|
2026
|
Weybosset Research & Management
Province,
Rhode Island
|
$245K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2027
|
Comerica Securities
Detroit,
Michigan
|
$244K
|
+$226K
|
1
|
0.25%
|
New
|
|
|
2028
|
Bangor Savings Bank
Bangor,
Maine
|
$243K
|
-$970K
|
1
|
0.07%
|
Reduced
|
|
|
2029
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$242K
|
+$4.23K
|
1
|
0.1%
|
Increased
|
|
|
2030
|
Wilson Kemp & Associates
Birmingham,
Michigan
|
$241K
|
+$226K
|
1
|
0.46%
|
New
|
|
|
2031
|
Brandywine Trust
Hockessin,
Delaware
|
$240K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2032
|
Bank of Stockton
Stockton,
California
|
$239K
|
-$46.8K
|
1
|
0.15%
|
Reduced
|
|
|
2033
|
IRON Financial
Northbrook,
Illinois
|
$239K
|
+$225K
|
1
|
0.24%
|
New
|
|
|
2034
|
Plancorp LLC
Saint Louis,
Missouri
|
$239K
|
+$225K
|
1
|
0.21%
|
New
|
|
|
2035
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$239K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2036
|
Parkwood LLC
Cleveland,
Ohio
|
$234K
|
+$218K
|
2
|
0.06%
|
New
|
|
|
2037
|
Strategic Investment Management
Arlington,
Virginia
|
$234K
|
+$142K
|
1
|
0.06%
|
Increased
|
|
|
2038
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
$232K
|
-$954K
|
1
|
0.03%
|
Reduced
|
|
|
2039
|
Financial Sense Advisors
San Diego,
California
|
$231K
|
+$220K
|
1
|
0.1%
|
New
|
|
|
2040
|
Colony Group
Boston,
Massachusetts
|
$230K
|
+$216K
|
4
|
0.03%
|
New
|
|
|
2041
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$230K
|
+$216K
|
3
|
0.16%
|
New
|
|
|
2042
|
Beacon Trust
Morristown,
New Jersey
|
$228K
|
-$388K
|
1
|
0.04%
|
Reduced
|
|
|
2043
|
Huntington Steele
Oaks,
Pennsylvania
|
$227K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2044
|
Telemus Capital
Southfield,
Michigan
|
$227K
|
-$120K
|
1
|
0.07%
|
Reduced
|
|
|
2045
|
Joel Isaacson & Co
New York
|
$226K
|
+$25.4K
|
5
|
0.08%
|
Increased
|
|
|
2046
|
First Business Financial Services
Madison,
Wisconsin
|
$222K
|
+$209K
|
1
|
0.09%
|
New
|
|
|
2047
|
LVM Capital Management
Portage,
Michigan
|
$222K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2048
|
Avalon Investment & Advisory
Houston,
Texas
|
$219K
|
-$6.83M
|
1
|
0.01%
|
Reduced
|
|
|
2049
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$218K
|
+$205K
|
1
|
0.13%
|
New
|
|
|
2050
|
Pettee Investors
Rowayton,
Connecticut
|
$218K
|
+$205K
|
1
|
0.2%
|
New
|
|