|
1926
|
John G. Ullman & Associates
Corning,
New York
|
$452K
|
-$82K
|
1
|
0.09%
|
Reduced
|
|
|
1927
|
Everett Harris & Co
Los Angeles,
California
|
$451K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1928
|
Piermont Capital Management
St. Louis,
Missouri
|
$451K
|
+$521K
|
1
|
0.14%
|
New
|
|
|
1929
|
First Personal Financial Services
Charlotte,
North Carolina
|
$450K
|
-$4.39K
|
6
|
0.27%
|
Reduced
|
|
|
1930
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$447K
|
-$25.1K
|
1
|
0.2%
|
Reduced
|
|
|
1931
|
Stanford Investment Group
Mountain View,
California
|
$445K
|
-$28.6K
|
5
|
0.33%
|
Reduced
|
|
|
1932
|
Lynch & Associates
Newburgh,
Indiana
|
$440K
|
-$12.7K
|
1
|
0.23%
|
Reduced
|
|
|
1933
|
Fiduciary Trust
Boston,
Massachusetts
|
$434K
|
-$22.6K
|
1
|
0.02%
|
Reduced
|
|
|
1934
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$431K
|
+$14.8K
|
1
|
0.44%
|
Increased
|
|
|
1935
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$431K
|
-$364K
|
8
|
0.24%
|
Reduced
|
|
|
1936
|
Fayez Sarofim & Co
Houston,
Texas
|
$430K
|
-$115K
|
2
|
0%
|
Reduced
|
|
|
1937
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$430K
|
+$15.6K
|
2
|
0.15%
|
Increased
|
|
|
1938
|
Argent Trust
San Antonio,
Texas
|
$429K
|
+$49.4K
|
1
|
0.42%
|
Increased
|
|
|
1939
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$429K
|
+$163K
|
1
|
0.14%
|
Increased
|
|
|
1940
|
TCI Wealth Advisors
Tucson,
Arizona
|
$425K
|
-$29.4K
|
11
|
0.24%
|
Reduced
|
|
|
1941
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$424K
|
-$16.9K
|
7
|
0.25%
|
Reduced
|
|
|
1942
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$422K
|
+$158K
|
6
|
0.1%
|
Increased
|
|
|
1943
|
Harvey Investment Company
Louisville,
Kentucky
|
$418K
|
-$6.09K
|
1
|
0.1%
|
Reduced
|
|
|
1944
|
Howard Capital Management (New York)
New York
|
$417K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1945
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$417K
|
+$437K
|
1
|
0.57%
|
New
|
|
|
1946
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$415K
|
+$1.04M
|
4
|
0.42%
|
Increased
|
|
|
1947
|
Dalton, Greiner, Hartman, Maher & Co
New York
|
$413K
|
-$119K
|
1
|
0.02%
|
Reduced
|
|
|
1948
|
SRB Corp
Boston,
Massachusetts
|
$413K
|
-$82.8K
|
3
|
0.05%
|
Reduced
|
|
|
1949
|
|
$409K
|
+$429K
|
1
|
0.25%
|
New
|
|
|
1950
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$407K
|
-$48.1K
|
1
|
0.03%
|
Reduced
|
|