|
2026
|
Joel Isaacson & Co
New York
|
$150K
|
+$340
|
4
|
0.04%
|
Increased
|
|
|
2027
|
MV Capital Management
Bethesda,
Maryland
|
$149K
|
-$37.1K
|
3
|
0.07%
|
Reduced
|
|
|
2028
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$145K
|
+$18K
|
13
|
0.09%
|
Increased
|
|
|
2029
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$142K
|
-$23.3K
|
4
|
0.02%
|
Reduced
|
|
|
2030
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$141K
|
+$158K
|
5
|
0.04%
|
New
|
|
|
2031
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$140K
|
-$2.99M
|
4
|
0.02%
|
Reduced
|
|
|
2032
|
ArchPoint Investors
Coral Gables,
Florida
|
$137K
|
-$204K
|
1
|
0.1%
|
Reduced
|
|
|
2033
|
Tanaka Capital Management
New York
|
$135K
|
+$145K
|
1
|
0.34%
|
New
|
|
|
2034
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$131K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2035
|
Krilogy Financial
St. Louis,
Missouri
|
$131K
|
+$150K
|
4
|
0.06%
|
New
|
|
|
2036
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$131K
|
+$4.86K
|
4
|
0.07%
|
Increased
|
|
|
2037
|
Ruggie Capital Group
Tavares,
Florida
|
$129K
|
-$6K
|
4
|
0.12%
|
Reduced
|
|
|
2038
|
Spectrum Management Group
Indianapolis,
Indiana
|
$129K
|
+$151K
|
1
|
0.07%
|
New
|
|
|
2039
|
Lupo Securities
Chicago,
Illinois
|
$126K
|
-$67.5K
|
3
|
0.95%
|
Reduced
|
|
|
2040
|
Smith Group Asset Management
Dallas,
Texas
|
$126K
|
-$528K
|
2
|
0%
|
Reduced
|
|
|
2041
|
Allworth Financial
Folsom,
California
|
$122K
|
$0
|
7
|
0.04%
|
Maintained
|
|
|
2042
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$122K
|
-$11K
|
3
|
0.11%
|
Reduced
|
|
|
2043
|
Avior Wealth Management
Omaha,
Nebraska
|
$120K
|
+$55.5K
|
6
|
0.07%
|
Increased
|
|
|
2044
|
Glassman Wealth Services
Vienna,
Virginia
|
$113K
|
-$7K
|
7
|
0.1%
|
Reduced
|
|
|
2045
|
Parametrica Management
Wanchai,
Hong Kong
|
$110K
|
+$140K
|
1
|
0.69%
|
New
|
|
|
2046
|
Global Thematic Partners
New York
|
$109K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2047
|
MCF Advisors
Covington,
Kentucky
|
$107K
|
+$4.63K
|
3
|
0.03%
|
Increased
|
|
|
2048
|
Syntal Capital Partners
Midland,
Texas
|
$104K
|
+$440
|
2
|
0.15%
|
Increased
|
|
|
2049
|
NCM Capital Management Group
Durham,
North Carolina
|
$99K
|
$0
|
2
|
1.23%
|
Maintained
|
|
|
2050
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$99K
|
-$1.69M
|
1
|
0.01%
|
Reduced
|
|