|
2026
|
Quantbot Technologies
New York
|
$1.02M
|
-$4.55M
|
2
|
0.33%
|
Reduced
|
|
|
2027
|
Corda Investment Management
Houston,
Texas
|
$1.02M
|
-$168K
|
1
|
0.19%
|
Reduced
|
|
|
2028
|
New York Life Trust
New York
|
$1.01M
|
-$6.31K
|
1
|
4%
|
Reduced
|
|
|
2029
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$1.01M
|
+$203K
|
1
|
0.28%
|
Increased
|
|
|
2030
|
Newgate Capital Management
Greenwich,
Connecticut
|
$1.01M
|
$0
|
1
|
0.66%
|
Maintained
|
|
|
2031
|
Semper Trust
King Of Prussia,
Pennsylvania
|
$1.01M
|
+$36.7K
|
1
|
0.4%
|
Increased
|
|
|
2032
|
Wealthquest
Cincinnati,
Ohio
|
$1.01M
|
+$992K
|
1
|
1.03%
|
New
|
|
|
2033
|
UAS Asset Management
New York
|
$1M
|
+$988K
|
1
|
0.54%
|
New
|
|
|
2034
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$998K
|
+$46.5K
|
1
|
0.7%
|
Increased
|
|
|
2035
|
Harvest Capital Management
Concord,
New Hampshire
|
$988K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
2036
|
Hartford Financial Management
Hartford,
Connecticut
|
$984K
|
+$653
|
1
|
0.61%
|
Increased
|
|
|
2037
|
Syntal Capital Partners
Midland,
Texas
|
$983K
|
+$2.18K
|
1
|
0.58%
|
Increased
|
|
|
2038
|
|
$978K
|
-$1.41M
|
1
|
0.95%
|
Reduced
|
|
|
2039
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$976K
|
+$962K
|
1
|
0.58%
|
New
|
|
|
2040
|
Ken Stern & Associates
San Diego,
California
|
$974K
|
+$960K
|
1
|
0.76%
|
New
|
|
|
2041
|
LifePlan Financial Group
Dayton,
Ohio
|
$970K
|
-$10.3K
|
1
|
0.64%
|
Reduced
|
|
|
2042
|
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
|
$969K
|
+$955K
|
1
|
0.06%
|
New
|
|
|
2043
|
BSW Wealth Partners
Boulder,
Colorado
|
$968K
|
-$54.5K
|
1
|
0.78%
|
Reduced
|
|
|
2044
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$966K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
2045
|
Alethea Capital Management
Mercer Island,
Washington
|
$965K
|
+$952K
|
1
|
0.98%
|
New
|
|
|
2046
|
|
$965K
|
$0
|
1
|
3.28%
|
Maintained
|
|
|
2047
|
Rational Advisors
Huntington,
New York
|
$964K
|
+$958K
|
2
|
0.19%
|
New
|
|
|
2048
|
Sabal Trust
St. Petersburg,
Florida
|
$964K
|
-$32.6K
|
1
|
0.12%
|
Reduced
|
|
|
2049
|
Tarbox Family Office
Newport Beach,
California
|
$955K
|
-$110K
|
3
|
0.88%
|
Reduced
|
|
|
2050
|
FutureAdvisor
San Francisco,
California
|
$950K
|
+$934K
|
1
|
0.32%
|
New
|
|