|
1926
|
GW & Wade
Wellesley,
Massachusetts
|
$503K
|
+$535K
|
1
|
0.13%
|
New
|
|
|
1927
|
Yacktman Asset Management
Austin,
Texas
|
$502K
|
+$40K
|
1
|
0%
|
Increased
|
|
|
1928
|
|
$499K
|
-$7.63M
|
11
|
0.09%
|
Reduced
|
|
|
1929
|
Intersect Capital
San Ramon,
California
|
$495K
|
+$512K
|
6
|
0.41%
|
New
|
|
|
1930
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$493K
|
-$1.07K
|
2
|
0.06%
|
Reduced
|
|
|
1931
|
Simmons First Trust
Pine Bluff,
Arkansas
|
$492K
|
+$501K
|
2
|
0.12%
|
New
|
|
|
1932
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$491K
|
+$138K
|
2
|
0.13%
|
Increased
|
|
|
1933
|
One Capital Management
Westlake Village,
California
|
$491K
|
-$116K
|
1
|
0.18%
|
Reduced
|
|
|
1934
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$491K
|
+$512K
|
5
|
0.37%
|
New
|
|
|
1935
|
Winfield Associates
Cleveland,
Ohio
|
$490K
|
-$16.4K
|
2
|
0.36%
|
Reduced
|
|
|
1936
|
Edge Wealth Management
New York
|
$487K
|
+$438K
|
4
|
0.18%
|
Increased
|
|
|
1937
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$484K
|
$0
|
2
|
0.21%
|
Maintained
|
|
|
1938
|
Westport Resources Management
Westport,
Connecticut
|
$482K
|
-$6.67K
|
6
|
0.13%
|
Reduced
|
|
|
1939
|
Afton Capital Management
Charlotte,
North Carolina
|
$481K
|
-$5.94M
|
1
|
0.89%
|
Reduced
|
|
|
1940
|
Hutchinson Capital Management
San Rafael,
California
|
$481K
|
-$681
|
2
|
0.14%
|
Reduced
|
|
|
1941
|
New England Securities
New York
|
$479K
|
-$130K
|
11
|
0.17%
|
Reduced
|
|
|
1942
|
Bank OZK
Little Rock,
Arkansas
|
$478K
|
-$43.6K
|
1
|
0.16%
|
Reduced
|
|
|
1943
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$478K
|
-$15M
|
6
|
0%
|
Reduced
|
|
|
1944
|
McGowan Group Asset Management
Dallas,
Texas
|
$476K
|
+$483K
|
2
|
0.1%
|
New
|
|
|
1945
|
Mengis Capital Management
Portland,
Oregon
|
$476K
|
+$488K
|
2
|
0.46%
|
New
|
|
|
1946
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$473K
|
+$10.7K
|
1
|
0.1%
|
Increased
|
|
|
1947
|
Kahn Brothers Group
New York
|
$471K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1948
|
|
$469K
|
+$259
|
1
|
0.44%
|
Increased
|
|
|
1949
|
Cannell & Spears
New York
|
$465K
|
-$402K
|
1
|
0.05%
|
Reduced
|
|
|
1950
|
Atlas Brown
Louisville,
Kentucky
|
$462K
|
+$23.6K
|
1
|
0.13%
|
Increased
|
|