|
2026
|
Passport Capital
San Francisco,
California
|
$189K
|
-$329K
|
2
|
0%
|
Reduced
|
|
|
2027
|
|
$185K
|
+$184K
|
1
|
0.77%
|
New
|
|
|
2028
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$184K
|
+$20.7K
|
4
|
0.47%
|
Increased
|
|
|
2029
|
Iowa State Bank
Urbandale,
Iowa
|
$184K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2030
|
Waverly Advisors
Birmingham,
Alabama
|
$184K
|
+$16.2K
|
10
|
0.08%
|
Increased
|
|
|
2031
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$183K
|
+$164K
|
4
|
0.13%
|
Increased
|
|
|
2032
|
LVZ Inc
Holland,
Michigan
|
$183K
|
+$172K
|
1
|
0.14%
|
New
|
|
|
2033
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$181K
|
+$171K
|
1
|
0.02%
|
New
|
|
|
2034
|
Stonebridge Capital Management
Los Angeles,
California
|
$181K
|
+$16
|
1
|
0.07%
|
Increased
|
|
|
2035
|
Portland Global Advisors
Portland,
Maine
|
$178K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2036
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$177K
|
+$167K
|
1
|
0.02%
|
New
|
|
|
2037
|
Gemmer Asset Management
Walnut Creek,
California
|
$176K
|
+$34.7K
|
9
|
0.12%
|
Increased
|
|
|
2038
|
Oakworth Capital
Birmingham,
Alabama
|
$176K
|
-$16.7K
|
4
|
0.11%
|
Reduced
|
|
|
2039
|
|
$175K
|
+$165K
|
1
|
0.07%
|
New
|
|
|
2040
|
|
$174K
|
+$6.65K
|
5
|
0.02%
|
Increased
|
|
|
2041
|
Piershale Financial Group
Barrington,
Illinois
|
$173K
|
+$153K
|
3
|
0.14%
|
Increased
|
|
|
2042
|
Norman Fields Gottscho Capital Management
New York
|
$172K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2043
|
Itau USA Asset Management
New York
|
$171K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2044
|
CTC Alternative Strategies
Chicago,
Illinois
|
$166K
|
-$8.19K
|
1
|
0.14%
|
Reduced
|
|
|
2045
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$166K
|
+$40K
|
2
|
0.11%
|
Increased
|
|
|
2046
|
Tarbox Family Office
Newport Beach,
California
|
$152K
|
-$54.9K
|
6
|
0.14%
|
Reduced
|
|
|
2047
|
Financial Management Professionals
Austin,
Texas
|
$150K
|
+$3.67K
|
4
|
0.1%
|
Increased
|
|
|
2048
|
Landscape Capital Management
Englewood,
New Jersey
|
$142K
|
+$143K
|
1
|
0.1%
|
New
|
|
|
2049
|
Dunvegan Associates
Santa Barbara,
California
|
$140K
|
-$4.04K
|
1
|
0.12%
|
Reduced
|
|
|
2050
|
Madden Advisory Services
Jacksonville,
Florida
|
$132K
|
+$74.2K
|
4
|
0.07%
|
Increased
|
|