|
2026
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$7.9M
|
-$452K
|
4
|
3.96%
|
Reduced
|
|
|
2027
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$7.9M
|
-$247K
|
5
|
4.82%
|
Reduced
|
|
|
2028
|
Bishop Rock Capital
New York
|
$7.87M
|
+$7.94M
|
1
|
4.22%
|
New
|
|
|
2029
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.87M
|
+$30.1K
|
5
|
5.26%
|
Increased
|
|
|
2030
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$7.86M
|
-$157K
|
4
|
3.99%
|
Reduced
|
|
|
2031
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$7.86M
|
+$377K
|
4
|
0.07%
|
Increased
|
|
|
2032
|
BKS Advisors
Southfield,
Michigan
|
$7.85M
|
-$405K
|
5
|
3.69%
|
Reduced
|
|
|
2033
|
Teewinot Capital Advisers
New York
|
$7.84M
|
+$962K
|
3
|
4.93%
|
Increased
|
|
|
2034
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$7.83M
|
+$72.9K
|
6
|
3.96%
|
Increased
|
|
|
2035
|
Harbour Investment Management
Edmonds,
Washington
|
$7.83M
|
-$26.2K
|
2
|
5.94%
|
Reduced
|
|
|
2036
|
Engineers Gate Manager
New York
|
$7.82M
|
-$11.5M
|
6
|
0.84%
|
Reduced
|
|
|
2037
|
Security Asset Management
New York
|
$7.81M
|
+$85.3K
|
5
|
7.21%
|
Increased
|
|
|
2038
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.8M
|
+$1.11M
|
5
|
2.16%
|
Increased
|
|
|
2039
|
Corrado Advisors
Ramsey,
New Jersey
|
$7.8M
|
-$6.03K
|
2
|
4.83%
|
Reduced
|
|
|
2040
|
Kavi Asset Management
New York
|
$7.77M
|
+$7.6M
|
1
|
5.68%
|
New
|
|
|
2041
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7.77M
|
+$2.18M
|
12
|
3.9%
|
Increased
|
|
|
2042
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.77M
|
+$576K
|
11
|
3.28%
|
Increased
|
|
|
2043
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$7.77M
|
+$627K
|
6
|
3.16%
|
Increased
|
|
|
2044
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$7.74M
|
-$1.31M
|
5
|
3.49%
|
Reduced
|
|
|
2045
|
Garde Capital
Seattle,
Washington
|
$7.72M
|
-$1.06M
|
6
|
2.22%
|
Reduced
|
|
|
2046
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$7.72M
|
-$7.01M
|
1
|
6.95%
|
Reduced
|
|
|
2047
|
Goodman Financial
Houston,
Texas
|
$7.71M
|
-$76K
|
1
|
4.31%
|
Reduced
|
|
|
2048
|
Sicart Associates
New York
|
$7.7M
|
+$7.66M
|
4
|
5.31%
|
New
|
|
|
2049
|
American Money Management
Rancho Santa Fe,
California
|
$7.66M
|
+$24.9K
|
4
|
6.17%
|
Increased
|
|
|
2050
|
|
$7.66M
|
+$3.56M
|
3
|
4.59%
|
Increased
|
|