|
2026
|
Ferris Capital
Marlborough,
Massachusetts
|
$12.7M
|
-$1.88M
|
12
|
5.14%
|
Reduced
|
|
|
2027
|
Oakcliff Capital Partners
New York
|
$12.7M
|
+$709K
|
1
|
10.86%
|
Increased
|
|
|
2028
|
Corrado Advisors
Ramsey,
New Jersey
|
$12.7M
|
+$1.49M
|
4
|
7.59%
|
Increased
|
|
|
2029
|
Rice Partnership
Honolulu,
Hawaii
|
$12.7M
|
+$345K
|
5
|
8.44%
|
Increased
|
|
|
2030
|
West Coast Financial
Santa Barbara,
California
|
$12.6M
|
+$167K
|
4
|
3.61%
|
Increased
|
|
|
2031
|
Kessler Investment Group
Columbus,
Indiana
|
$12.6M
|
+$1.24M
|
4
|
16.05%
|
Increased
|
|
|
2032
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$12.6M
|
+$714K
|
15
|
4.57%
|
Increased
|
|
|
2033
|
Genesee Valley Trust
Pittsford,
New York
|
$12.6M
|
+$1.53M
|
6
|
5.11%
|
Increased
|
|
|
2034
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.6M
|
-$1.68M
|
4
|
8.48%
|
Reduced
|
|
|
2035
|
Bonness Enterprises
Washington,
District of Columbia
|
$12.6M
|
-$689K
|
4
|
8.75%
|
Reduced
|
|
|
2036
|
Cheviot Value Management
Beverly Hills,
California
|
$12.6M
|
-$765K
|
3
|
6.53%
|
Reduced
|
|
|
2037
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$12.6M
|
+$429K
|
8
|
6.23%
|
Increased
|
|
|
2038
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$12.5M
|
-$14.8M
|
3
|
2.93%
|
Reduced
|
|
|
2039
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$12.5M
|
-$73.8M
|
6
|
5.47%
|
Reduced
|
|
|
2040
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$12.5M
|
-$208K
|
7
|
9.21%
|
Reduced
|
|
|
2041
|
Martin & Co
Knoxville,
Tennessee
|
$12.5M
|
-$1.81M
|
5
|
4.17%
|
Reduced
|
|
|
2042
|
Eventide Asset Management
Boston,
Massachusetts
|
$12.5M
|
-$7.85M
|
1
|
0.58%
|
Reduced
|
|
|
2043
|
Sawyer & Company
Boston,
Massachusetts
|
$12.5M
|
-$76.6K
|
7
|
8.43%
|
Reduced
|
|
|
2044
|
Alpha Capital Management
Austin,
Texas
|
$12.5M
|
+$1.58M
|
4
|
5.34%
|
Increased
|
|
|
2045
|
HeadInvest LLC
Portland,
Maine
|
$12.5M
|
-$345K
|
5
|
4%
|
Reduced
|
|
|
2046
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$12.5M
|
-$532K
|
3
|
11.57%
|
Reduced
|
|
|
2047
|
NVWM LLC
Yardley,
Pennsylvania
|
$12.5M
|
+$125K
|
6
|
9.07%
|
Increased
|
|
|
2048
|
Plimoth Trust
Plymouth,
Massachusetts
|
$12.4M
|
+$337K
|
6
|
4.3%
|
Increased
|
|
|
2049
|
White Pine Investment Company
Livonia,
Michigan
|
$12.4M
|
+$87.2K
|
3
|
6.08%
|
Increased
|
|
|
2050
|
Herald Investment Management
London,
United Kingdom
|
$12.4M
|
+$898K
|
7
|
3.7%
|
Increased
|
|