|
1951
|
Univest Financial
Souderton,
Pennsylvania
|
$387K
|
+$124K
|
1
|
0.16%
|
Increased
|
|
|
1952
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$384K
|
-$2.82K
|
7
|
0.18%
|
Reduced
|
|
|
1953
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$383K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1954
|
Avidian Wealth Enterprises
Houston,
Texas
|
$383K
|
-$6.56K
|
1
|
0.17%
|
Reduced
|
|
|
1955
|
Fayez Sarofim & Co
Houston,
Texas
|
$383K
|
+$204K
|
2
|
0%
|
Increased
|
|
|
1956
|
|
$383K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1957
|
R.M. Davis Inc
Portland,
Maine
|
$381K
|
-$47.2K
|
1
|
0.02%
|
Reduced
|
|
|
1958
|
Advisors Management Group
La Crosse,
Wisconsin
|
$380K
|
-$5.33K
|
1
|
0.26%
|
Reduced
|
|
|
1959
|
North American Management
Boston,
Massachusetts
|
$380K
|
-$540K
|
1
|
0.06%
|
Reduced
|
|
|
1960
|
PagnatoKarp Partners
Reston,
Virginia
|
$380K
|
+$372K
|
1
|
0.11%
|
New
|
|
|
1961
|
MCF Advisors
Covington,
Kentucky
|
$379K
|
+$63.1K
|
4
|
0.08%
|
Increased
|
|
|
1962
|
Financial Management Professionals
Austin,
Texas
|
$377K
|
+$5.02K
|
5
|
0.2%
|
Increased
|
|
|
1963
|
Blankinship & Foster
Solana Beach,
California
|
$376K
|
+$347K
|
1
|
0.35%
|
New
|
|
|
1964
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$376K
|
-$195K
|
1
|
0.03%
|
Reduced
|
|
|
1965
|
Millrace Asset Group
Berwyn,
Pennsylvania
|
$375K
|
+$329K
|
1
|
0.41%
|
New
|
|
|
1966
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$374K
|
-$3.9K
|
11
|
0.16%
|
Reduced
|
|
|
1967
|
Oakworth Capital
Birmingham,
Alabama
|
$372K
|
+$6.54K
|
5
|
0.12%
|
Increased
|
|
|
1968
|
Destination Wealth Management
Walnut Creek,
California
|
$370K
|
+$15.5K
|
1
|
0.03%
|
Increased
|
|
|
1969
|
Diligent Investors
Redlands,
California
|
$370K
|
+$21.1K
|
1
|
0.29%
|
Increased
|
|
|
1970
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$369K
|
-$4.12K
|
2
|
0.09%
|
Reduced
|
|
|
1971
|
BTR Capital Management
Oakland,
California
|
$368K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1972
|
Cohen Capital Management
Corte Madera,
California
|
$368K
|
-$6.26K
|
1
|
0.1%
|
Reduced
|
|
|
1973
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$368K
|
+$50.9K
|
1
|
0.18%
|
Increased
|
|
|
1974
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$362K
|
+$84.2K
|
13
|
0.3%
|
Increased
|
|
|
1975
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$361K
|
+$8.95K
|
1
|
0.04%
|
Increased
|
|