|
1951
|
SRH Advisors
Salina,
Kansas
|
$64K
|
$0
|
2
|
0.42%
|
Maintained
|
|
|
1952
|
First Washington Corp
Seattle,
Washington
|
$62K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1953
|
First Personal Financial Services
Charlotte,
North Carolina
|
$61K
|
+$18.1K
|
3
|
0.04%
|
Increased
|
|
|
1954
|
Thompson Davis & Co
Richmond,
Virginia
|
$61K
|
-$32.8K
|
5
|
0.07%
|
Reduced
|
|
|
1955
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$58K
|
+$59.2K
|
2
|
0.04%
|
New
|
|
|
1956
|
Cumberland Advisors
Sarasota,
Florida
|
$57K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1957
|
Hexavest
Montreal,
Quebec, Canada
|
$57K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1958
|
Focused Wealth Management
Newburgh,
New York
|
$55K
|
-$6.6K
|
3
|
0.03%
|
Reduced
|
|
|
1959
|
Central Bank & Trust
Lexington,
Kentucky
|
$54K
|
-$9.84K
|
2
|
0.02%
|
Reduced
|
|
|
1960
|
Americafirst Capital Management
Roseville,
California
|
$53.6K
|
-$1.54M
|
1
|
0.03%
|
Reduced
|
|
|
1961
|
Panthera Investment
Frankfurt,
Germany
|
$50K
|
+$51.7K
|
1
|
0.01%
|
New
|
|
|
1962
|
Trust Asset Management
Houston,
Texas
|
$49K
|
-$604K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$42K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1964
|
Winch Advisory Services
Appleton,
Wisconsin
|
$39K
|
+$40.9K
|
2
|
0.02%
|
New
|
|
|
1965
|
Blume Capital Management
Berkeley,
California
|
$33K
|
-$31K
|
2
|
0.02%
|
Reduced
|
|
|
1966
|
Mariner Wealth Advisors (NYC)
Overland Park,
Kansas
|
$32K
|
+$33.5K
|
5
|
0.02%
|
New
|
|
|
1967
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$27K
|
-$10.3K
|
2
|
0.01%
|
Reduced
|
|
|
1968
|
Family Capital Trust
Peabody,
Massachusetts
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1969
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21.4K
|
-$1.56M
|
1
|
0%
|
Reduced
|
|
|
1970
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$21K
|
+$21.7K
|
2
|
0.06%
|
New
|
|
|
1971
|
Private Ocean
San Rafael,
California
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1972
|
TD Capital Management
Memphis,
Tennessee
|
$21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
Lenox Wealth Advisors
New York
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
Financial Advantage
Columbia,
Maryland
|
$19K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1975
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$18K
|
$0
|
2
|
0.02%
|
Maintained
|
|