|
1951
|
Northside Capital Management
Hood River,
Oregon
|
$223K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1952
|
PDS Planning
Dublin,
Ohio
|
$222K
|
-$31.3K
|
1
|
0.04%
|
Reduced
|
|
|
1953
|
Brown Advisory Securities
Baltimore,
Maryland
|
$221K
|
-$200K
|
1
|
0.09%
|
Reduced
|
|
|
1954
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$221K
|
+$31.4K
|
1
|
0.02%
|
Increased
|
|
|
1955
|
Eagle Strategies
New York
|
$221K
|
+$210K
|
1
|
0.09%
|
New
|
|
|
1956
|
Vise Technologies
New York
|
$220K
|
+$209K
|
1
|
0.06%
|
New
|
|
|
1957
|
C2C Wealth Management
Scottsdale,
Arizona
|
$217K
|
+$230K
|
1
|
0.03%
|
New
|
|
|
1958
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$217K
|
-$262
|
1
|
0.02%
|
Reduced
|
|
|
1959
|
Good Life Advisors
Reading,
Pennsylvania
|
$215K
|
-$20.6K
|
1
|
0.03%
|
Reduced
|
|
|
1960
|
Magnus Financial Group
New York
|
$215K
|
-$13K
|
1
|
0.04%
|
Reduced
|
|
|
1961
|
Barrett Asset Management
New York
|
$214K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1962
|
Lion Street Advisors
Austin,
Texas
|
$214K
|
+$203K
|
1
|
0.1%
|
New
|
|
|
1963
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$214K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1964
|
Harvest Fund Management
Beijing,
China
|
$212K
|
-$395K
|
2
|
0.04%
|
Reduced
|
|
|
1965
|
Citizens Business Bank
Ontario,
California
|
$211K
|
+$203K
|
1
|
0.03%
|
New
|
|
|
1966
|
Van Strum & Towne
San Francisco,
California
|
$211K
|
-$16.6K
|
1
|
0.08%
|
Reduced
|
|
|
1967
|
Shoker Investment Counsel
Oxford,
Ohio
|
$210K
|
+$200K
|
1
|
0.1%
|
New
|
|
|
1968
|
Whalerock Point Partners
Providence,
Rhode Island
|
$209K
|
-$7.56K
|
1
|
0.07%
|
Reduced
|
|
|
1969
|
Trust Asset Management
Houston,
Texas
|
$209K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1970
|
DCF Advisers
Greenwich,
Connecticut
|
$208K
|
-$4.68K
|
1
|
0.08%
|
Reduced
|
|
|
1971
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$207K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1972
|
New Potomac Partners
Bethesda,
Maryland
|
$207K
|
-$58.3K
|
1
|
0.13%
|
Reduced
|
|
|
1973
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$207K
|
-$10.2K
|
1
|
0.14%
|
Reduced
|
|
|
1974
|
Essex LLC
Deer Park,
Illinois
|
$206K
|
+$195K
|
1
|
0.06%
|
New
|
|
|
1975
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$205K
|
+$28.7K
|
2
|
0.05%
|
Increased
|
|