|
1951
|
One Capital Management
Westlake Village,
California
|
$261K
|
-$92.5K
|
1
|
0.04%
|
Reduced
|
|
|
1952
|
World Investment Advisors
Santa Barbara,
California
|
$261K
|
-$3.79K
|
1
|
0.12%
|
Reduced
|
|
|
1953
|
Princeton Capital Management
Red Bank,
New Jersey
|
$259K
|
-$4.23K
|
4
|
0.13%
|
Reduced
|
|
|
1954
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$259K
|
-$1.56K
|
1
|
0.01%
|
Reduced
|
|
|
1955
|
Tiemann Investment Advisors
Menlo Park,
California
|
$259K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1956
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$258K
|
-$6.66K
|
1
|
0.03%
|
Reduced
|
|
|
1957
|
F&V Capital Management
Boca Raton,
Florida
|
$257K
|
+$270K
|
1
|
0.15%
|
New
|
|
|
1958
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$254K
|
-$624K
|
1
|
0.11%
|
Reduced
|
|
|
1959
|
Moseley Investment Management
Bradenton,
Florida
|
$253K
|
-$403K
|
1
|
0.24%
|
Reduced
|
|
|
1960
|
TFG Advisers
Auburn Hills,
Michigan
|
$253K
|
+$747
|
1
|
0.17%
|
Increased
|
|
|
1961
|
Trillium Asset Management
Boston,
Massachusetts
|
$253K
|
+$1.12K
|
1
|
0.01%
|
Increased
|
|
|
1962
|
Autus Asset Management
Scottsdale,
Arizona
|
$251K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1963
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$250K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1964
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$250K
|
-$1.31K
|
1
|
0.09%
|
Reduced
|
|
|
1965
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$250K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1966
|
Penn Davis McFarland
Dallas,
Texas
|
$250K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1967
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$250K
|
+$255K
|
1
|
0.08%
|
New
|
|
|
1968
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$248K
|
+$32.4K
|
3
|
0.06%
|
Increased
|
|
|
1969
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$248K
|
+$242K
|
3
|
0.82%
|
New
|
|
|
1970
|
Sprott Inc
Toronto,
Ontario, Canada
|
$248K
|
+$17.6K
|
1
|
0.06%
|
Increased
|
|
|
1971
|
|
$246K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1972
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$246K
|
-$24.1K
|
1
|
0.03%
|
Reduced
|
|
|
1973
|
Spinnaker Trust
Portland,
Maine
|
$246K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1974
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$244K
|
-$320K
|
4
|
0.19%
|
Reduced
|
|
|
1975
|
|
$244K
|
+$16.1K
|
1
|
0.54%
|
Increased
|
|