|
2026
|
Lucas Capital Management
Red Bank,
New Jersey
|
$285K
|
+$13.2K
|
1
|
0.13%
|
Increased
|
|
|
2027
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$284K
|
-$41.4K
|
1
|
0.05%
|
Reduced
|
|
|
2028
|
New Century Investment Management
Southfield,
Michigan
|
$284K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2029
|
American Money Management
Rancho Santa Fe,
California
|
$282K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2030
|
Absolute Return Capital
Boston,
Massachusetts
|
$281K
|
-$28.1K
|
2
|
0.01%
|
Reduced
|
|
|
2031
|
Strategic Investment Management
Arlington,
Virginia
|
$281K
|
+$459K
|
1
|
0.19%
|
New
|
|
|
2032
|
|
$279K
|
+$247K
|
1
|
0.11%
|
New
|
|
|
2033
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$279K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2034
|
Aris Wealth Services
State College,
Pennsylvania
|
$274K
|
+$128K
|
9
|
0.25%
|
Increased
|
|
|
2035
|
Elm Advisors
Burlingame,
California
|
$273K
|
-$3.99K
|
1
|
0.26%
|
Reduced
|
|
|
2036
|
Cabot-Wellington
Boston,
Massachusetts
|
$272K
|
-$3.96K
|
1
|
0.13%
|
Reduced
|
|
|
2037
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$269K
|
+$1.96K
|
5
|
0.08%
|
Increased
|
|
|
2038
|
CKW Financial Group
Honolulu,
Hawaii
|
$268K
|
+$8.64K
|
8
|
0.11%
|
Increased
|
|
|
2039
|
Gemmer Asset Management
Walnut Creek,
California
|
$268K
|
-$45.3K
|
9
|
0.16%
|
Reduced
|
|
|
2040
|
Loeb Partners Corp
New York
|
$268K
|
+$237K
|
1
|
0.08%
|
New
|
|
|
2041
|
Alta Capital Management
Salt Lake City,
Utah
|
$267K
|
+$280K
|
1
|
0.02%
|
New
|
|
|
2042
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$267K
|
+$19.7K
|
1
|
0.18%
|
Increased
|
|
|
2043
|
DF Dent & Co
Baltimore,
Maryland
|
$266K
|
+$236K
|
1
|
0.01%
|
New
|
|
|
2044
|
Fort Point Capital Partners
San Francisco,
California
|
$266K
|
-$36.3K
|
1
|
0.17%
|
Reduced
|
|
|
2045
|
Leavell Investment Management
Mobile,
Alabama
|
$266K
|
-$218K
|
1
|
0.04%
|
Reduced
|
|
|
2046
|
HHG & Company
Darien,
Connecticut
|
$264K
|
-$636K
|
1
|
0.08%
|
Reduced
|
|
|
2047
|
Rockland Trust
Hanover,
Massachusetts
|
$263K
|
-$3.85K
|
1
|
0.05%
|
Reduced
|
|
|
2048
|
Xponance
Philadelphia,
Pennsylvania
|
$262K
|
+$2.54K
|
1
|
0.09%
|
Increased
|
|
|
2049
|
King Investment Advisors
Houston,
Texas
|
$260K
|
-$809K
|
1
|
0.6%
|
Reduced
|
|
|
2050
|
West Coast Financial
Santa Barbara,
California
|
$260K
|
-$18.1K
|
1
|
0.11%
|
Reduced
|
|