|
1926
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$483K
|
-$35.2K
|
9
|
0.08%
|
Reduced
|
|
|
1927
|
Donaldson Capital Management
Evansville,
Indiana
|
$478K
|
-$9.28K
|
2
|
0.06%
|
Reduced
|
|
|
1928
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$475K
|
-$22.9K
|
6
|
0.22%
|
Reduced
|
|
|
1929
|
RGT Wealth Advisors
Dallas,
Texas
|
$473K
|
-$124K
|
2
|
0.32%
|
Reduced
|
|
|
1930
|
Rikoon Group
Santa Fe,
New Mexico
|
$473K
|
+$158K
|
2
|
0.21%
|
Increased
|
|
|
1931
|
Round Table Services
Westfield,
New Jersey
|
$472K
|
+$475K
|
2
|
0.17%
|
New
|
|
|
1932
|
Stableford Capital II
Scottsdale,
Arizona
|
$470K
|
-$36.6K
|
1
|
0.41%
|
Reduced
|
|
|
1933
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$468K
|
-$1.04M
|
1
|
0.02%
|
Reduced
|
|
|
1934
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$468K
|
+$43.4K
|
2
|
0.3%
|
Increased
|
|
|
1935
|
Washington Capital Management
Seattle,
Washington
|
$467K
|
$0
|
1
|
0.54%
|
Maintained
|
|
|
1936
|
E.S. Barr & Co
Lexington,
Kentucky
|
$465K
|
-$11.3K
|
1
|
0.05%
|
Reduced
|
|
|
1937
|
PagnatoKarp Partners
Reston,
Virginia
|
$464K
|
+$41.9K
|
1
|
0.13%
|
Increased
|
|
|
1938
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$462K
|
+$165K
|
3
|
2.5%
|
Increased
|
|
|
1939
|
Dearborn Partners
Chicago,
Illinois
|
$460K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1940
|
Relative Value Partners Group
|
$460K
|
+$60.3K
|
1
|
0.06%
|
Increased
|
|
|
1941
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$458K
|
-$29.2K
|
1
|
0.04%
|
Reduced
|
|
|
1942
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$457K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1943
|
Capital Planning Advisors
Roseville,
California
|
$456K
|
+$21.5K
|
2
|
0.23%
|
Increased
|
|
|
1944
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$454K
|
+$485K
|
1
|
0.23%
|
New
|
|
|
1945
|
Bienville Capital Management
New York
|
$452K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1946
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$452K
|
-$20.8K
|
2
|
0.23%
|
Reduced
|
|
|
1947
|
Cambridge Trust
Cambridge,
Massachusetts
|
$451K
|
+$32.2K
|
2
|
0.03%
|
Increased
|
|
|
1948
|
Cahill Financial Advisors
Edina,
Minnesota
|
$450K
|
+$139K
|
1
|
0.26%
|
Increased
|
|
|
1949
|
Greytown Advisors
Miami,
Florida
|
$448K
|
-$80.4K
|
1
|
0.4%
|
Reduced
|
|
|
1950
|
Amtrust Financial Services
New York
|
$442K
|
$0
|
1
|
0.09%
|
Maintained
|
|