|
2026
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$219K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2027
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$219K
|
$0
|
3
|
0.19%
|
Maintained
|
|
|
2028
|
Vivaldi Capital Management
Chicago,
Illinois
|
$219K
|
+$224K
|
1
|
0.18%
|
New
|
|
|
2029
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$218K
|
-$56.4K
|
1
|
0.05%
|
Reduced
|
|
|
2030
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$217K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2031
|
BSW Wealth Partners
Boulder,
Colorado
|
$216K
|
-$133
|
1
|
0.09%
|
Reduced
|
|
|
2032
|
Hudock Inc
Williamsport,
Pennsylvania
|
$216K
|
-$8.13K
|
3
|
0.09%
|
Reduced
|
|
|
2033
|
Omnia Family Wealth
Aventura,
Florida
|
$215K
|
-$3K
|
1
|
0.1%
|
Reduced
|
|
|
2034
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$215K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2035
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$214K
|
-$82.8K
|
1
|
0.1%
|
Reduced
|
|
|
2036
|
DSC Advisors
Chicago,
Illinois
|
$214K
|
+$5.19K
|
1
|
0.03%
|
Increased
|
|
|
2037
|
Harvest Fund Management
Beijing,
China
|
$212K
|
-$61.4K
|
2
|
0.03%
|
Reduced
|
|
|
2038
|
AllSquare Wealth Management
Albany,
New York
|
$211K
|
+$50.8K
|
3
|
0.16%
|
Increased
|
|
|
2039
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$210K
|
-$5.35K
|
1
|
0.11%
|
Reduced
|
|
|
2040
|
Clarkston Capital Partners
Rochester,
Michigan
|
$210K
|
+$215K
|
1
|
0.01%
|
New
|
|
|
2041
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$210K
|
+$1.06K
|
1
|
0.08%
|
Increased
|
|
|
2042
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$210K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2043
|
Evanson Asset Management
Carmel,
California
|
$210K
|
+$3.06K
|
1
|
0.04%
|
Increased
|
|
|
2044
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$209K
|
+$931
|
1
|
0.08%
|
Increased
|
|
|
2045
|
Sterneck Capital Management
Kansas City,
Missouri
|
$209K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2046
|
Tiger Eye Capital
Nashville,
Tennessee
|
$209K
|
+$211K
|
1
|
0.04%
|
New
|
|
|
2047
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$207K
|
-$7.61K
|
1
|
0.01%
|
Reduced
|
|
|
2048
|
Eagle Boston Investment Management
Boston,
Massachusetts
|
$206K
|
+$217K
|
1
|
0.02%
|
New
|
|
|
2049
|
Tortoise Investment Management
White Plains,
New York
|
$206K
|
+$29.5K
|
4
|
0.06%
|
Increased
|
|
|
2050
|
Lucas Capital Management
Red Bank,
New Jersey
|
$205K
|
+$210K
|
1
|
0.19%
|
New
|
|