|
1951
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$220K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1952
|
Klingman & Associates
New York
|
$219K
|
+$135
|
1
|
0.02%
|
Increased
|
|
|
1953
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$217K
|
+$205K
|
1
|
0.05%
|
New
|
|
|
1954
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$217K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1955
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$217K
|
+$205K
|
1
|
0.05%
|
New
|
|
|
1956
|
S.A. Mason
Holland,
Michigan
|
$217K
|
+$1.35K
|
1
|
0.15%
|
Increased
|
|
|
1957
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$216K
|
+$204K
|
1
|
0.05%
|
New
|
|
|
1958
|
Modus Advisors
Excelsior,
Minnesota
|
$216K
|
+$205K
|
1
|
0.09%
|
New
|
|
|
1959
|
Solstein Capital
Menlo Park,
California
|
$216K
|
+$19.6K
|
1
|
0.27%
|
Increased
|
|
|
1960
|
Bell Bank
Fargo,
North Dakota
|
$215K
|
+$204K
|
1
|
0.03%
|
New
|
|
|
1961
|
Clarity Wealth Advisors
San Jose,
California
|
$215K
|
+$203K
|
1
|
0.11%
|
New
|
|
|
1962
|
Fermata Advisors
Sonoma,
California
|
$215K
|
+$203K
|
1
|
0.12%
|
New
|
|
|
1963
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$214K
|
+$203K
|
1
|
0.05%
|
New
|
|
|
1964
|
Petix & Botte Financial
La Mesa,
California
|
$214K
|
+$202K
|
1
|
0.15%
|
New
|
|
|
1965
|
Thomasville National Bank
Thomasville,
Georgia
|
$214K
|
+$202K
|
1
|
0.02%
|
New
|
|
|
1966
|
Boardman Bay Capital Management
New York
|
$213K
|
-$297K
|
1
|
0.34%
|
Reduced
|
|
|
1967
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$212K
|
-$10K
|
1
|
0.08%
|
Reduced
|
|
|
1968
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$212K
|
-$23.7K
|
1
|
0.02%
|
Reduced
|
|
|
1969
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$212K
|
+$200K
|
1
|
0.1%
|
New
|
|
|
1970
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$211K
|
+$200K
|
1
|
0.13%
|
New
|
|
|
1971
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$211K
|
+$1.49K
|
1
|
0.02%
|
Increased
|
|
|
1972
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$210K
|
-$546K
|
1
|
0.32%
|
Reduced
|
|
|
1973
|
Bogart Wealth LLC
Mclean,
Virginia
|
$209K
|
+$2.03K
|
1
|
0.02%
|
Increased
|
|
|
1974
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$209K
|
+$197K
|
1
|
0.02%
|
New
|
|
|
1975
|
SFMG Wealth Advisors
Plano,
Texas
|
$209K
|
+$197K
|
1
|
0.02%
|
New
|
|