|
2026
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$217K
|
-$660K
|
1
|
0.06%
|
Reduced
|
|
|
2027
|
Raffa Wealth Management
Washington,
District of Columbia
|
$215K
|
+$12.2K
|
9
|
0.16%
|
Increased
|
|
|
2028
|
Merion Investment Management
Bay Harbor Islands,
Florida
|
$215K
|
-$153K
|
1
|
0.05%
|
Reduced
|
|
|
2029
|
Kinsight LLC
Birmingham,
Alabama
|
$214K
|
-$18.5K
|
1
|
0.12%
|
Reduced
|
|
|
2030
|
Pettee Investors
Rowayton,
Connecticut
|
$214K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2031
|
Mount Vernon Associates
Baltimore,
Maryland
|
$213K
|
$0
|
1
|
0.53%
|
Maintained
|
|
|
2032
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$210K
|
$0
|
4
|
0.23%
|
Maintained
|
|
|
2033
|
Cohen Capital Management
Corte Madera,
California
|
$208K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2034
|
Edgewood Management
Greenwich,
Connecticut
|
$208K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2035
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$208K
|
+$218K
|
1
|
0.11%
|
New
|
|
|
2036
|
GM Advisory Group
Melville,
New York
|
$207K
|
-$327K
|
1
|
0.16%
|
Reduced
|
|
|
2037
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$206K
|
+$209K
|
1
|
0.08%
|
New
|
|
|
2038
|
MIG Capital
Newport Beach,
California
|
$206K
|
+$192K
|
1
|
0.08%
|
New
|
|
|
2039
|
Weyland Capital Management
Portsmouth,
New Hampshire
|
$204K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2040
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$203K
|
-$149K
|
1
|
0.1%
|
Reduced
|
|
|
2041
|
Pacific Global Investment Management
Glendale,
California
|
$203K
|
+$73
|
1
|
0.03%
|
Increased
|
|
|
2042
|
Rench Wealth Management
Denton,
Texas
|
$203K
|
+$206K
|
1
|
0.17%
|
New
|
|
|
2043
|
Autus Asset Management
Scottsdale,
Arizona
|
$200K
|
-$338
|
1
|
0.07%
|
Reduced
|
|
|
2044
|
Check Capital Management
Costa Mesa,
California
|
$200K
|
+$203K
|
1
|
0.02%
|
New
|
|
|
2045
|
M. Kraus & Co
Shelburne,
Vermont
|
$200K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2046
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$197K
|
+$17.5K
|
1
|
0.01%
|
Increased
|
|
|
2047
|
Wealthcare Capital Management
Richmond,
Virginia
|
$195K
|
+$28.7K
|
5
|
0.03%
|
Increased
|
|
|
2048
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$177K
|
+$428
|
3
|
0.11%
|
Increased
|
|
|
2049
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$177K
|
+$20.9K
|
2
|
0.12%
|
Increased
|
|
|
2050
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$169K
|
$0
|
4
|
0.14%
|
Maintained
|
|