|
1951
|
Catamount Wealth Management
Westport,
Connecticut
|
$80K
|
+$80.5K
|
1
|
0.08%
|
New
|
|
|
1952
|
Madden Advisory Services
Jacksonville,
Florida
|
$80K
|
-$21.1K
|
2
|
0.05%
|
Reduced
|
|
|
1953
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$78K
|
+$67.7K
|
2
|
0.05%
|
Increased
|
|
|
1954
|
Efficient Market Advisors
San Diego,
California
|
$72K
|
+$70.8K
|
1
|
0.02%
|
Increased
|
|
|
1955
|
Central Bank & Trust
Lexington,
Kentucky
|
$71K
|
+$21.5K
|
1
|
0.02%
|
Increased
|
|
|
1956
|
SRH Advisors
Salina,
Kansas
|
$71K
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
1957
|
First Washington Corp
Seattle,
Washington
|
$69K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1958
|
Blume Capital Management
Berkeley,
California
|
$68K
|
+$57.5K
|
2
|
0.05%
|
Increased
|
|
|
1959
|
Focused Wealth Management
Newburgh,
New York
|
$65K
|
+$16.2K
|
3
|
0.05%
|
Increased
|
|
|
1960
|
Hexavest
Montreal,
Quebec, Canada
|
$58K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1961
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$57K
|
-$38K
|
1
|
0.02%
|
Reduced
|
|
|
1962
|
Archford Capital Strategies
Swansea,
Illinois
|
$56K
|
+$1.29K
|
3
|
0.04%
|
Increased
|
|
|
1963
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$53K
|
-$5K
|
1
|
0.02%
|
Reduced
|
|
|
1964
|
Cumberland Advisors
Sarasota,
Florida
|
$52K
|
+$8.64K
|
1
|
0.03%
|
Increased
|
|
|
1965
|
Invictus RG (Singapore)
Singapore
|
$50K
|
-$470K
|
5
|
0.05%
|
Reduced
|
|
|
1966
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$45K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1967
|
First Personal Financial Services
Charlotte,
North Carolina
|
$44K
|
+$47.3K
|
3
|
0.03%
|
New
|
|
|
1968
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$41K
|
+$32.5K
|
1
|
0.03%
|
New
|
|
|
1969
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$40K
|
+$17.4K
|
2
|
0.02%
|
Increased
|
|
|
1970
|
Ruggie Capital Group
Tavares,
Florida
|
$40K
|
+$44.4K
|
2
|
0.04%
|
New
|
|
|
1971
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$32K
|
+$32.9K
|
1
|
0.02%
|
New
|
|
|
1972
|
Family Capital Trust
Peabody,
Massachusetts
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1973
|
Waverly Advisors
Birmingham,
Alabama
|
$27K
|
-$236K
|
2
|
0.01%
|
Reduced
|
|
|
1974
|
Lenox Wealth Advisors
New York
|
$23K
|
-$10.3K
|
1
|
0.01%
|
Reduced
|
|
|
1975
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$23K
|
-$10.5K
|
1
|
0.05%
|
Reduced
|
|