|
2026
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$474K
|
-$12.3K
|
1
|
0.01%
|
Reduced
|
|
|
2027
|
Montag & Caldwell
Atlanta,
Georgia
|
$474K
|
-$26.7K
|
1
|
0.01%
|
Reduced
|
|
|
2028
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$474K
|
-$6.63K
|
3
|
0.24%
|
Reduced
|
|
|
2029
|
Dillon & Associates
Jackson,
Michigan
|
$470K
|
-$13K
|
1
|
0.22%
|
Reduced
|
|
|
2030
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$467K
|
+$51.8K
|
1
|
0.07%
|
Increased
|
|
|
2031
|
SSI Investment Management
Los Angeles,
California
|
$465K
|
-$1.69K
|
1
|
0.04%
|
Reduced
|
|
|
2032
|
Cedar Capital
Barrington,
Illinois
|
$462K
|
+$409K
|
2
|
0.17%
|
New
|
|
|
2033
|
Global Endowment Management
Charlotte,
North Carolina
|
$461K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2034
|
Ken Stern & Associates
San Diego,
California
|
$460K
|
+$446K
|
1
|
0.32%
|
New
|
|
|
2035
|
|
$459K
|
+$445K
|
1
|
1.03%
|
New
|
|
|
2036
|
TLP Group
Evanston,
Illinois
|
$459K
|
-$161K
|
3
|
0.48%
|
Reduced
|
|
|
2037
|
Park Avenue Securities
New York
|
$456K
|
+$73K
|
1
|
0.27%
|
Increased
|
|
|
2038
|
Balentine LLC
Atlanta,
Georgia
|
$452K
|
-$911
|
4
|
0.06%
|
Reduced
|
|
|
2039
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$446K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2040
|
Grandfield & Dodd
New York
|
$442K
|
-$2.31K
|
1
|
0.06%
|
Reduced
|
|
|
2041
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$442K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2042
|
Ironwood Investment Management
Boston,
Massachusetts
|
$441K
|
+$1.11K
|
1
|
0.34%
|
Increased
|
|
|
2043
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$441K
|
+$769
|
1
|
0.07%
|
Increased
|
|
|
2044
|
Blume Capital Management
Berkeley,
California
|
$440K
|
+$1.32K
|
4
|
0.27%
|
Increased
|
|
|
2045
|
|
$438K
|
-$314K
|
1
|
0.38%
|
Reduced
|
|
|
2046
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$435K
|
+$96K
|
5
|
2.28%
|
Increased
|
|
|
2047
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$430K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2048
|
Glassman Wealth Services
Vienna,
Virginia
|
$429K
|
-$155K
|
2
|
0.36%
|
Reduced
|
|
|
2049
|
St Louis Trust
Saint Louis,
Missouri
|
$427K
|
-$25.5K
|
1
|
0.2%
|
Reduced
|
|
|
2050
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$421K
|
-$50.5K
|
1
|
0.36%
|
Reduced
|
|