|
1951
|
TSP Capital Management Group
Summit,
New Jersey
|
$400K
|
+$436K
|
1
|
0.19%
|
New
|
|
|
1952
|
GHP Investment Advisors
Denver,
Colorado
|
$399K
|
-$30.3K
|
1
|
0.1%
|
Reduced
|
|
|
1953
|
Formidable Asset Management
Cincinnati,
Ohio
|
$398K
|
+$10.9K
|
5
|
0.25%
|
Increased
|
|
|
1954
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$397K
|
+$418K
|
1
|
0.4%
|
New
|
|
|
1955
|
Gradient Investments
Arden Hills,
Minnesota
|
$396K
|
-$12.7K
|
3
|
0.05%
|
Reduced
|
|
|
1956
|
Aureus Asset Management
Boston,
Massachusetts
|
$394K
|
-$355K
|
1
|
0.08%
|
Reduced
|
|
|
1957
|
Credential Securities
Vancouver,
|
$393K
|
+$50.6K
|
1
|
0.25%
|
Increased
|
|
|
1958
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$389K
|
-$415K
|
1
|
0.04%
|
Reduced
|
|
|
1959
|
Kanaly Trust
Houston,
Texas
|
$387K
|
-$92.6K
|
11
|
0.08%
|
Reduced
|
|
|
1960
|
Cowen Prime Advisors
New York
|
$384K
|
-$119K
|
3
|
0.15%
|
Reduced
|
|
|
1961
|
ArchPoint Investors
Coral Gables,
Florida
|
$383K
|
-$42.2K
|
2
|
0.24%
|
Reduced
|
|
|
1962
|
McDaniel Terry & Co
Austin,
Texas
|
$381K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1963
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$378K
|
-$413K
|
10
|
0.14%
|
Reduced
|
|
|
1964
|
Doheny Asset Management
Los Angeles,
California
|
$377K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1965
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$377K
|
+$109K
|
13
|
0.35%
|
Increased
|
|
|
1966
|
Bennicas & Associates
Portola Valley,
California
|
$373K
|
+$378K
|
1
|
0.31%
|
New
|
|
|
1967
|
Cypress Capital Group
Palm Beach,
Florida
|
$370K
|
-$23.6K
|
1
|
0.09%
|
Reduced
|
|
|
1968
|
Taurus Asset Management
New York
|
$370K
|
-$4.49M
|
1
|
0.07%
|
Reduced
|
|
|
1969
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$368K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1970
|
Elm Advisors
Burlingame,
California
|
$367K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1971
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$362K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1972
|
Global X Management Company
New York
|
$359K
|
+$54.8K
|
13
|
0.02%
|
Increased
|
|
|
1973
|
Lehman Financial Resources
Media,
Pennsylvania
|
$358K
|
+$12.9K
|
3
|
0.17%
|
Increased
|
|
|
1974
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$356K
|
+$42.4K
|
1
|
0.16%
|
Increased
|
|
|
1975
|
Pathstone Family Office
Englewood,
New Jersey
|
$355K
|
+$389K
|
2
|
0.6%
|
New
|
|