|
-$57.5K
|
2
|
0.12%
|
Reduced
|
|
|
2049
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.37M
|
-$80.7K
|
2
|
2.98%
|
Reduced
|
|
|
2050
|
|
$3.37M
|
+$825K
|
5
|
1.67%
|
Increased
|
|