|
2026
|
Community Bank
Dewitt,
New York
|
$232K
|
+$93.4K
|
3
|
0.06%
|
Increased
|
|
|
2027
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$232K
|
-$27.1K
|
1
|
0.09%
|
Reduced
|
|
|
2028
|
|
$231K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2029
|
Friedberg Investment Management
Houston,
Texas
|
$230K
|
-$189K
|
1
|
0.11%
|
Reduced
|
|
|
2030
|
Schulhoff & Co
Cincinnati,
Ohio
|
$228K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2031
|
Tompkins Financial
Ithaca,
New York
|
$227K
|
-$101K
|
7
|
0.07%
|
Reduced
|
|
|
2032
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$226K
|
+$244K
|
1
|
0.23%
|
New
|
|
|
2033
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$225K
|
+$44.2K
|
6
|
0.18%
|
Increased
|
|
|
2034
|
Mission Wealth Management
Santa Barbara,
California
|
$224K
|
+$242K
|
1
|
0.06%
|
New
|
|
|
2035
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$223K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$223K
|
+$266K
|
1
|
0.18%
|
New
|
|
|
2037
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$221K
|
+$227K
|
1
|
0.26%
|
New
|
|
|
2038
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$220K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2039
|
Excalibur Management
Waltham,
Massachusetts
|
$219K
|
+$14.5K
|
1
|
0.2%
|
Increased
|
|
|
2040
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$219K
|
-$174K
|
1
|
0.01%
|
Reduced
|
|
|
2041
|
Origin Asset Management
London,
United Kingdom
|
$219K
|
-$3.99M
|
1
|
0.02%
|
Reduced
|
|
|
2042
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$218K
|
-$83.9K
|
1
|
0.11%
|
Reduced
|
|
|
2043
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$216K
|
+$44.2K
|
5
|
0.19%
|
Increased
|
|
|
2044
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$215K
|
+$233K
|
1
|
0.09%
|
New
|
|
|
2045
|
FNY Managed Accounts
New York
|
$215K
|
-$1.48M
|
3
|
1.06%
|
Reduced
|
|
|
2046
|
Needham Investment Management
New York
|
$214K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2047
|
Oak Ridge Investments
Chicago,
Illinois
|
$214K
|
+$218K
|
1
|
0.01%
|
New
|
|
|
2048
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$213K
|
+$208K
|
1
|
0.13%
|
New
|
|
|
2049
|
Paradigm Capital Management Inc
Albany,
New York
|
$212K
|
+$264K
|
1
|
0.02%
|
New
|
|
|
2050
|
Matarin Capital Management
New York
|
$212K
|
+$229K
|
1
|
0.03%
|
New
|
|