|
1951
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$208K
|
+$194K
|
1
|
0.1%
|
New
|
|
|
1952
|
Your Advocates Ltd
Houston,
Texas
|
$208K
|
$0
|
4
|
0.15%
|
Maintained
|
|
|
1953
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$206K
|
+$192K
|
1
|
0.07%
|
New
|
|
|
1954
|
|
$205K
|
+$192K
|
1
|
0.02%
|
New
|
|
|
1955
|
Clarity Financial
Houston,
Texas
|
$205K
|
+$190K
|
1
|
0.04%
|
New
|
|
|
1956
|
Jacobs & Co
San Francisco,
California
|
$205K
|
+$193K
|
1
|
0.03%
|
New
|
|
|
1957
|
SG3 Management
Dorado,
Puerto Rico
|
$205K
|
-$5.89M
|
1
|
0.01%
|
Reduced
|
|
|
1958
|
Bray Capital Advisors
Naples,
Florida
|
$204K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1959
|
Field & Main Bank
Henderson,
Kentucky
|
$204K
|
+$739
|
1
|
0.15%
|
Increased
|
|
|
1960
|
Northeast Investment Management
Boston,
Massachusetts
|
$204K
|
+$190K
|
1
|
0.01%
|
New
|
|
|
1961
|
RiverGlades Family Offices
Naples,
Florida
|
$204K
|
-$36.5K
|
1
|
0.17%
|
Reduced
|
|
|
1962
|
CX Institutional
Auburn,
Indiana
|
$203K
|
+$80.6K
|
4
|
0.02%
|
Increased
|
|
|
1963
|
Hayden Royal
Charlotte,
North Carolina
|
$203K
|
+$193K
|
1
|
0.12%
|
New
|
|
|
1964
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$203K
|
+$189K
|
1
|
0.02%
|
New
|
|
|
1965
|
BOK Financial Private Wealth
Denver,
Colorado
|
$202K
|
+$188K
|
1
|
0.02%
|
New
|
|
|
1966
|
HUB Investment Partners
Austin,
Texas
|
$202K
|
+$91.2K
|
1
|
0.06%
|
Increased
|
|
|
1967
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$202K
|
+$192K
|
1
|
0.02%
|
New
|
|
|
1968
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$201K
|
+$174K
|
1
|
0.04%
|
New
|
|
|
1969
|
CNB Bank
Clearfield,
Pennsylvania
|
$200K
|
+$14.8K
|
2
|
0.14%
|
Increased
|
|
|
1970
|
Janiczek Wealth Management
Denver,
Colorado
|
$200K
|
+$10.9K
|
5
|
0.08%
|
Increased
|
|
|
1971
|
Cozad Asset Management
Champaign,
Illinois
|
$198K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1972
|
Barrett Asset Management
New York
|
$196K
|
-$509K
|
1
|
0.01%
|
Reduced
|
|
|
1973
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$195K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1974
|
Dimension Capital Management
Coral Gables,
Florida
|
$193K
|
+$184K
|
1
|
0.05%
|
New
|
|
|
1975
|
SCP Investment
Orinda,
California
|
$191K
|
-$167K
|
2
|
0.06%
|
Reduced
|
|