|
2026
|
Birinyi Associates
Westport,
Connecticut
|
$334K
|
+$102K
|
1
|
0.17%
|
Increased
|
|
|
2027
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$334K
|
-$174K
|
1
|
0.27%
|
Reduced
|
|
|
2028
|
Fortaleza Asset Management
Chicago,
Illinois
|
$331K
|
+$342K
|
1
|
0.67%
|
New
|
|
|
2029
|
Sonora Investment Management
Tucson,
Arizona
|
$330K
|
-$8.62K
|
7
|
0.06%
|
Reduced
|
|
|
2030
|
Winslow Asset Management
Beachwood,
Ohio
|
$329K
|
-$5.93K
|
1
|
0.07%
|
Reduced
|
|
|
2031
|
J.W. Burns & Co
Dewitt,
New York
|
$328K
|
+$37
|
1
|
0.09%
|
Increased
|
|
|
2032
|
Stockman Wealth Management
Billings,
Montana
|
$328K
|
+$92.5K
|
1
|
0.19%
|
Increased
|
|
|
2033
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$323K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2034
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$322K
|
-$9.94K
|
2
|
0.21%
|
Reduced
|
|
|
2035
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$321K
|
-$703K
|
1
|
0.06%
|
Reduced
|
|
|
2036
|
Sicart Associates
New York
|
$320K
|
-$186K
|
1
|
0.23%
|
Reduced
|
|
|
2037
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$317K
|
-$5.71K
|
1
|
0.18%
|
Reduced
|
|
|
2038
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$316K
|
-$5.71K
|
1
|
0.02%
|
Reduced
|
|
|
2039
|
Florence Capital Advisors
New York
|
$315K
|
+$8.48K
|
1
|
1.06%
|
Increased
|
|
|
2040
|
Harvest Capital Management
Concord,
New Hampshire
|
$315K
|
-$5.68K
|
1
|
0.13%
|
Reduced
|
|
|
2041
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$314K
|
-$165K
|
1
|
0.13%
|
Reduced
|
|
|
2042
|
Dynamic Capital Management
St. Helier,
Jersey
|
$313K
|
-$1.78M
|
1
|
0.05%
|
Reduced
|
|
|
2043
|
Westwood Holdings Group
Dallas,
Texas
|
$313K
|
+$324K
|
1
|
0%
|
New
|
|
|
2044
|
Boston Common Asset Management
Boston,
Massachusetts
|
$308K
|
-$2.05K
|
1
|
0.04%
|
Reduced
|
|
|
2045
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$307K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2046
|
First Foundation Advisors
Irvine,
California
|
$306K
|
+$34.2K
|
1
|
0.02%
|
Increased
|
|
|
2047
|
Summit Securities Group
New York
|
$305K
|
-$8.12M
|
1
|
0.09%
|
Reduced
|
|
|
2048
|
West Paces Advisors
Atlanta,
Georgia
|
$304K
|
-$5.13K
|
6
|
0.24%
|
Reduced
|
|
|
2049
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$304K
|
+$17.6K
|
1
|
0.3%
|
Increased
|
|
|
2050
|
Mount Vernon Associates
Baltimore,
Maryland
|
$303K
|
$0
|
1
|
0.56%
|
Maintained
|
|