|
1951
|
Ironwood Investment Management
Boston,
Massachusetts
|
$370K
|
+$26
|
1
|
0.07%
|
Increased
|
|
|
1952
|
CTC Alternative Strategies
Chicago,
Illinois
|
$370K
|
-$320K
|
1
|
0.74%
|
Reduced
|
|
|
1953
|
CPWM LLC
Seattle,
Washington
|
$368K
|
+$6.02K
|
1
|
0.11%
|
Increased
|
|
|
1954
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$366K
|
-$41.8K
|
4
|
0.27%
|
Reduced
|
|
|
1955
|
Oakworth Capital
Birmingham,
Alabama
|
$365K
|
+$116K
|
5
|
0.19%
|
Increased
|
|
|
1956
|
Smith, Moore & Co
Clayton,
Missouri
|
$364K
|
+$1.65K
|
1
|
0.19%
|
Increased
|
|
|
1957
|
First Wilshire Securities Management
Pasadena,
California
|
$363K
|
+$25.8K
|
1
|
0.06%
|
Increased
|
|
|
1958
|
Cacti Asset Management
Atlanta,
Georgia
|
$362K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1959
|
Zevin Asset Management
Boston,
Massachusetts
|
$362K
|
-$248K
|
1
|
0.1%
|
Reduced
|
|
|
1960
|
|
$358K
|
-$1.55K
|
1
|
1.22%
|
Reduced
|
|
|
1961
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$356K
|
+$117K
|
1
|
0.05%
|
Increased
|
|
|
1962
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$356K
|
-$815K
|
1
|
0.06%
|
Reduced
|
|
|
1963
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$355K
|
-$4.57M
|
1
|
0.16%
|
Reduced
|
|
|
1964
|
Partnervest Advisory Services
Santa Barbara,
California
|
$351K
|
-$40.9K
|
1
|
0.17%
|
Reduced
|
|
|
1965
|
Destination Wealth Management
Walnut Creek,
California
|
$345K
|
-$532K
|
1
|
0.03%
|
Reduced
|
|
|
1966
|
EP Wealth Advisors
Torrance,
California
|
$342K
|
+$43.9K
|
2
|
0.06%
|
Increased
|
|
|
1967
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$342K
|
+$19.1K
|
1
|
0.35%
|
Increased
|
|
|
1968
|
Mid Continent Capital
Chicago,
Illinois
|
$342K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1969
|
Liberty Capital Management
Birmingham,
Michigan
|
$339K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1970
|
|
$337K
|
+$314K
|
1
|
0.47%
|
New
|
|
|
1971
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$336K
|
+$21.9K
|
1
|
0.1%
|
Increased
|
|
|
1972
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$334K
|
+$311K
|
1
|
0.03%
|
New
|
|
|
1973
|
Ensemble Capital Management
San Francisco,
California
|
$326K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1974
|
Norris Perne & French
Grand Rapids,
Michigan
|
$318K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1975
|
Check Capital Management
Costa Mesa,
California
|
$317K
|
-$445K
|
1
|
0.03%
|
Reduced
|
|