|
1926
|
D.J. St. Germain
Springfield,
Massachusetts
|
$351K
|
+$74.9K
|
1
|
0.04%
|
Increased
|
|
|
1927
|
GSB Wealth Management
Guilford,
Connecticut
|
$350K
|
$0
|
1
|
1.58%
|
Maintained
|
|
|
1928
|
S&CO Inc
Boston,
Massachusetts
|
$350K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1929
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$347K
|
+$25.7K
|
3
|
0.31%
|
Increased
|
|
|
1930
|
Brookstone Capital Management
Wheaton,
Illinois
|
$347K
|
-$27.1K
|
1
|
0.03%
|
Reduced
|
|
|
1931
|
Wright Investors Service
Shelton,
Connecticut
|
$347K
|
-$22.9K
|
1
|
0.12%
|
Reduced
|
|
|
1932
|
Van Strum & Towne
San Francisco,
California
|
$346K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1933
|
SSI Investment Management
Los Angeles,
California
|
$343K
|
-$402
|
1
|
0.03%
|
Reduced
|
|
|
1934
|
|
$342K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1935
|
JOYN Advisors
Atlanta,
Georgia
|
$340K
|
+$329K
|
1
|
0.07%
|
New
|
|
|
1936
|
Peak Asset Management
Louisville,
Colorado
|
$340K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1937
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$340K
|
+$4.02K
|
1
|
0.19%
|
Increased
|
|
|
1938
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$339K
|
-$360K
|
1
|
0.05%
|
Reduced
|
|
|
1939
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$339K
|
-$14.6K
|
1
|
0.09%
|
Reduced
|
|
|
1940
|
Catamount Wealth Management
Westport,
Connecticut
|
$338K
|
+$3.76K
|
1
|
0.19%
|
Increased
|
|
|
1941
|
Gryphon Financial Partners
Columbus,
Ohio
|
$338K
|
+$325K
|
7
|
0.19%
|
New
|
|
|
1942
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$338K
|
-$1.02M
|
4
|
0.13%
|
Reduced
|
|
|
1943
|
|
$337K
|
-$431K
|
1
|
0.49%
|
Reduced
|
|
|
1944
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$337K
|
+$327K
|
1
|
0.28%
|
New
|
|
|
1945
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$333K
|
+$342K
|
1
|
0.36%
|
New
|
|
|
1946
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$333K
|
+$323K
|
1
|
0.82%
|
New
|
|
|
1947
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$333K
|
-$1.23M
|
1
|
0.04%
|
Reduced
|
|
|
1948
|
WealthSource Partners
San Luis Obispo,
California
|
$333K
|
-$26K
|
1
|
0.1%
|
Reduced
|
|
|
1949
|
Wealth Architects
Mountain View,
California
|
$332K
|
-$27.5K
|
1
|
0.11%
|
Reduced
|
|
|
1950
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$329K
|
-$14.5K
|
3
|
0.13%
|
Reduced
|
|