|
2026
|
Grisanti Capital Management
New York
|
$554K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2027
|
Avity Investment Management
Greenwich,
Connecticut
|
$552K
|
-$92.9K
|
1
|
0.09%
|
Reduced
|
|
|
2028
|
Weiss Asset Management
Boston,
Massachusetts
|
$551K
|
+$553K
|
1
|
0.14%
|
New
|
|
|
2029
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$550K
|
-$104K
|
7
|
0.07%
|
Reduced
|
|
|
2030
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$545K
|
+$54.9K
|
2
|
0.26%
|
Increased
|
|
|
2031
|
Retirement Design & Management
Westport,
Connecticut
|
$543K
|
+$201K
|
2
|
0.3%
|
Increased
|
|
|
2032
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$541K
|
+$279K
|
2
|
0.05%
|
Increased
|
|
|
2033
|
Focused Wealth Management
Newburgh,
New York
|
$537K
|
-$14.3K
|
4
|
0.31%
|
Reduced
|
|
|
2034
|
Farr Miller & Washington
Washington,
District of Columbia
|
$536K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2035
|
Rockefeller Financial Services
New York
|
$536K
|
+$40.9K
|
3
|
0.01%
|
Increased
|
|
|
2036
|
Wimmer Associates 1
Pasadena,
California
|
$534K
|
+$553K
|
1
|
0.56%
|
New
|
|
|
2037
|
Albion Financial Group
Salt Lake City,
Utah
|
$533K
|
+$116
|
1
|
0.09%
|
Increased
|
|
|
2038
|
RFG Advisory
Birmingham,
Alabama
|
$527K
|
-$183K
|
1
|
0.39%
|
Reduced
|
|
|
2039
|
Semper Trust
King Of Prussia,
Pennsylvania
|
$523K
|
+$518K
|
2
|
0.73%
|
New
|
|
|
2040
|
Donaldson Capital Management
Evansville,
Indiana
|
$520K
|
+$20.6K
|
2
|
0.08%
|
Increased
|
|
|
2041
|
FCG Advisors
Chatham,
New Jersey
|
$517K
|
-$5.64K
|
2
|
0.31%
|
Reduced
|
|
|
2042
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$515K
|
+$510K
|
2
|
0.47%
|
New
|
|
|
2043
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$513K
|
+$284K
|
1
|
0.18%
|
Increased
|
|
|
2044
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$510K
|
-$20.6K
|
1
|
0.13%
|
Reduced
|
|
|
2045
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$510K
|
-$7K
|
9
|
0.06%
|
Reduced
|
|
|
2046
|
Point72 Hong Kong
Hong Kong
|
$508K
|
+$395K
|
7
|
1.68%
|
Increased
|
|
|
2047
|
Leisure Capital Management
Costa Mesa,
California
|
$506K
|
+$489K
|
1
|
0.46%
|
New
|
|
|
2048
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$503K
|
+$492
|
4
|
0.28%
|
Increased
|
|
|
2049
|
Financial Management Professionals
Austin,
Texas
|
$503K
|
+$22.6K
|
2
|
0.26%
|
Increased
|
|
|
2050
|
Monetta Financial Services
Wheaton,
Illinois
|
$500K
|
-$84.6K
|
1
|
0.29%
|
Reduced
|
|