|
1951
|
Colrain Capital
Boston,
Massachusetts
|
$317K
|
-$214K
|
1
|
0.02%
|
Reduced
|
|
|
1952
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$317K
|
-$115K
|
1
|
0.32%
|
Reduced
|
|
|
1953
|
Alexandria Capital
Arlington,
Virginia
|
$316K
|
+$14.3K
|
7
|
0.14%
|
Increased
|
|
|
1954
|
Elm Advisors
Burlingame,
California
|
$314K
|
-$1.71K
|
1
|
0.3%
|
Reduced
|
|
|
1955
|
Thomasville National Bank
Thomasville,
Georgia
|
$311K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1956
|
Harvest Capital Management
Concord,
New Hampshire
|
$310K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1957
|
Brandywine Trust
Hockessin,
Delaware
|
$309K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1958
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$309K
|
+$348K
|
1
|
0.14%
|
New
|
|
|
1959
|
Hilton Capital Management
Garden City,
New York
|
$308K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1960
|
Kokusai Asset Management
Tokyo,
Japan
|
$306K
|
+$102K
|
3
|
0.45%
|
Increased
|
|
|
1961
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$305K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1962
|
Kinsight LLC
Birmingham,
Alabama
|
$303K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1963
|
New York Life Trust
New York
|
$300K
|
-$5.58K
|
2
|
1.24%
|
Reduced
|
|
|
1964
|
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
|
$298K
|
-$2.32M
|
1
|
0.03%
|
Reduced
|
|
|
1965
|
Terril Brothers
St. Louis,
Missouri
|
$298K
|
+$310K
|
1
|
0.1%
|
New
|
|
|
1966
|
Sabal Trust
St. Petersburg,
Florida
|
$297K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1967
|
Arete Wealth Advisors
Chicago,
Illinois
|
$290K
|
-$1.17K
|
1
|
0.22%
|
Reduced
|
|
|
1968
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$288K
|
+$293K
|
1
|
0.02%
|
New
|
|
|
1969
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$288K
|
-$248K
|
1
|
0.02%
|
Reduced
|
|
|
1970
|
Grey Owl Capital Management
Falls Church,
Virginia
|
$287K
|
+$285K
|
1
|
0.36%
|
New
|
|
|
1971
|
King Wealth Management Group
Naples,
Florida
|
$287K
|
+$1.27K
|
1
|
0.18%
|
Increased
|
|
|
1972
|
Reliance Trust
Atlanta,
Georgia
|
$286K
|
+$848
|
1
|
0.33%
|
Increased
|
|
|
1973
|
Crosspoint Capital Strategies
Orinda,
California
|
$284K
|
-$5.25M
|
3
|
0.21%
|
Reduced
|
|
|
1974
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$283K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1975
|
Howe & Rusling
Rochester,
New York
|
$282K
|
+$21K
|
9
|
0.07%
|
Increased
|
|