|
1926
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$225K
|
+$10.1K
|
1
|
0.06%
|
Increased
|
|
|
1927
|
McDaniel Terry & Co
Austin,
Texas
|
$225K
|
-$40.3K
|
1
|
0.04%
|
Reduced
|
|
|
1928
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$225K
|
+$7.36K
|
1
|
0.04%
|
Increased
|
|
|
1929
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$224K
|
-$4.04K
|
1
|
0.05%
|
Reduced
|
|
|
1930
|
Risk Paradigm Group
Austin,
Texas
|
$222K
|
-$61.3K
|
3
|
0.25%
|
Reduced
|
|
|
1931
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$221K
|
-$65.1K
|
10
|
0.09%
|
Reduced
|
|
|
1932
|
Bison Wealth
Atlanta,
Georgia
|
$220K
|
+$9.5K
|
1
|
0.19%
|
Increased
|
|
|
1933
|
Asset Dedication LLC
San Francisco,
California
|
$218K
|
+$1.91K
|
2
|
0.12%
|
Increased
|
|
|
1934
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$218K
|
-$43K
|
1
|
0.03%
|
Reduced
|
|
|
1935
|
Monroe Bank & Trust
Monroe,
Michigan
|
$218K
|
-$46.4K
|
3
|
0.07%
|
Reduced
|
|
|
1936
|
Bank of Stockton
Stockton,
California
|
$217K
|
+$12.3K
|
1
|
0.1%
|
Increased
|
|
|
1937
|
Creative Financial Designs
Kokomo,
Indiana
|
$217K
|
-$16.9K
|
8
|
0.16%
|
Reduced
|
|
|
1938
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$217K
|
-$3.92K
|
1
|
0.04%
|
Reduced
|
|
|
1939
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$217K
|
+$423
|
1
|
0.1%
|
Increased
|
|
|
1940
|
Farmers National Bank
Danville,
Kentucky
|
$215K
|
+$105K
|
2
|
0.13%
|
Increased
|
|
|
1941
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$215K
|
-$1.64M
|
1
|
0.11%
|
Reduced
|
|
|
1942
|
Elm Advisors
Burlingame,
California
|
$214K
|
-$3.86K
|
1
|
0.18%
|
Reduced
|
|
|
1943
|
First Merchants Corp
Muncie,
Indiana
|
$214K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1944
|
Modera Wealth Management
Westwood,
New Jersey
|
$213K
|
-$99.5K
|
1
|
0.05%
|
Reduced
|
|
|
1945
|
Todd Asset Management
Louisville,
Kentucky
|
$213K
|
-$29.8M
|
1
|
0.01%
|
Reduced
|
|
|
1946
|
Van Strum & Towne
San Francisco,
California
|
$212K
|
-$3.83K
|
1
|
0.14%
|
Reduced
|
|
|
1947
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$210K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
1948
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$208K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1949
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$207K
|
+$209K
|
1
|
0.23%
|
New
|
|
|
1950
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$207K
|
-$241K
|
1
|
0.2%
|
Reduced
|
|