|
2026
|
Orinda Asset Management
Lafayette,
California
|
$236K
|
+$230K
|
2
|
0.45%
|
New
|
|
|
2027
|
Kinsight LLC
Birmingham,
Alabama
|
$235K
|
-$10.3K
|
1
|
0.14%
|
Reduced
|
|
|
2028
|
10-15 Associates
Goshen,
New York
|
$234K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2029
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$233K
|
+$233K
|
2
|
0.05%
|
New
|
|
|
2030
|
Fiduciary Asset Management
St. Louis,
Missouri
|
$232K
|
-$1.29M
|
1
|
0.05%
|
Reduced
|
|
|
2031
|
Ruffer LLP
London,
United Kingdom
|
$231K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
EFG Asset Management (Americas)
Miami,
Florida
|
$230K
|
+$59.8K
|
1
|
0.21%
|
Increased
|
|
|
2033
|
Donaldson Capital Management
Evansville,
Indiana
|
$228K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2034
|
Adell Harriman & Carpenter
Houston,
Texas
|
$228K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2035
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$225K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2036
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$225K
|
+$150K
|
3
|
0.08%
|
Increased
|
|
|
2037
|
Madden Advisory Services
Jacksonville,
Florida
|
$224K
|
-$33.3K
|
2
|
0.11%
|
Reduced
|
|
|
2038
|
Pettee Investors
Rowayton,
Connecticut
|
$217K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2039
|
Court Place Advisors
Ellicott City,
Maryland
|
$215K
|
+$207K
|
1
|
0.15%
|
New
|
|
|
2040
|
Mount Vernon Associates
Baltimore,
Maryland
|
$215K
|
$0
|
1
|
0.55%
|
Maintained
|
|
|
2041
|
First United Bank & Trust
Oakland,
Maryland
|
$214K
|
+$206K
|
1
|
0.22%
|
New
|
|
|
2042
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$213K
|
-$7.83K
|
4
|
0.23%
|
Reduced
|
|
|
2043
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$212K
|
+$242K
|
1
|
0.01%
|
New
|
|
|
2044
|
Cohen Capital Management
Corte Madera,
California
|
$211K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2045
|
Edgewood Management
Greenwich,
Connecticut
|
$211K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2046
|
Zuckerman Investment Group
Chicago,
Illinois
|
$211K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2047
|
Continental Advisors
Park City,
Utah
|
$210K
|
+$201K
|
1
|
0.05%
|
New
|
|
|
2048
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$209K
|
-$25.1K
|
1
|
0.15%
|
Reduced
|
|
|
2049
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$208K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2050
|
Shufro Rose & Co
New York
|
$207K
|
+$199K
|
1
|
0.02%
|
New
|
|