|
1951
|
Cortland Associates
St Louis,
Missouri
|
$98K
|
+$130K
|
1
|
0.02%
|
New
|
|
|
1952
|
J. Safra Asset Management
New York
|
$94K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1953
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$93K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1954
|
Sanders Morris Harris
Houston,
Texas
|
$93K
|
-$483K
|
1
|
0.03%
|
Reduced
|
|
|
1955
|
Davidson Investment Advisors
Great Falls,
Montana
|
$91K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1956
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$90K
|
+$17.6K
|
4
|
0.06%
|
Increased
|
|
|
1957
|
Bourgeon Capital Management
Darien,
Connecticut
|
$89K
|
+$119K
|
1
|
0.06%
|
New
|
|
|
1958
|
Fox Run Management
Greenwich,
Connecticut
|
$87K
|
-$107K
|
1
|
0.05%
|
Reduced
|
|
|
1959
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$87K
|
+$85.5K
|
3
|
0.04%
|
New
|
|
|
1960
|
Wynnefield Capital
New York
|
$86K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1961
|
Proficio Capital Partners
Newton,
Massachusetts
|
$84K
|
-$14.6K
|
5
|
0.05%
|
Reduced
|
|
|
1962
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$82K
|
-$409
|
3
|
0.03%
|
Reduced
|
|
|
1963
|
Klingman & Associates
New York
|
$81K
|
+$31.1K
|
4
|
0.02%
|
Increased
|
|
|
1964
|
Regal Wealth Group
Seal Beach,
California
|
$80K
|
-$26K
|
2
|
0.07%
|
Reduced
|
|
|
1965
|
British Steel Pension Fund
London,
United Kingdom
|
$79K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1966
|
Physicians Financial Services
Raleigh,
North Carolina
|
$75K
|
+$2.5K
|
2
|
0.06%
|
Increased
|
|
|
1967
|
TLP Group
Evanston,
Illinois
|
$74K
|
-$99.8K
|
1
|
0.08%
|
Reduced
|
|
|
1968
|
Trafelet Capital Management
New York
|
$73K
|
+$22.3K
|
1
|
0.06%
|
Increased
|
|
|
1969
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$68.3K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
1970
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$68K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1971
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$65.6K
|
-$2.23M
|
1
|
0.01%
|
Reduced
|
|
|
1972
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$65K
|
-$3.75M
|
1
|
0.02%
|
Reduced
|
|
|
1973
|
Telos Capital Management
San Diego,
California
|
$65K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1974
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$64K
|
+$20.5K
|
5
|
0.03%
|
Increased
|
|
|
1975
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$62K
|
$0
|
2
|
0.04%
|
Maintained
|
|