|
2026
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$383K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2027
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$383K
|
-$67.5K
|
8
|
0.36%
|
Reduced
|
|
|
2028
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$382K
|
+$288K
|
4
|
0.03%
|
Increased
|
|
|
2029
|
MV Capital Management
Bethesda,
Maryland
|
$381K
|
-$33.4K
|
4
|
0.11%
|
Reduced
|
|
|
2030
|
IMS Capital Management
Portland,
Oregon
|
$379K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2031
|
Guardian Life Insurance
New York
|
$378K
|
-$2.46K
|
7
|
0.06%
|
Reduced
|
|
|
2032
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$376K
|
+$3.13K
|
4
|
0.19%
|
Increased
|
|
|
2033
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$375K
|
+$2.65K
|
1
|
0.23%
|
Increased
|
|
|
2034
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$372K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2035
|
BigSur Wealth Management
Miami,
Florida
|
$371K
|
$0
|
2
|
0.37%
|
Maintained
|
|
|
2036
|
Grove Bank & Trust
Miami,
Florida
|
$371K
|
+$15.2K
|
10
|
0.18%
|
Increased
|
|
|
2037
|
LVZ Inc
Holland,
Michigan
|
$370K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2038
|
Alexandria Capital
Arlington,
Virginia
|
$369K
|
-$13.9K
|
4
|
0.09%
|
Reduced
|
|
|
2039
|
Raffa Wealth Management
Washington,
District of Columbia
|
$368K
|
-$10.1K
|
3
|
0.15%
|
Reduced
|
|
|
2040
|
Hugh Johnson Advisors
Albany,
New York
|
$366K
|
+$157K
|
1
|
0.11%
|
Increased
|
|
|
2041
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$363K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2042
|
Rockland Trust
Hanover,
Massachusetts
|
$363K
|
-$50K
|
1
|
0.05%
|
Reduced
|
|
|
2043
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$362K
|
-$2.44M
|
1
|
0.07%
|
Reduced
|
|
|
2044
|
SVA Wealth Management
Madison,
Wisconsin
|
$361K
|
+$248K
|
2
|
0.04%
|
Increased
|
|
|
2045
|
|
$357K
|
-$17.9K
|
1
|
0.34%
|
Reduced
|
|
|
2046
|
Global Retirement Partners
San Rafael,
California
|
$356K
|
-$45.3K
|
6
|
0.15%
|
Reduced
|
|
|
2047
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$352K
|
+$14.4K
|
1
|
0.08%
|
Increased
|
|
|
2048
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$348K
|
+$50.5K
|
1
|
0.3%
|
Increased
|
|
|
2049
|
|
$347K
|
$0
|
2
|
0.22%
|
Maintained
|
|
|
2050
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$344K
|
-$7.72M
|
1
|
0.02%
|
Reduced
|
|