|
1951
|
AllSquare Wealth Management
Albany,
New York
|
$230K
|
+$11.4K
|
5
|
0.23%
|
Increased
|
|
|
1952
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$230K
|
+$201K
|
1
|
0.12%
|
New
|
|
|
1953
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$230K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1954
|
|
$228K
|
+$235K
|
1
|
0.21%
|
New
|
|
|
1955
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$227K
|
+$213K
|
1
|
0.12%
|
New
|
|
|
1956
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$227K
|
-$93.5K
|
10
|
0.11%
|
Reduced
|
|
|
1957
|
Hudock Inc
Williamsport,
Pennsylvania
|
$226K
|
-$19.5K
|
6
|
0.1%
|
Reduced
|
|
|
1958
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$226K
|
+$27K
|
8
|
0.11%
|
Increased
|
|
|
1959
|
Cable Hill Partners
Portland,
Oregon
|
$225K
|
+$9.3K
|
6
|
0.16%
|
Increased
|
|
|
1960
|
Investment Partners
New Philadelphia,
Ohio
|
$225K
|
+$211K
|
1
|
0.27%
|
New
|
|
|
1961
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$225K
|
+$225K
|
1
|
0.04%
|
New
|
|
|
1962
|
Boston Research & Management
Manchester,
Massachusetts
|
$224K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1963
|
New England Asset Management
Farmington,
Connecticut
|
$224K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1964
|
M&R Capital Management
Summit,
New Jersey
|
$223K
|
+$224K
|
1
|
0.06%
|
New
|
|
|
1965
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$223K
|
-$25.7K
|
1
|
0.07%
|
Reduced
|
|
|
1966
|
Stanford Investment Group
Mountain View,
California
|
$223K
|
+$172K
|
4
|
0.12%
|
Increased
|
|
|
1967
|
Navellier & Associates
Reno,
Nevada
|
$222K
|
-$738K
|
2
|
0.02%
|
Reduced
|
|
|
1968
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$220K
|
+$190K
|
1
|
0.03%
|
New
|
|
|
1969
|
Harvest Management
New York
|
$220K
|
-$15.3K
|
1
|
0.22%
|
Reduced
|
|
|
1970
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$220K
|
-$66.8M
|
1
|
0.45%
|
Reduced
|
|
|
1971
|
Halsey Associates
New Haven,
Connecticut
|
$219K
|
+$189K
|
1
|
0.05%
|
New
|
|
|
1972
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$219K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1973
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$218K
|
-$87.5K
|
3
|
0.08%
|
Reduced
|
|
|
1974
|
Homrich & Berg
Atlanta,
Georgia
|
$218K
|
+$219K
|
1
|
0.02%
|
New
|
|
|
1975
|
Asset Advisors Corp
Augusta,
Georgia
|
$217K
|
-$132
|
2
|
0.05%
|
Reduced
|
|