|
1951
|
Lucas Capital Management
Red Bank,
New Jersey
|
$36K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1952
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$36K
|
-$25K
|
3
|
0.25%
|
Reduced
|
|
|
1953
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$33K
|
-$8.71K
|
1
|
0.01%
|
Reduced
|
|
|
1954
|
Wealthcare Capital Management
Richmond,
Virginia
|
$33K
|
-$15.2K
|
3
|
0%
|
Reduced
|
|
|
1955
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$31K
|
+$176
|
2
|
0.02%
|
Increased
|
|
|
1956
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$31K
|
-$25.1K
|
2
|
0.02%
|
Reduced
|
|
|
1957
|
Sophrosyne Capital
New York
|
$30K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1958
|
TD Capital Management
Memphis,
Tennessee
|
$30K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1959
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$28K
|
-$56K
|
2
|
0.03%
|
Reduced
|
|
|
1960
|
Lenox Wealth Advisors
New York
|
$28K
|
+$2.94K
|
2
|
0.01%
|
Increased
|
|
|
1961
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$27K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1962
|
Raffa Wealth Management
Washington,
District of Columbia
|
$26.8K
|
+$3.49K
|
9
|
0.02%
|
Increased
|
|
|
1963
|
Keel Point
Huntsville,
Alabama
|
$26K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1964
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$25K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1965
|
Nelson Capital Management
Menlo Park,
California
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1966
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$24K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1967
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$23K
|
-$17.3K
|
1
|
0%
|
Reduced
|
|
|
1968
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1969
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$21K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1970
|
SRH Advisors
Salina,
Kansas
|
$21K
|
+$1.37K
|
2
|
0.12%
|
Increased
|
|
|
1971
|
Sterling Global Strategies
Carlsbad,
California
|
$21K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1972
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1973
|
Lagoda Investment Management
New York
|
$19K
|
-$4.77K
|
1
|
0.01%
|
Reduced
|
|
|
1974
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1975
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$17K
|
-$405K
|
1
|
0%
|
Reduced
|
|