|
1926
|
The Family Firm
Bethesda,
Maryland
|
$233K
|
-$12.7K
|
1
|
0.08%
|
Reduced
|
|
|
1927
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$232K
|
-$31.3K
|
8
|
0.2%
|
Reduced
|
|
|
1928
|
John G. Ullman & Associates
Corning,
New York
|
$232K
|
+$234K
|
1
|
0.04%
|
New
|
|
|
1929
|
Penn Davis McFarland
Dallas,
Texas
|
$232K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1930
|
Quad Capital Management Advisors
New York
|
$232K
|
+$234K
|
1
|
0.12%
|
New
|
|
|
1931
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$231K
|
-$2.85K
|
1
|
0.07%
|
Reduced
|
|
|
1932
|
Bellecapital
Zurich,
Switzerland
|
$230K
|
+$230K
|
1
|
0.14%
|
New
|
|
|
1933
|
Spinnaker Trust
Portland,
Maine
|
$230K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1934
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$229K
|
+$40.6K
|
2
|
0.14%
|
Increased
|
|
|
1935
|
|
$229K
|
+$18.7K
|
1
|
0.04%
|
Increased
|
|
|
1936
|
Clal Insurance
Tel-Aviv,
Israel
|
$229K
|
+$177K
|
1
|
0.01%
|
Increased
|
|
|
1937
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$229K
|
-$4.27K
|
1
|
0.11%
|
Reduced
|
|
|
1938
|
Schnieders Capital Management
Pasadena,
California
|
$229K
|
-$14.4K
|
1
|
0.09%
|
Reduced
|
|
|
1939
|
TrinityPoint Wealth
Milford,
Connecticut
|
$229K
|
+$225K
|
1
|
0.08%
|
New
|
|
|
1940
|
Versant Capital Management
Phoenix,
Arizona
|
$229K
|
+$6.5K
|
8
|
0.11%
|
Increased
|
|
|
1941
|
Coldstream Capital Management
Bellevue,
Washington
|
$228K
|
-$276K
|
1
|
0.02%
|
Reduced
|
|
|
1942
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$228K
|
-$17.8K
|
1
|
0.14%
|
Reduced
|
|
|
1943
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$228K
|
+$228K
|
1
|
0.03%
|
New
|
|
|
1944
|
Salem Capital Management
Woburn,
Massachusetts
|
$228K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1945
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$227K
|
-$206K
|
1
|
0.21%
|
Reduced
|
|
|
1946
|
Chesapeake Asset Management
New York
|
$227K
|
+$231K
|
1
|
0.43%
|
New
|
|
|
1947
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$227K
|
-$22.8K
|
1
|
0.03%
|
Reduced
|
|
|
1948
|
|
$226K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1949
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$225K
|
-$8.69K
|
4
|
0.28%
|
Reduced
|
|
|
1950
|
Tiemann Investment Advisors
Menlo Park,
California
|
$225K
|
-$16.5K
|
1
|
0.16%
|
Reduced
|
|