|
2026
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$369K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2027
|
Affiance Financial
St. Louis Park,
Minnesota
|
$366K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
2028
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$366K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2029
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$363K
|
-$24K
|
3
|
0.03%
|
Reduced
|
|
|
2030
|
Provident Trust Company
Waukesha,
Wisconsin
|
$363K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2031
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$359K
|
+$354K
|
2
|
0.19%
|
New
|
|
|
2032
|
Whitnell & Co
Oak Brook,
Illinois
|
$358K
|
+$38K
|
7
|
0.14%
|
Increased
|
|
|
2033
|
D.J. St. Germain
Springfield,
Massachusetts
|
$357K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2034
|
|
$356K
|
-$3.1K
|
1
|
0.18%
|
Reduced
|
|
|
2035
|
Somerset Capital Management
London,
United Kingdom
|
$355K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2036
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$353K
|
-$1.78M
|
1
|
0.39%
|
Reduced
|
|
|
2037
|
Chesapeake Asset Management
New York
|
$352K
|
-$358K
|
1
|
0.3%
|
Reduced
|
|
|
2038
|
Crow Point Partners
Boston,
Massachusetts
|
$351K
|
-$249K
|
2
|
0.05%
|
Reduced
|
|
|
2039
|
Harfst & Associates
Sheridan,
Wyoming
|
$351K
|
$0
|
5
|
0.15%
|
Maintained
|
|
|
2040
|
D'Orazio & Associates
Falls Church,
Virginia
|
$346K
|
-$22.4K
|
4
|
0.18%
|
Reduced
|
|
|
2041
|
Essex Investment Management
Boston,
Massachusetts
|
$343K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2042
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$339K
|
+$348K
|
4
|
0.09%
|
New
|
|
|
2043
|
Modera Wealth Management
Westwood,
New Jersey
|
$338K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2044
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$336K
|
+$423K
|
1
|
0.02%
|
New
|
|
|
2045
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$336K
|
+$332K
|
1
|
0.16%
|
New
|
|
|
2046
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$334K
|
+$26.9K
|
4
|
0.42%
|
Increased
|
|
|
2047
|
Riverhead Capital Management
Wilmington,
Delaware
|
$331K
|
+$362K
|
3
|
0.01%
|
New
|
|
|
2048
|
First United Bank & Trust
Oakland,
Maryland
|
$329K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2049
|
Tradewinds Capital Management
Bellingham,
Washington
|
$327K
|
-$79K
|
4
|
0.26%
|
Reduced
|
|
|
2050
|
CTC Alternative Strategies
Chicago,
Illinois
|
$320K
|
$0
|
1
|
0.76%
|
Maintained
|
|