|
1951
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$193K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
1952
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$186K
|
$0
|
6
|
0.15%
|
Maintained
|
|
|
1953
|
FolioMetrix
Omaha,
Nebraska
|
$185K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1954
|
|
$183K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1955
|
Blume Capital Management
Berkeley,
California
|
$182K
|
-$66K
|
3
|
0.13%
|
Reduced
|
|
|
1956
|
Welch Group
Birmingham,
Alabama
|
$177K
|
-$9.85K
|
1
|
0.03%
|
Reduced
|
|
|
1957
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$174K
|
-$35.8K
|
1
|
0%
|
Reduced
|
|
|
1958
|
Stanford Investment Group
Mountain View,
California
|
$173K
|
-$14.6K
|
3
|
0.14%
|
Reduced
|
|
|
1959
|
South Georgia Capital
Naperville,
Illinois
|
$172K
|
+$130K
|
2
|
0.32%
|
Increased
|
|
|
1960
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$165K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1961
|
NCM Capital Management Group
Durham,
North Carolina
|
$165K
|
$0
|
1
|
1.87%
|
Maintained
|
|
|
1962
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$160K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1963
|
Cable Hill Partners
Portland,
Oregon
|
$159K
|
-$22K
|
5
|
0.12%
|
Reduced
|
|
|
1964
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$155K
|
-$1.64K
|
3
|
0.16%
|
Reduced
|
|
|
1965
|
Gray Financial Group
Atlanta,
Georgia
|
$155K
|
+$161K
|
1
|
0.05%
|
New
|
|
|
1966
|
IberiaBank
Lafayette,
Louisiana
|
$147K
|
-$118K
|
1
|
0.07%
|
Reduced
|
|
|
1967
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$141K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1968
|
Tarbox Family Office
Newport Beach,
California
|
$139K
|
$0
|
4
|
0.12%
|
Maintained
|
|
|
1969
|
Capital Innovations
Pewaukee,
Wisconsin
|
$138K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1970
|
|
$138K
|
-$22.2K
|
1
|
0.09%
|
Reduced
|
|
|
1971
|
Financial Management Professionals
Austin,
Texas
|
$138K
|
-$41.4K
|
4
|
0.06%
|
Reduced
|
|
|
1972
|
Intersect Capital
San Ramon,
California
|
$133K
|
-$9.03K
|
6
|
0.1%
|
Reduced
|
|
|
1973
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$131K
|
+$39.4K
|
3
|
0.09%
|
Increased
|
|
|
1974
|
Capital International Inc
Los Angeles,
California
|
$129K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1975
|
Formidable Asset Management
Cincinnati,
Ohio
|
$124K
|
+$25.9K
|
3
|
0.08%
|
Increased
|
|