|
1951
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$225K
|
+$224K
|
1
|
0.16%
|
New
|
|
|
1952
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$225K
|
-$21.7K
|
1
|
0.04%
|
Reduced
|
|
|
1953
|
Investment Partners
New Philadelphia,
Ohio
|
$224K
|
-$278K
|
1
|
0.22%
|
Reduced
|
|
|
1954
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$223K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1955
|
LVW Advisors
Pittsford,
New York
|
$223K
|
-$1.67M
|
1
|
0.08%
|
Reduced
|
|
|
1956
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$223K
|
+$221K
|
1
|
0.31%
|
New
|
|
|
1957
|
Van Strum & Towne
San Francisco,
California
|
$223K
|
-$19.9K
|
1
|
0.14%
|
Reduced
|
|
|
1958
|
Avidian Wealth Enterprises
Houston,
Texas
|
$221K
|
-$57.4K
|
1
|
0.1%
|
Reduced
|
|
|
1959
|
Brookstone Capital Management
Wheaton,
Illinois
|
$220K
|
-$12K
|
1
|
0.02%
|
Reduced
|
|
|
1960
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$220K
|
-$34K
|
1
|
0.16%
|
Reduced
|
|
|
1961
|
Prospera Financial Services
Dallas,
Texas
|
$220K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1962
|
Fortis Advisors
Wayne,
Pennsylvania
|
$219K
|
+$217K
|
1
|
0.23%
|
New
|
|
|
1963
|
Lincoln Capital
Lincoln,
Nebraska
|
$219K
|
+$14.7K
|
1
|
0.16%
|
Increased
|
|
|
1964
|
Park Avenue Securities
New York
|
$219K
|
+$2.9K
|
1
|
0.11%
|
Increased
|
|
|
1965
|
Weatherstone Capital Management
Denver,
Colorado
|
$219K
|
+$229K
|
1
|
0.14%
|
New
|
|
|
1966
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$218K
|
-$574K
|
1
|
0.15%
|
Reduced
|
|
|
1967
|
Cable Hill Partners
Portland,
Oregon
|
$216K
|
-$15K
|
10
|
0.1%
|
Reduced
|
|
|
1968
|
Balentine LLC
Atlanta,
Georgia
|
$215K
|
+$34.4K
|
6
|
0.02%
|
Increased
|
|
|
1969
|
Croft-Leominster
Baltimore,
Maryland
|
$215K
|
-$368K
|
0
|
–
|
Closed
|
|
|
1970
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$214K
|
+$215K
|
1
|
0.13%
|
New
|
|
|
1971
|
One Capital Management
Westlake Village,
California
|
$214K
|
-$2.61K
|
1
|
0.07%
|
Reduced
|
|
|
1972
|
Asset Advisors Corp
Augusta,
Georgia
|
$212K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1973
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$212K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1974
|
Overbrook Management Corp
New York
|
$212K
|
-$1.53M
|
1
|
0.05%
|
Reduced
|
|
|
1975
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$211K
|
-$146K
|
1
|
0.1%
|
Reduced
|
|