|
1951
|
Seven Bridges Advisors
New York
|
$117K
|
+$102K
|
1
|
0.1%
|
New
|
|
|
1952
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$114K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1953
|
Highlander Capital Management
Short Hills,
New Jersey
|
$110K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1954
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$105K
|
+$39.2K
|
2
|
0.07%
|
Increased
|
|
|
1955
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$103K
|
+$6.49K
|
1
|
0.07%
|
Increased
|
|
|
1956
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$102K
|
+$13.6K
|
1
|
0.05%
|
Increased
|
|
|
1957
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$101K
|
+$1.78K
|
4
|
0.11%
|
Increased
|
|
|
1958
|
D. Scott Neal
Lexington,
Kentucky
|
$98K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1959
|
Veritas Investment Management
London,
United Kingdom
|
$97K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1960
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$96K
|
-$13.1K
|
1
|
0.08%
|
Reduced
|
|
|
1961
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$95K
|
+$1.43K
|
1
|
0.03%
|
Increased
|
|
|
1962
|
Covey Capital Advisors
Atlanta,
Georgia
|
$94K
|
-$4.42M
|
1
|
0.1%
|
Reduced
|
|
|
1963
|
Hefty Wealth Partners
Auburn,
Indiana
|
$92K
|
+$25.1K
|
1
|
0.06%
|
Increased
|
|
|
1964
|
American Research & Management Company
Marion,
Massachusetts
|
$91K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1965
|
Baystate Wealth Management
Boston,
Massachusetts
|
$91K
|
+$8.77K
|
4
|
0.02%
|
Increased
|
|
|
1966
|
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
$90K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1967
|
MV Capital Management
Bethesda,
Maryland
|
$85K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1968
|
Lee Financial
Dallas,
Texas
|
$83K
|
+$12.1K
|
2
|
0.03%
|
Increased
|
|
|
1969
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$82K
|
-$15.7K
|
3
|
0.03%
|
Reduced
|
|
|
1970
|
Trust Company
Manhattan,
Kansas
|
$81K
|
-$33.6K
|
1
|
0.04%
|
Reduced
|
|
|
1971
|
QCI Asset Management
Pittsford,
New York
|
$78K
|
-$3.3K
|
2
|
0.01%
|
Reduced
|
|
|
1972
|
Edge Wealth Management
New York
|
$76K
|
-$6.53K
|
3
|
0.02%
|
Reduced
|
|
|
1973
|
Tarbox Family Office
Newport Beach,
California
|
$73K
|
+$6.6K
|
5
|
0.04%
|
Increased
|
|
|
1974
|
Monroe Bank & Trust
Monroe,
Michigan
|
$72K
|
-$65.4K
|
1
|
0.02%
|
Reduced
|
|
|
1975
|
Barnett & Company
Chattanooga,
Tennessee
|
$70K
|
$0
|
2
|
0.03%
|
Maintained
|
|