|
1951
|
Bray Capital Advisors
Naples,
Florida
|
$258K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1952
|
Carl Domino
West Palm Beach,
Florida
|
$257K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1953
|
Country Trust Bank
Bloomington,
Illinois
|
$256K
|
+$163K
|
4
|
0.01%
|
Increased
|
|
|
1954
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$256K
|
-$87.8K
|
1
|
0.01%
|
Reduced
|
|
|
1955
|
Schulhoff & Co
Cincinnati,
Ohio
|
$256K
|
+$29
|
1
|
0.16%
|
Increased
|
|
|
1956
|
WESPAC Advisors SoCal
Pasadena,
California
|
$255K
|
-$3.09K
|
3
|
0.17%
|
Reduced
|
|
|
1957
|
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
|
$255K
|
-$318K
|
1
|
0.02%
|
Reduced
|
|
|
1958
|
Xponance
Philadelphia,
Pennsylvania
|
$254K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1959
|
Ballentine Partners
Waltham,
Massachusetts
|
$249K
|
-$197K
|
1
|
0.02%
|
Reduced
|
|
|
1960
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$247K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1961
|
Norman Fields Gottscho Capital Management
New York
|
$245K
|
+$127K
|
2
|
0.16%
|
Increased
|
|
|
1962
|
RBF Capital
San Francisco,
California
|
$245K
|
-$648K
|
1
|
0.04%
|
Reduced
|
|
|
1963
|
Tiemann Investment Advisors
Menlo Park,
California
|
$244K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1964
|
Asset Dedication LLC
San Francisco,
California
|
$243K
|
+$9.01K
|
5
|
0.15%
|
Increased
|
|
|
1965
|
Crow Point Partners
Boston,
Massachusetts
|
$241K
|
+$250K
|
2
|
0.04%
|
New
|
|
|
1966
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$241K
|
-$14.6K
|
1
|
0.08%
|
Reduced
|
|
|
1967
|
Leavell Investment Management
Mobile,
Alabama
|
$239K
|
-$123K
|
1
|
0.04%
|
Reduced
|
|
|
1968
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$235K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1969
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$235K
|
+$195K
|
1
|
0.04%
|
New
|
|
|
1970
|
Univest Financial
Souderton,
Pennsylvania
|
$235K
|
-$6.56K
|
1
|
0.11%
|
Reduced
|
|
|
1971
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$234K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1972
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$234K
|
-$8.04K
|
5
|
0.19%
|
Reduced
|
|
|
1973
|
Cable Hill Partners
Portland,
Oregon
|
$233K
|
+$40.6K
|
10
|
0.17%
|
Increased
|
|
|
1974
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$229K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1975
|
Gemmer Asset Management
Walnut Creek,
California
|
$229K
|
-$1.09M
|
8
|
0.12%
|
Reduced
|
|