|
1951
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$222K
|
+$206K
|
1
|
0.02%
|
New
|
|
|
1952
|
South Street Advisors
New York
|
$222K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1953
|
Sonora Investment Management
Tucson,
Arizona
|
$221K
|
+$20.7K
|
3
|
0.04%
|
Increased
|
|
|
1954
|
Partnervest Advisory Services
Santa Barbara,
California
|
$218K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1955
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$217K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1956
|
Buckhead Capital Management
Atlanta,
Georgia
|
$216K
|
-$23.5K
|
1
|
0.05%
|
Reduced
|
|
|
1957
|
Garner Asset Management Corp
Plano,
Texas
|
$216K
|
+$5.92K
|
1
|
0.19%
|
Increased
|
|
|
1958
|
Dodge & Cox
San Francisco,
California
|
$215K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Private Vista
Chicago,
Illinois
|
$213K
|
+$18.9K
|
1
|
0.05%
|
Increased
|
|
|
1960
|
The Family Firm
Bethesda,
Maryland
|
$213K
|
+$199K
|
1
|
0.09%
|
New
|
|
|
1961
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$211K
|
-$484
|
1
|
0.19%
|
Reduced
|
|
|
1962
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$211K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1963
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$211K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1964
|
Nine Masts Capital
Central,
Hong Kong
|
$211K
|
-$2.4M
|
2
|
0.03%
|
Reduced
|
|
|
1965
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$209K
|
+$196K
|
1
|
0.12%
|
New
|
|
|
1966
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$208K
|
-$2.71K
|
4
|
0.18%
|
Reduced
|
|
|
1967
|
Vigilant Capital Management
Portland,
Maine
|
$207K
|
-$12.8K
|
1
|
0.03%
|
Reduced
|
|
|
1968
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$207K
|
+$202K
|
1
|
0.08%
|
New
|
|
|
1969
|
Gideon Capital Advisors
New York
|
$206K
|
-$330K
|
1
|
0.2%
|
Reduced
|
|
|
1970
|
Greatmark Investment Partners
Columbus,
Georgia
|
$206K
|
+$200K
|
1
|
0.08%
|
New
|
|
|
1971
|
Marietta Wealth Management
Marietta,
Georgia
|
$206K
|
-$8.22K
|
1
|
0.12%
|
Reduced
|
|
|
1972
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$206K
|
-$53.9K
|
1
|
0.04%
|
Reduced
|
|
|
1973
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$206K
|
+$200K
|
1
|
0.1%
|
New
|
|
|
1974
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$206K
|
-$8.21K
|
1
|
0.11%
|
Reduced
|
|
|
1975
|
V Wealth Advisors
Overland Park,
Kansas
|
$205K
|
-$1.51K
|
1
|
0.1%
|
Reduced
|
|