|
1951
|
Tarbox Family Office
Newport Beach,
California
|
$138K
|
-$106K
|
5
|
0.12%
|
Reduced
|
|
|
1952
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$136K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1953
|
Thompson Davis & Co
Richmond,
Virginia
|
$133K
|
-$536K
|
8
|
0.22%
|
Reduced
|
|
|
1954
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$131K
|
+$127K
|
1
|
0.08%
|
New
|
|
|
1955
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$128K
|
-$316K
|
3
|
0.06%
|
Reduced
|
|
|
1956
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$127K
|
+$14.2K
|
2
|
0.07%
|
Increased
|
|
|
1957
|
Reilly Financial Advisors
La Mesa,
California
|
$118K
|
+$4.73K
|
6
|
0.03%
|
Increased
|
|
|
1958
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$117K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1959
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$115K
|
+$82.6K
|
1
|
0.06%
|
Increased
|
|
|
1960
|
Private Ocean
San Rafael,
California
|
$112K
|
-$4.41K
|
3
|
0.08%
|
Reduced
|
|
|
1961
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$107K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1962
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$103K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1963
|
Formidable Asset Management
Cincinnati,
Ohio
|
$102K
|
-$910K
|
2
|
0.07%
|
Reduced
|
|
|
1964
|
Nelson Capital Management
Menlo Park,
California
|
$99K
|
-$38.6K
|
3
|
0.04%
|
Reduced
|
|
|
1965
|
McRae Capital Management
Morristown,
New Jersey
|
$94K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1966
|
TD Capital Management
Memphis,
Tennessee
|
$92K
|
-$54.9K
|
2
|
0.02%
|
Reduced
|
|
|
1967
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$89K
|
-$3.69K
|
2
|
0.06%
|
Reduced
|
|
|
1968
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$82K
|
-$33.9K
|
3
|
0.22%
|
Reduced
|
|
|
1969
|
Elite Wealth Management
Kirkland,
Washington
|
$79K
|
-$45.4K
|
5
|
0.06%
|
Reduced
|
|
|
1970
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$74K
|
+$77.4K
|
1
|
0.02%
|
New
|
|
|
1971
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$73.1K
|
-$2.37M
|
3
|
2.2%
|
Reduced
|
|
|
1972
|
ACG Wealth
Atlanta,
Georgia
|
$72K
|
+$47.1K
|
1
|
0.02%
|
New
|
|
|
1973
|
John G. Ullman & Associates
Corning,
New York
|
$71K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
Grace & White Inc
Ny,
New York
|
$70K
|
+$81K
|
1
|
0.01%
|
New
|
|
|
1975
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$64K
|
$0
|
2
|
0.03%
|
Maintained
|
|