|
2026
|
GM Advisory Group
Melville,
New York
|
$269K
|
-$38.9K
|
1
|
0.09%
|
Reduced
|
|
|
2027
|
McRae Capital Management
Morristown,
New Jersey
|
$269K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2028
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$268K
|
-$409K
|
1
|
0.01%
|
Reduced
|
|
|
2029
|
Armbruster Capital Management
Pittsford,
New York
|
$266K
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
2030
|
RB Capital Management
Reno,
Nevada
|
$266K
|
-$2.87K
|
1
|
0.25%
|
Reduced
|
|
|
2031
|
Tarbox Family Office
Newport Beach,
California
|
$265K
|
-$299
|
5
|
0.14%
|
Reduced
|
|
|
2032
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$265K
|
-$239K
|
1
|
0.14%
|
Reduced
|
|
|
2033
|
First Wilshire Securities Management
Pasadena,
California
|
$262K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2034
|
JT Stratford LLC
Gainesville,
Georgia
|
$262K
|
-$395K
|
1
|
0.19%
|
Reduced
|
|
|
2035
|
Trustco Bank (New York)
Albany,
New York
|
$262K
|
-$35.7K
|
1
|
0.27%
|
Reduced
|
|
|
2036
|
Darwin Wealth Management
Tampa,
Florida
|
$261K
|
+$110
|
1
|
0.15%
|
Increased
|
|
|
2037
|
Financial Advisory Group
Houston,
Texas
|
$261K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2038
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$261K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2039
|
Firsthand Capital Management
San Jose,
California
|
$260K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2040
|
Hays Advisory
Franklin,
Tennessee
|
$260K
|
+$24.8K
|
1
|
0.06%
|
Increased
|
|
|
2041
|
Meridian Wealth Management
Lexington,
Kentucky
|
$260K
|
+$26.7K
|
1
|
0.16%
|
Increased
|
|
|
2042
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$258K
|
-$9.02K
|
1
|
0.25%
|
Reduced
|
|
|
2043
|
Country Trust Bank
Bloomington,
Illinois
|
$257K
|
-$29K
|
1
|
0.01%
|
Reduced
|
|
|
2044
|
Grand Jean Capital Management
San Francisco,
California
|
$256K
|
+$255K
|
1
|
0.09%
|
New
|
|
|
2045
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$254K
|
+$45.7K
|
1
|
0.06%
|
Increased
|
|
|
2046
|
Independence Trust
Franklin,
Tennessee
|
$253K
|
-$7.51K
|
1
|
0.33%
|
Reduced
|
|
|
2047
|
Private Wealth Partners
Mill Valley,
California
|
$252K
|
-$59.2K
|
1
|
0.06%
|
Reduced
|
|
|
2048
|
VNBTrust National Association
Charlottesville,
Virginia
|
$252K
|
-$24.4K
|
1
|
0.1%
|
Reduced
|
|
|
2049
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$250K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2050
|
Intersect Capital
San Ramon,
California
|
$250K
|
$0
|
1
|
0.22%
|
Maintained
|
|