|
2026
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$330K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2027
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$330K
|
+$365K
|
1
|
0.01%
|
New
|
|
|
2028
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$330K
|
+$322K
|
1
|
0.31%
|
New
|
|
|
2029
|
Alexandria Capital
Arlington,
Virginia
|
$327K
|
-$8.08K
|
7
|
0.13%
|
Reduced
|
|
|
2030
|
Argent Trust Co
Nashville,
Tennessee
|
$327K
|
+$320K
|
1
|
0.2%
|
New
|
|
|
2031
|
Harvest Capital Management
Concord,
New Hampshire
|
$326K
|
-$8.64K
|
1
|
0.17%
|
Reduced
|
|
|
2032
|
Kinsight LLC
Birmingham,
Alabama
|
$325K
|
-$4.99K
|
1
|
0.16%
|
Reduced
|
|
|
2033
|
Klingenstein Fields & Co
New York
|
$323K
|
+$16.9K
|
1
|
0.01%
|
Increased
|
|
|
2034
|
Forward Management
San Francisco,
California
|
$320K
|
-$5.89M
|
2
|
0.02%
|
Reduced
|
|
|
2035
|
Wellington Shields & Co
New York
|
$320K
|
+$97.3K
|
1
|
0.18%
|
Increased
|
|
|
2036
|
Zuckerman Investment Group
Chicago,
Illinois
|
$320K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2037
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$316K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2038
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$316K
|
-$19.2K
|
6
|
0.27%
|
Reduced
|
|
|
2039
|
Affiance Financial
St. Louis Park,
Minnesota
|
$310K
|
+$329K
|
1
|
0.54%
|
New
|
|
|
2040
|
Oxbow Advisors
Austin,
Texas
|
$308K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2041
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$307K
|
+$327K
|
1
|
0.29%
|
New
|
|
|
2042
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$305K
|
+$297K
|
1
|
0.28%
|
New
|
|
|
2043
|
Howe & Rusling
Rochester,
New York
|
$305K
|
+$32.6K
|
10
|
0.07%
|
Increased
|
|
|
2044
|
Breithorn Capital Management
New York
|
$304K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2045
|
Everett Harris & Co
Los Angeles,
California
|
$301K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2046
|
Pentwater Capital Management
Naples,
Florida
|
$299K
|
+$270K
|
1
|
0%
|
New
|
|
|
2047
|
Cadinha & Co
Honolulu,
Hawaii
|
$294K
|
+$325K
|
1
|
0.05%
|
New
|
|
|
2048
|
Thomasville National Bank
Thomasville,
Georgia
|
$292K
|
+$4.87K
|
1
|
0.1%
|
Increased
|
|
|
2049
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$290K
|
-$570K
|
1
|
0.01%
|
Reduced
|
|
|
2050
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$288K
|
+$317K
|
2
|
0.12%
|
New
|
|