|
1926
|
Bath Savings Trust
Bath,
Maine
|
$252K
|
-$4.3K
|
1
|
0.08%
|
Reduced
|
|
|
1927
|
Cabot Wealth Management
Salem,
Massachusetts
|
$252K
|
+$83
|
1
|
0.07%
|
Increased
|
|
|
1928
|
Sky Investment Group
Hartford,
Connecticut
|
$252K
|
-$19.9K
|
1
|
0.12%
|
Reduced
|
|
|
1929
|
Somerset Capital Management
London,
United Kingdom
|
$252K
|
+$261K
|
1
|
0.07%
|
New
|
|
|
1930
|
Cobiz Wealth
Denver,
Colorado
|
$251K
|
-$4.27K
|
1
|
0.06%
|
Reduced
|
|
|
1931
|
Creative Financial Designs
Kokomo,
Indiana
|
$251K
|
+$240K
|
7
|
0.2%
|
New
|
|
|
1932
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$249K
|
-$5.99K
|
1
|
0.1%
|
Reduced
|
|
|
1933
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$248K
|
+$239K
|
1
|
0.25%
|
New
|
|
|
1934
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$244K
|
-$4.15K
|
1
|
0.06%
|
Reduced
|
|
|
1935
|
Sterneck Capital Management
Kansas City,
Missouri
|
$244K
|
-$19.3K
|
1
|
0.16%
|
Reduced
|
|
|
1936
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$241K
|
-$587K
|
1
|
0.74%
|
Reduced
|
|
|
1937
|
Aveo Capital Partners
Englewood,
Colorado
|
$240K
|
+$226K
|
1
|
0.07%
|
New
|
|
|
1938
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$240K
|
+$36.7K
|
1
|
0.05%
|
Increased
|
|
|
1939
|
Beacon Trust
Morristown,
New Jersey
|
$239K
|
+$225K
|
1
|
0.04%
|
New
|
|
|
1940
|
Petrus Trust Company
Dallas,
Texas
|
$239K
|
-$254K
|
1
|
0.06%
|
Reduced
|
|
|
1941
|
IPG Investment Advisors
San Diego,
California
|
$237K
|
-$11.5K
|
1
|
0.1%
|
Reduced
|
|
|
1942
|
Asset Dedication LLC
San Francisco,
California
|
$237K
|
-$2.3K
|
2
|
0.14%
|
Reduced
|
|
|
1943
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$236K
|
+$228K
|
3
|
0.19%
|
New
|
|
|
1944
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$235K
|
-$4.03K
|
1
|
0.04%
|
Reduced
|
|
|
1945
|
First Merchants Corp
Muncie,
Indiana
|
$234K
|
+$224K
|
1
|
0.07%
|
New
|
|
|
1946
|
Covenant Asset Management
Chester,
New Jersey
|
$233K
|
+$224K
|
1
|
0.16%
|
New
|
|
|
1947
|
Elm Advisors
Burlingame,
California
|
$232K
|
-$3.97K
|
1
|
0.21%
|
Reduced
|
|
|
1948
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$231K
|
+$222K
|
1
|
0.11%
|
New
|
|
|
1949
|
Ritholtz Wealth Management
New York
|
$230K
|
+$207K
|
1
|
0.12%
|
New
|
|
|
1950
|
Van Strum & Towne
San Francisco,
California
|
$230K
|
-$3.91K
|
1
|
0.14%
|
Reduced
|
|