|
1951
|
Two Sigma Securities
New York
|
$273K
|
+$119K
|
1
|
0.35%
|
Increased
|
|
|
1952
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$270K
|
-$2.52K
|
3
|
0.2%
|
Reduced
|
|
|
1953
|
Spirit of America Management Corp
Syosset,
New York
|
$270K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1954
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$269K
|
+$252K
|
1
|
0.57%
|
New
|
|
|
1955
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$268K
|
-$12.2M
|
1
|
0.03%
|
Reduced
|
|
|
1956
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$267K
|
-$202K
|
1
|
0.1%
|
Reduced
|
|
|
1957
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$266K
|
+$5.25K
|
1
|
0.28%
|
Increased
|
|
|
1958
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$266K
|
+$23.4K
|
2
|
0.17%
|
Increased
|
|
|
1959
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$266K
|
-$106K
|
6
|
0.17%
|
Reduced
|
|
|
1960
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$266K
|
-$9.81M
|
1
|
0.04%
|
Reduced
|
|
|
1961
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$265K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1962
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$265K
|
+$47.4K
|
1
|
0.25%
|
Increased
|
|
|
1963
|
Hutchens Investment Management
Concord,
New Hampshire
|
$264K
|
+$246K
|
1
|
0.26%
|
New
|
|
|
1964
|
Chilton Capital Management
Houston,
Texas
|
$263K
|
+$242K
|
1
|
0.03%
|
New
|
|
|
1965
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$263K
|
+$39K
|
1
|
0.1%
|
Increased
|
|
|
1966
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$262K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1967
|
Lourd Capital
Beverly Hills,
California
|
$262K
|
+$789
|
1
|
0.03%
|
Increased
|
|
|
1968
|
SOL Capital Management
Rockville,
Maryland
|
$262K
|
+$16.5K
|
1
|
0.09%
|
Increased
|
|
|
1969
|
Lynch & Associates
Newburgh,
Indiana
|
$261K
|
-$5.9K
|
1
|
0.12%
|
Reduced
|
|
|
1970
|
Xponance
Philadelphia,
Pennsylvania
|
$258K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1971
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$257K
|
+$186K
|
3
|
0.23%
|
Increased
|
|
|
1972
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$256K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1973
|
Retirement Capital Strategies
San Jose,
California
|
$256K
|
+$226K
|
1
|
0.15%
|
New
|
|
|
1974
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$253K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1975
|
Lebenthal Asset Management
New York
|
$250K
|
+$221K
|
1
|
0.1%
|
New
|
|