|
2026
|
Cohen Capital Management
Corte Madera,
California
|
$341K
|
-$17.8K
|
1
|
0.09%
|
Reduced
|
|
|
2027
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$341K
|
-$3.83K
|
2
|
0.08%
|
Reduced
|
|
|
2028
|
Ferris Capital
Marlborough,
Massachusetts
|
$340K
|
+$335K
|
8
|
0.16%
|
New
|
|
|
2029
|
Guardian Life Insurance
New York
|
$338K
|
-$236K
|
4
|
0.05%
|
Reduced
|
|
|
2030
|
Cortland Associates
St Louis,
Missouri
|
$336K
|
-$80K
|
1
|
0.06%
|
Reduced
|
|
|
2031
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$333K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2032
|
Baring Asset Management
London,
United Kingdom
|
$333K
|
+$321K
|
1
|
0.02%
|
New
|
|
|
2033
|
Florence Capital Advisors
New York
|
$330K
|
-$5.32K
|
1
|
1.09%
|
Reduced
|
|
|
2034
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$328K
|
+$105K
|
4
|
0.29%
|
Increased
|
|
|
2035
|
O'Dell Group
Cincinnati,
Ohio
|
$327K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2036
|
Winslow Asset Management
Beachwood,
Ohio
|
$326K
|
-$10.5K
|
1
|
0.07%
|
Reduced
|
|
|
2037
|
Darwin Wealth Management
Tampa,
Florida
|
$323K
|
-$78
|
1
|
0.18%
|
Reduced
|
|
|
2038
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$321K
|
+$37.6K
|
1
|
0.06%
|
Increased
|
|
|
2039
|
Northeast Financial Consultants
Westport,
Connecticut
|
$321K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2040
|
WealthTrust Fairport
Cleveland,
Ohio
|
$319K
|
+$312K
|
1
|
0.04%
|
New
|
|
|
2041
|
Cambridge Advisors
Omaha,
Nebraska
|
$318K
|
-$88.3K
|
1
|
0.13%
|
Reduced
|
|
|
2042
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$318K
|
+$65.8K
|
1
|
0.05%
|
Increased
|
|
|
2043
|
West Paces Advisors
Atlanta,
Georgia
|
$317K
|
-$2.29K
|
6
|
0.25%
|
Reduced
|
|
|
2044
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$316K
|
+$5.38K
|
1
|
0.31%
|
Increased
|
|
|
2045
|
Harvest Capital Management
Concord,
New Hampshire
|
$316K
|
-$5.35K
|
1
|
0.13%
|
Reduced
|
|
|
2046
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$316K
|
-$16.5K
|
1
|
0.26%
|
Reduced
|
|
|
2047
|
Highlander Capital Management
Short Hills,
New Jersey
|
$315K
|
+$99.5K
|
2
|
0.25%
|
Increased
|
|
|
2048
|
Sustainable Insight Capital Management
New York
|
$313K
|
+$313K
|
1
|
0.15%
|
New
|
|
|
2049
|
Dillon & Associates
Jackson,
Michigan
|
$312K
|
+$11.4K
|
1
|
0.13%
|
Increased
|
|
|
2050
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$312K
|
-$12.4K
|
1
|
0.17%
|
Reduced
|
|