|
1951
|
Midas Management
New York
|
$5.23M
|
-$3.38K
|
3
|
2.81%
|
Reduced
|
|
|
1952
|
Lipe & Dalton
Syracuse,
New York
|
$5.23M
|
-$103K
|
3
|
3.75%
|
Reduced
|
|
|
1953
|
Credential Securities
Vancouver,
|
$5.22M
|
+$347K
|
4
|
3.29%
|
Increased
|
|
|
1954
|
|
$5.2M
|
+$5.36M
|
1
|
5.68%
|
New
|
|
|
1955
|
Searle & Co
Greenwich,
Connecticut
|
$5.19M
|
-$39.2K
|
4
|
4.33%
|
Reduced
|
|
|
1956
|
Bath Savings Trust
Bath,
Maine
|
$5.18M
|
-$412K
|
4
|
1.77%
|
Reduced
|
|
|
1957
|
Prince Street Capital Management
New York
|
$5.16M
|
-$9.38M
|
1
|
1.85%
|
Reduced
|
|
|
1958
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.16M
|
+$5.07K
|
8
|
3.84%
|
Increased
|
|
|
1959
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.14M
|
+$5.42M
|
2
|
4.34%
|
New
|
|
|
1960
|
Kelleher Financial Advisors
New York
|
$5.09M
|
+$15.7K
|
3
|
2.91%
|
Increased
|
|
|
1961
|
Prelude Capital Management
New York
|
$5.08M
|
-$6.53M
|
6
|
0.71%
|
Reduced
|
|
|
1962
|
Somerset Trust
Somerset,
Pennsylvania
|
$5.08M
|
+$32.7K
|
3
|
3.33%
|
Increased
|
|
|
1963
|
Oakwood Capital Management
Los Angeles,
California
|
$5.06M
|
+$374K
|
2
|
1.32%
|
Increased
|
|
|
1964
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.06M
|
+$924K
|
5
|
0.52%
|
Increased
|
|
|
1965
|
Bruderman Asset Management
Locust Valley,
New York
|
$5.04M
|
+$194K
|
6
|
1.93%
|
Increased
|
|
|
1966
|
Catapult Capital Management
New York
|
$5.04M
|
-$379K
|
2
|
0.72%
|
Reduced
|
|
|
1967
|
White Pine Capital
Bloomington,
Minnesota
|
$5.04M
|
-$842K
|
4
|
2.16%
|
Reduced
|
|
|
1968
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.04M
|
-$30.1K
|
2
|
3.02%
|
Reduced
|
|
|
1969
|
American Money Management
Rancho Santa Fe,
California
|
$5.02M
|
+$120K
|
3
|
4.24%
|
Increased
|
|
|
1970
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5M
|
-$122K
|
9
|
1.8%
|
Reduced
|
|
|
1971
|
Adams Asset Advisors
Dallas,
Texas
|
$5M
|
+$1.67M
|
3
|
0.93%
|
Increased
|
|
|
1972
|
Small Cap Value Fund
Dallas,
Texas
|
$5M
|
+$5.19M
|
3
|
0.93%
|
New
|
|
|
1973
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.99M
|
+$1.21M
|
4
|
1.7%
|
Increased
|
|
|
1974
|
Origin Asset Management
London,
United Kingdom
|
$4.98M
|
$0
|
1
|
0.36%
|
Maintained
|
|
|
1975
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4.97M
|
+$304K
|
9
|
3.55%
|
Increased
|
|