|
2026
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$363K
|
-$42.9K
|
1
|
1.23%
|
Reduced
|
|
|
2027
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$362K
|
-$67.8K
|
4
|
0.21%
|
Reduced
|
|
|
2028
|
First Wilshire Securities Management
Pasadena,
California
|
$360K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2029
|
Global Endowment Management
Charlotte,
North Carolina
|
$359K
|
+$400K
|
1
|
0.07%
|
New
|
|
|
2030
|
|
$358K
|
+$5.08K
|
1
|
0.17%
|
Increased
|
|
|
2031
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$357K
|
+$21.8K
|
1
|
0.12%
|
Increased
|
|
|
2032
|
Exane Derivatives
Paris,
France
|
$356K
|
+$257K
|
6
|
0.05%
|
Increased
|
|
|
2033
|
Cacti Asset Management
Atlanta,
Georgia
|
$353K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2034
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$352K
|
+$32.7K
|
1
|
0.06%
|
Increased
|
|
|
2035
|
Elite Wealth Management
Kirkland,
Washington
|
$351K
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
2036
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$350K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2037
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$349K
|
-$40.5K
|
3
|
0.08%
|
Reduced
|
|
|
2038
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$349K
|
+$410K
|
1
|
0.31%
|
New
|
|
|
2039
|
Allworth Financial
Folsom,
California
|
$348K
|
-$19.5K
|
3
|
0.06%
|
Reduced
|
|
|
2040
|
|
$344K
|
+$350K
|
1
|
1.67%
|
New
|
|
|
2041
|
Zevin Asset Management
Boston,
Massachusetts
|
$343K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2042
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$342K
|
-$15.2K
|
1
|
0.09%
|
Reduced
|
|
|
2043
|
Sky Investment Group
Hartford,
Connecticut
|
$342K
|
+$1.1K
|
1
|
0.18%
|
Increased
|
|
|
2044
|
Springhouse Capital Management
Westport,
Connecticut
|
$335K
|
+$320K
|
1
|
0.23%
|
New
|
|
|
2045
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$334K
|
+$99.7K
|
1
|
0.04%
|
Increased
|
|
|
2046
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$332K
|
+$337K
|
1
|
0.19%
|
New
|
|
|
2047
|
FNY Managed Accounts
New York
|
$332K
|
+$8.21K
|
1
|
1.64%
|
Increased
|
|
|
2048
|
PT Asset Management
Chicago,
Illinois
|
$328K
|
+$306K
|
1
|
0.06%
|
Increased
|
|
|
2049
|
Univest Financial
Souderton,
Pennsylvania
|
$327K
|
-$54.9K
|
1
|
0.15%
|
Reduced
|
|
|
2050
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$322K
|
$0
|
1
|
0.13%
|
Maintained
|
|