|
2026
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$346K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2027
|
Moseley Investment Management
Bradenton,
Florida
|
$345K
|
-$30.9K
|
1
|
0.36%
|
Reduced
|
|
|
2028
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$344K
|
-$3.34K
|
1
|
0.14%
|
Reduced
|
|
|
2029
|
Empirical Wealth Management
Seattle,
Washington
|
$344K
|
+$42.9K
|
1
|
0.04%
|
Increased
|
|
|
2030
|
Willow Creek Wealth Management
Sebastopol,
California
|
$342K
|
-$152K
|
1
|
0.16%
|
Reduced
|
|
|
2031
|
Norway Savings Bank
Portland,
Maine
|
$341K
|
+$42.1K
|
1
|
0.28%
|
Increased
|
|
|
2032
|
Lau Associates
Greenville,
Delaware
|
$340K
|
+$50.6K
|
1
|
0.18%
|
Increased
|
|
|
2033
|
Cabot-Wellington
Boston,
Massachusetts
|
$339K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2034
|
Taurus Asset Management
New York
|
$339K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2035
|
Southport Management
Wilson,
Wyoming
|
$338K
|
$0
|
1
|
1.9%
|
Maintained
|
|
|
2036
|
ADI Capital Management
New York
|
$338K
|
-$338K
|
1
|
2.08%
|
Reduced
|
|
|
2037
|
|
$338K
|
+$46K
|
1
|
1.33%
|
Increased
|
|
|
2038
|
Wright Investors Service
Shelton,
Connecticut
|
$338K
|
+$123K
|
1
|
0.12%
|
Increased
|
|
|
2039
|
Cribstone Capital Management
Augusta,
Maine
|
$337K
|
-$89.7K
|
5
|
0.2%
|
Reduced
|
|
|
2040
|
First Financial Corp
Terre Haute,
Indiana
|
$337K
|
+$15K
|
2
|
0.26%
|
Increased
|
|
|
2041
|
Emerald Advisers
Leola,
Pennsylvania
|
$336K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2042
|
Addison Capital
Conshohocken,
Pennsylvania
|
$335K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2043
|
Baystate Wealth Management
Boston,
Massachusetts
|
$335K
|
+$9.71K
|
3
|
0.04%
|
Increased
|
|
|
2044
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$335K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2045
|
Independence Advisors
Wayne,
Pennsylvania
|
$333K
|
+$30.2K
|
1
|
0.08%
|
Increased
|
|
|
2046
|
Crabel Capital Management
Los Angeles,
California
|
$332K
|
-$86.7K
|
1
|
0.2%
|
Reduced
|
|
|
2047
|
Inscription Capital
Houston,
Texas
|
$332K
|
+$331K
|
1
|
0.18%
|
New
|
|
|
2048
|
AIMZ Investment Advisors
Los Altos,
California
|
$331K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2049
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$328K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
2050
|
First Command Bank
Fort Worth,
Texas
|
$328K
|
$0
|
2
|
0.17%
|
Maintained
|
|