|
2026
|
Balentine LLC
Atlanta,
Georgia
|
$311K
|
+$16.8K
|
3
|
0.05%
|
Increased
|
|
|
2027
|
Smith, Moore & Co
Clayton,
Missouri
|
$310K
|
+$7.26K
|
1
|
0.16%
|
Increased
|
|
|
2028
|
J.W. Burns & Co
Dewitt,
New York
|
$307K
|
-$5.82K
|
1
|
0.1%
|
Reduced
|
|
|
2029
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$305K
|
+$12.9K
|
1
|
0.26%
|
Increased
|
|
|
2030
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$305K
|
+$25K
|
1
|
0.13%
|
Increased
|
|
|
2031
|
Becker Capital Management
Portland,
Oregon
|
$302K
|
-$45.5K
|
1
|
0.01%
|
Reduced
|
|
|
2032
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$302K
|
+$69.6K
|
6
|
0.18%
|
Increased
|
|
|
2033
|
ICM Asset Management
Spokane,
Washington
|
$301K
|
-$61.5K
|
1
|
0.31%
|
Reduced
|
|
|
2034
|
|
$298K
|
+$104K
|
1
|
1.79%
|
Increased
|
|
|
2035
|
Weybosset Research & Management
Province,
Rhode Island
|
$292K
|
+$17.2K
|
1
|
0.19%
|
Increased
|
|
|
2036
|
Sand Hill Global Advisors
Palo Alto,
California
|
$289K
|
+$20K
|
1
|
0.05%
|
Increased
|
|
|
2037
|
Lau Associates
Greenville,
Delaware
|
$286K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2038
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$285K
|
+$298K
|
1
|
0.34%
|
New
|
|
|
2039
|
CKW Financial Group
Honolulu,
Hawaii
|
$283K
|
+$26.1K
|
3
|
0.11%
|
Increased
|
|
|
2040
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$283K
|
-$114K
|
1
|
0.13%
|
Reduced
|
|
|
2041
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$278K
|
-$6.97K
|
1
|
0.1%
|
Reduced
|
|
|
2042
|
Windward Capital Management
Los Angeles,
California
|
$278K
|
+$160
|
1
|
0.07%
|
Increased
|
|
|
2043
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$277K
|
-$35.2K
|
1
|
0.06%
|
Reduced
|
|
|
2044
|
Brookstone Capital Management
Wheaton,
Illinois
|
$276K
|
+$287K
|
9
|
0.03%
|
New
|
|
|
2045
|
Cahill Financial Advisors
Edina,
Minnesota
|
$275K
|
-$22.9K
|
1
|
0.21%
|
Reduced
|
|
|
2046
|
KSA Capital Management
Morristown,
New Jersey
|
$275K
|
-$249K
|
1
|
0.1%
|
Reduced
|
|
|
2047
|
SRB Corp
Boston,
Massachusetts
|
$274K
|
-$38.4K
|
2
|
0.04%
|
Reduced
|
|
|
2048
|
New York Life Trust
New York
|
$273K
|
+$112K
|
1
|
1.13%
|
Increased
|
|
|
2049
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$273K
|
-$2.55K
|
1
|
0.12%
|
Reduced
|
|
|
2050
|
Water Island Capital
New York
|
$272K
|
$0
|
1
|
0.01%
|
Maintained
|
|