|
2026
|
Security Asset Management
New York
|
$327K
|
-$24.8K
|
1
|
0.3%
|
Reduced
|
|
|
2027
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$326K
|
+$54.1K
|
1
|
0.06%
|
Increased
|
|
|
2028
|
Southport Capital Management
Chattanooga,
Tennessee
|
$324K
|
-$548K
|
1
|
0.2%
|
Reduced
|
|
|
2029
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$323K
|
+$52.6K
|
4
|
0.22%
|
Increased
|
|
|
2030
|
Susquehanna Trust & Investment
Lititz,
Pennsylvania
|
$321K
|
+$336K
|
1
|
0.07%
|
New
|
|
|
2031
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$320K
|
-$26.7K
|
1
|
0.07%
|
Reduced
|
|
|
2032
|
Carlson Capital Management
Northfield,
Minnesota
|
$319K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2033
|
NS Partners
London,
United Kingdom
|
$319K
|
+$334K
|
1
|
0.05%
|
New
|
|
|
2034
|
Oakworth Capital
Birmingham,
Alabama
|
$319K
|
-$271K
|
5
|
0.15%
|
Reduced
|
|
|
2035
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$318K
|
+$71.2K
|
3
|
0.23%
|
Increased
|
|
|
2036
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$314K
|
-$36.1K
|
1
|
0.33%
|
Reduced
|
|
|
2037
|
|
$313K
|
+$348K
|
2
|
1.88%
|
New
|
|
|
2038
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$312K
|
-$17K
|
6
|
0.06%
|
Reduced
|
|
|
2039
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$309K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2040
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$308K
|
-$86.4K
|
1
|
0.08%
|
Reduced
|
|
|
2041
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$302K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2042
|
|
$302K
|
+$22.4K
|
1
|
0%
|
Increased
|
|
|
2043
|
Strategic Investment Management
Arlington,
Virginia
|
$302K
|
-$207K
|
1
|
0.2%
|
Reduced
|
|
|
2044
|
Aviance Capital Partners
Naples,
Florida
|
$301K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2045
|
Summit Securities Group
New York
|
$300K
|
+$235K
|
3
|
0.15%
|
Increased
|
|
|
2046
|
GFS Advisors
Houston,
Texas
|
$299K
|
-$5.13M
|
1
|
0.1%
|
Reduced
|
|
|
2047
|
|
$292K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2048
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$290K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2049
|
VNBTrust National Association
Charlottesville,
Virginia
|
$289K
|
-$13.7K
|
1
|
0.14%
|
Reduced
|
|
|
2050
|
EFG Asset Management (Americas)
Miami,
Florida
|
$285K
|
+$60.9K
|
1
|
0.18%
|
Increased
|
|