|
2026
|
Edgestream Partners
Princeton,
New Jersey
|
$661K
|
+$624K
|
1
|
0.42%
|
New
|
|
|
2027
|
Perkins Capital Management
Wayzata,
Minnesota
|
$661K
|
+$81.5K
|
1
|
0.47%
|
Increased
|
|
|
2028
|
Joel Isaacson & Co
New York
|
$653K
|
+$24
|
6
|
0.2%
|
Increased
|
|
|
2029
|
Bank OZK
Little Rock,
Arkansas
|
$650K
|
-$27.9K
|
1
|
0.23%
|
Reduced
|
|
|
2030
|
Asset Advisors Corp
Augusta,
Georgia
|
$649K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2031
|
Austin W. Marxe & David M. Greenhouse
New York
|
$646K
|
+$609K
|
1
|
0.08%
|
New
|
|
|
2032
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$642K
|
-$47.5K
|
1
|
0.83%
|
Reduced
|
|
|
2033
|
Tiemann Investment Advisors
Menlo Park,
California
|
$638K
|
-$40.9K
|
2
|
0.71%
|
Reduced
|
|
|
2034
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$636K
|
-$27.7K
|
1
|
0.11%
|
Reduced
|
|
|
2035
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$636K
|
-$30.9K
|
1
|
0.37%
|
Reduced
|
|
|
2036
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$613K
|
+$268K
|
2
|
0.28%
|
Increased
|
|
|
2037
|
Grassi Investment Management
Santa Clara,
California
|
$611K
|
+$8.24K
|
1
|
0.13%
|
Increased
|
|
|
2038
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$603K
|
+$144K
|
1
|
0.11%
|
Increased
|
|
|
2039
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$599K
|
+$528K
|
8
|
0.11%
|
New
|
|
|
2040
|
Strategic Capital Group
Gig Harbor,
Washington
|
$599K
|
-$3.37M
|
3
|
0.19%
|
Reduced
|
|
|
2041
|
Northeast Financial Consultants
Westport,
Connecticut
|
$598K
|
+$291K
|
2
|
0.34%
|
Increased
|
|
|
2042
|
Value Holdings Management Company
Hampton Bays,
New York
|
$579K
|
+$570K
|
1
|
0.4%
|
New
|
|
|
2043
|
Atlantic Investment Company
Atlanta,
Georgia
|
$578K
|
-$4.12K
|
1
|
0.5%
|
Reduced
|
|
|
2044
|
Partnervest Advisory Services
Santa Barbara,
California
|
$577K
|
+$166K
|
9
|
0.26%
|
Increased
|
|
|
2045
|
FCG Advisors
Chatham,
New Jersey
|
$575K
|
-$36.1K
|
1
|
0.44%
|
Reduced
|
|
|
2046
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$571K
|
-$30.5K
|
2
|
0.47%
|
Reduced
|
|
|
2047
|
Reinhart Partners
Mequon,
Wisconsin
|
$567K
|
+$206K
|
1
|
0.04%
|
Increased
|
|
|
2048
|
First City Capital Management
Savannah,
Georgia
|
$565K
|
-$12.9K
|
7
|
0.4%
|
Reduced
|
|
|
2049
|
Foster & Motley
Cincinnati,
Ohio
|
$562K
|
-$43.3K
|
1
|
0.13%
|
Reduced
|
|
|
2050
|
Clarkston Capital Partners
Rochester,
Michigan
|
$560K
|
+$110K
|
1
|
0.1%
|
Increased
|
|