|
1951
|
Tarbox Family Office
Newport Beach,
California
|
$61K
|
-$11.5K
|
4
|
0.03%
|
Reduced
|
|
|
1952
|
Creative Financial Designs
Kokomo,
Indiana
|
$58K
|
-$2.48K
|
6
|
0.04%
|
Reduced
|
|
|
1953
|
LBA Wealth Management
Jacksonville,
Florida
|
$57K
|
-$249K
|
3
|
0.03%
|
Reduced
|
|
|
1954
|
Portfolio Solutions
Royal Oak,
Michigan
|
$56K
|
+$56.5K
|
1
|
0.01%
|
New
|
|
|
1955
|
Norway Savings Bank
Portland,
Maine
|
$51K
|
+$4.64K
|
1
|
0.05%
|
Increased
|
|
|
1956
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$51K
|
+$5.63K
|
2
|
0.04%
|
Increased
|
|
|
1957
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$50K
|
-$41.2K
|
1
|
0.04%
|
Reduced
|
|
|
1958
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$50K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1959
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$46K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1960
|
Royal Fund Management
Lady Lake,
Florida
|
$45K
|
+$7.5K
|
2
|
0.02%
|
Increased
|
|
|
1961
|
Ruggie Capital Group
Tavares,
Florida
|
$45K
|
+$43.8K
|
1
|
0.03%
|
New
|
|
|
1962
|
Asset Dedication LLC
San Francisco,
California
|
$43K
|
-$53.1K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
C-J Advisory
San Jose,
California
|
$41K
|
+$1.01K
|
2
|
0.03%
|
Increased
|
|
|
1964
|
Parasol Investment Management
Westmont,
Illinois
|
$41K
|
-$119K
|
1
|
0.07%
|
Reduced
|
|
|
1965
|
CKW Financial Group
Honolulu,
Hawaii
|
$39K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1966
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$37K
|
+$127
|
1
|
0.03%
|
Increased
|
|
|
1967
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$37K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1968
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$37K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1969
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$36K
|
-$2.58K
|
2
|
0.04%
|
Reduced
|
|
|
1970
|
Herndon Capital Management
Atlanta,
Georgia
|
$34K
|
-$36.5K
|
2
|
0.01%
|
Reduced
|
|
|
1971
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$34K
|
+$7.27K
|
2
|
0.18%
|
Increased
|
|
|
1972
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$33K
|
-$57K
|
1
|
0.02%
|
Reduced
|
|
|
1973
|
Benson Investment Management Company
Roanoke,
Virginia
|
$31K
|
-$1.99M
|
1
|
0.03%
|
Reduced
|
|
|
1974
|
Grace & White Inc
Ny,
New York
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1975
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|