|
1951
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$250K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1952
|
Strategic Wealth Partners
Independence,
Ohio
|
$250K
|
+$2.46K
|
4
|
0.13%
|
Increased
|
|
|
1953
|
Whitnell & Co
Oak Brook,
Illinois
|
$250K
|
+$117K
|
2
|
0.11%
|
Increased
|
|
|
1954
|
Salem Capital Management
Woburn,
Massachusetts
|
$249K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1955
|
CNB Bank
Clearfield,
Pennsylvania
|
$246K
|
+$67.7K
|
3
|
0.16%
|
Increased
|
|
|
1956
|
Cobblestone Capital Advisors
Rochester,
New York
|
$246K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1957
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$245K
|
+$269K
|
10
|
0.18%
|
New
|
|
|
1958
|
Ashburton (Jersey)
St Helier,
Jersey
|
$244K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1959
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$243K
|
-$8.71K
|
2
|
0.12%
|
Reduced
|
|
|
1960
|
Baystate Wealth Management
Boston,
Massachusetts
|
$243K
|
+$141K
|
4
|
0.04%
|
Increased
|
|
|
1961
|
Iowa State Bank
Urbandale,
Iowa
|
$243K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1962
|
Peregrine Asset Advisers
Portland,
Oregon
|
$242K
|
-$4.51M
|
1
|
0.32%
|
Reduced
|
|
|
1963
|
Scholtz & Company
Stamford,
Connecticut
|
$242K
|
-$1.39M
|
1
|
0.21%
|
Reduced
|
|
|
1964
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$241K
|
+$262K
|
1
|
0.12%
|
New
|
|
|
1965
|
LVZ Inc
Holland,
Michigan
|
$241K
|
+$136
|
1
|
0.07%
|
Increased
|
|
|
1966
|
Bay Colony Advisors
Concord,
Massachusetts
|
$240K
|
+$13.1K
|
1
|
0.2%
|
Increased
|
|
|
1967
|
Bray Capital Advisors
Naples,
Florida
|
$240K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1968
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$240K
|
-$110K
|
1
|
0.12%
|
Reduced
|
|
|
1969
|
Seelaus Asset Management
Chatham,
New Jersey
|
$240K
|
-$102K
|
1
|
0.26%
|
Reduced
|
|
|
1970
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$238K
|
-$13.1K
|
4
|
0.24%
|
Reduced
|
|
|
1971
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$237K
|
-$304K
|
1
|
0.03%
|
Reduced
|
|
|
1972
|
Trust Company
Manhattan,
Kansas
|
$235K
|
+$17.7K
|
1
|
0.13%
|
Increased
|
|
|
1973
|
Penn Davis McFarland
Dallas,
Texas
|
$234K
|
+$11.1K
|
1
|
0.09%
|
Increased
|
|
|
1974
|
Petrus Trust Company
Dallas,
Texas
|
$234K
|
+$84.3K
|
1
|
0.05%
|
Increased
|
|
|
1975
|
Blankinship & Foster
Solana Beach,
California
|
$233K
|
+$268K
|
1
|
0.16%
|
New
|
|