|
1951
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$230K
|
+$207K
|
1
|
0.05%
|
New
|
|
|
1952
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$229K
|
-$17.6K
|
1
|
0.1%
|
Reduced
|
|
|
1953
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$229K
|
-$3.91K
|
1
|
0.07%
|
Reduced
|
|
|
1954
|
Sunbelt Securities
Houston,
Texas
|
$226K
|
+$212K
|
1
|
0.34%
|
New
|
|
|
1955
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$225K
|
-$31.1K
|
1
|
0.14%
|
Reduced
|
|
|
1956
|
|
$225K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1957
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$225K
|
+$236K
|
1
|
0.24%
|
New
|
|
|
1958
|
Albion Financial Group
Salt Lake City,
Utah
|
$222K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1959
|
Delta Asset Management
Memphis,
Tennessee
|
$222K
|
-$8.03K
|
7
|
0.04%
|
Reduced
|
|
|
1960
|
Allworth Financial
Folsom,
California
|
$221K
|
-$44.3K
|
5
|
0.02%
|
Reduced
|
|
|
1961
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$221K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1962
|
Bristlecone Advisors
Bellevue,
Washington
|
$220K
|
+$198K
|
1
|
0.08%
|
New
|
|
|
1963
|
Hexavest
Montreal,
Quebec, Canada
|
$218K
|
-$572
|
2
|
0%
|
Reduced
|
|
|
1964
|
Whitnell & Co
Oak Brook,
Illinois
|
$218K
|
-$12.1K
|
4
|
0.1%
|
Reduced
|
|
|
1965
|
First Nebraska Trust
Lincoln,
Nebraska
|
$217K
|
-$17.1K
|
1
|
0.05%
|
Reduced
|
|
|
1966
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$217K
|
-$14.4K
|
1
|
0.16%
|
Reduced
|
|
|
1967
|
Bison Wealth
Atlanta,
Georgia
|
$217K
|
+$196K
|
1
|
0.18%
|
New
|
|
|
1968
|
Community Bank of Raymore
Raymore,
Missouri
|
$217K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1969
|
Blue Rock Advisors
Wayzata,
Minnesota
|
$216K
|
-$16.4K
|
1
|
100%
|
Reduced
|
|
|
1970
|
QCM Cayman
Houston,
Texas
|
$216K
|
-$670K
|
1
|
0.42%
|
Reduced
|
|
|
1971
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$215K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
1972
|
Atalanta Sosnoff Capital
New York
|
$213K
|
-$1.55M
|
1
|
0.01%
|
Reduced
|
|
|
1973
|
First American Trust
Santa Ana,
California
|
$213K
|
+$204K
|
1
|
0.07%
|
New
|
|
|
1974
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$213K
|
+$206K
|
2
|
0.29%
|
New
|
|
|
1975
|
Vigilant Capital Management
Portland,
Maine
|
$212K
|
-$29.1K
|
4
|
0.04%
|
Reduced
|
|