|
1951
|
Round Table Services
Westfield,
New Jersey
|
$795K
|
+$197K
|
1
|
0.28%
|
Increased
|
|
|
1952
|
American Asset Management
Boca Raton,
Florida
|
$792K
|
-$87.8K
|
1
|
0.49%
|
Reduced
|
|
|
1953
|
Oakworth Capital
Birmingham,
Alabama
|
$789K
|
+$31.8K
|
6
|
0.2%
|
Increased
|
|
|
1954
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$785K
|
+$36.6K
|
9
|
0.47%
|
Increased
|
|
|
1955
|
Chicago Trust
Grayslake,
Illinois
|
$784K
|
+$10.4K
|
1
|
0.33%
|
Increased
|
|
|
1956
|
Verity Asset Management
Durham,
North Carolina
|
$783K
|
+$56.3K
|
1
|
0.6%
|
Increased
|
|
|
1957
|
Cadinha & Co
Honolulu,
Hawaii
|
$781K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
1958
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$772K
|
-$10.9K
|
2
|
0.11%
|
Reduced
|
|
|
1959
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$770K
|
-$1.91K
|
1
|
0.39%
|
Reduced
|
|
|
1960
|
Benchmark Capital Advisors
New York
|
$767K
|
$0
|
1
|
0.6%
|
Maintained
|
|
|
1961
|
Park Avenue Securities
New York
|
$764K
|
-$333K
|
2
|
0.24%
|
Reduced
|
|
|
1962
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$761K
|
+$122K
|
1
|
0.6%
|
Increased
|
|
|
1963
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$760K
|
+$29.7K
|
1
|
0.08%
|
Increased
|
|
|
1964
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$757K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1965
|
Sapphire Star Partners
Redmond,
Washington
|
$757K
|
+$716K
|
1
|
0.98%
|
New
|
|
|
1966
|
Bath Savings Trust
Bath,
Maine
|
$756K
|
-$61.1K
|
1
|
0.2%
|
Reduced
|
|
|
1967
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$753K
|
+$3.13K
|
3
|
0.59%
|
Increased
|
|
|
1968
|
Fort Point Capital Partners
San Francisco,
California
|
$752K
|
-$489K
|
2
|
0.36%
|
Reduced
|
|
|
1969
|
Tiemann Investment Advisors
Menlo Park,
California
|
$749K
|
-$4.78K
|
1
|
0.63%
|
Reduced
|
|
|
1970
|
Blue Fin Capital
Warren,
Rhode Island
|
$745K
|
-$85.9K
|
1
|
0.46%
|
Reduced
|
|
|
1971
|
Montgomery Investment Management
Rockville,
Maryland
|
$745K
|
+$745K
|
1
|
0.33%
|
New
|
|
|
1972
|
Marietta Wealth Management
Marietta,
Georgia
|
$738K
|
-$6.97K
|
1
|
0.41%
|
Reduced
|
|
|
1973
|
Founders Financial Securities
Towson,
Maryland
|
$737K
|
+$220K
|
1
|
0.26%
|
Increased
|
|
|
1974
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$731K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1975
|
Allen Investment Management
New York
|
$727K
|
$0
|
1
|
0.03%
|
Maintained
|
|