|
1926
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$215K
|
+$204K
|
1
|
0.11%
|
New
|
|
|
1927
|
Soltis Investment Advisors
St. George,
Utah
|
$215K
|
+$200K
|
1
|
0.04%
|
New
|
|
|
1928
|
Telos Capital Management
San Diego,
California
|
$215K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
1929
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$215K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1930
|
WrapManager Inc
Mill Valley,
California
|
$215K
|
+$200K
|
1
|
0.06%
|
New
|
|
|
1931
|
Coe Capital Management
Highland Park,
Illinois
|
$214K
|
-$70.6K
|
1
|
0.21%
|
Reduced
|
|
|
1932
|
First City Capital Management
Savannah,
Georgia
|
$214K
|
+$189K
|
1
|
0.12%
|
New
|
|
|
1933
|
|
$214K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1934
|
WP Advisors
San Francisco,
California
|
$214K
|
+$199K
|
1
|
0.09%
|
New
|
|
|
1935
|
Bienville Capital Management
New York
|
$213K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1936
|
FC Advisory
West Chester,
Pennsylvania
|
$213K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1937
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$213K
|
+$198K
|
1
|
0.03%
|
New
|
|
|
1938
|
Rice Partnership
Honolulu,
Hawaii
|
$213K
|
-$118K
|
1
|
0.08%
|
Reduced
|
|
|
1939
|
Westshore Wealth
Newport Beach,
California
|
$213K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
1940
|
Bay Colony Advisors
Concord,
Massachusetts
|
$212K
|
+$197K
|
1
|
0.08%
|
New
|
|
|
1941
|
Firestone Capital Management
Coral Gables,
Florida
|
$212K
|
-$64.6K
|
4
|
0.08%
|
Reduced
|
|
|
1942
|
Magnus Financial Group
New York
|
$212K
|
-$202K
|
1
|
0.05%
|
Reduced
|
|
|
1943
|
Salem Capital Management
Woburn,
Massachusetts
|
$212K
|
+$197K
|
1
|
0.13%
|
New
|
|
|
1944
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$211K
|
$0
|
4
|
0.17%
|
Maintained
|
|
|
1945
|
KWB Wealth
Redlands,
California
|
$211K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1946
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$211K
|
-$170K
|
3
|
0.02%
|
Reduced
|
|
|
1947
|
Winfield Associates
Cleveland,
Ohio
|
$211K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1948
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$210K
|
+$168K
|
3
|
0.15%
|
Increased
|
|
|
1949
|
Howland Capital Management
Boston,
Massachusetts
|
$209K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1950
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$208K
|
+$205K
|
1
|
0.12%
|
New
|
|