|
2026
|
Everett Harris & Co
Los Angeles,
California
|
$236K
|
-$69.6K
|
1
|
0.01%
|
Reduced
|
|
|
2027
|
Hills Bank & Trust
North Liberty,
Iowa
|
$236K
|
+$219K
|
1
|
0.09%
|
New
|
|
|
2028
|
Inverness Counsel
New York
|
$236K
|
-$71.3K
|
1
|
0.02%
|
Reduced
|
|
|
2029
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$228K
|
+$212K
|
3
|
0.1%
|
New
|
|
|
2030
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$228K
|
+$211K
|
1
|
0.04%
|
New
|
|
|
2031
|
Filament
Seattle,
Washington
|
$225K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2032
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$225K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2033
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$225K
|
+$32.2K
|
6
|
0.19%
|
Increased
|
|
|
2034
|
Capital Management Associates (New York)
New York
|
$224K
|
+$218K
|
1
|
0.33%
|
New
|
|
|
2035
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$224K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2036
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$221K
|
-$79.9K
|
1
|
0.14%
|
Reduced
|
|
|
2037
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$220K
|
+$214K
|
1
|
0.26%
|
New
|
|
|
2038
|
QCM Cayman
Houston,
Texas
|
$217K
|
+$226K
|
1
|
0.09%
|
New
|
|
|
2039
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$217K
|
+$201K
|
1
|
0.17%
|
New
|
|
|
2040
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$212K
|
-$121K
|
1
|
0.42%
|
Reduced
|
|
|
2041
|
Professional Advisory Services
Vero Beach,
Florida
|
$211K
|
-$29.8K
|
1
|
0.05%
|
Reduced
|
|
|
2042
|
Cornerstone Management
Duluth,
Georgia
|
$210K
|
+$195K
|
1
|
0.16%
|
New
|
|
|
2043
|
Grand Jean Capital Management
San Francisco,
California
|
$209K
|
+$194K
|
1
|
0.08%
|
New
|
|
|
2044
|
Strategic Investment Management
Arlington,
Virginia
|
$209K
|
+$205K
|
1
|
0.06%
|
New
|
|
|
2045
|
Grace & White Inc
Ny,
New York
|
$207K
|
+$192K
|
1
|
0.04%
|
New
|
|
|
2046
|
The Family Firm
Bethesda,
Maryland
|
$201K
|
+$187K
|
1
|
0.1%
|
New
|
|
|
2047
|
Point72 Hong Kong
Hong Kong
|
$200K
|
+$135K
|
2
|
0.2%
|
Increased
|
|
|
2048
|
Grace Brothers Management
Evanston,
Illinois
|
$195K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2049
|
Stancorp Investment Advisers
Portland,
Oregon
|
$195K
|
+$181K
|
2
|
0.09%
|
New
|
|
|
2050
|
Formidable Asset Management
Cincinnati,
Ohio
|
$193K
|
$0
|
1
|
0.13%
|
Maintained
|
|