|
1951
|
McRae Capital Management
Morristown,
New Jersey
|
$70K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1952
|
Solaris Asset Management
New York
|
$67K
|
+$37.8K
|
1
|
0.04%
|
Increased
|
|
|
1953
|
John G. Ullman & Associates
Corning,
New York
|
$63K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1954
|
Nelson Capital Management
Menlo Park,
California
|
$60K
|
-$95.1K
|
2
|
0.02%
|
Reduced
|
|
|
1955
|
Financial Engines Advisors
Santa Clara,
California
|
$59K
|
-$36.4K
|
1
|
0.05%
|
Reduced
|
|
|
1956
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$57K
|
-$303K
|
2
|
0.04%
|
Reduced
|
|
|
1957
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$57K
|
+$12.1K
|
2
|
0.02%
|
Increased
|
|
|
1958
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$55K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1959
|
LBA Wealth Management
Jacksonville,
Florida
|
$55K
|
+$2.33K
|
4
|
0.04%
|
Increased
|
|
|
1960
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$52K
|
-$4.16K
|
2
|
0.03%
|
Reduced
|
|
|
1961
|
Spectrum Management Group
Indianapolis,
Indiana
|
$49K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1962
|
Fortaleza Asset Management
Chicago,
Illinois
|
$48K
|
-$496K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
Vestor Capital
Chicago,
Illinois
|
$48K
|
+$49.6K
|
1
|
0.02%
|
New
|
|
|
1964
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$47K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1965
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$45K
|
+$158
|
2
|
0.03%
|
Increased
|
|
|
1966
|
Shamrock Asset Management
Dallas,
Texas
|
$43K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1967
|
First Washington Corp
Seattle,
Washington
|
$42K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1968
|
Pathstone Family Office
Englewood,
New Jersey
|
$35K
|
+$15.6K
|
2
|
0.11%
|
Increased
|
|
|
1969
|
Bouchey Financial Group
Troy,
New York
|
$34K
|
+$11K
|
1
|
0.02%
|
Increased
|
|
|
1970
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1971
|
Lenox Wealth Advisors
New York
|
$34K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1972
|
CMT Asset Management
Chicago,
Illinois
|
$30K
|
-$527K
|
1
|
0%
|
Reduced
|
|
|
1973
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$29K
|
+$32.8K
|
4
|
0.02%
|
New
|
|
|
1974
|
CFS LLC
Oklahoma City,
Oklahoma
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1975
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|