|
1951
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$258K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1952
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$257K
|
-$71.9K
|
1
|
0.05%
|
Reduced
|
|
|
1953
|
|
$257K
|
-$18K
|
4
|
0.1%
|
Reduced
|
|
|
1954
|
Trillium Asset Management
Boston,
Massachusetts
|
$256K
|
-$26.8K
|
1
|
0.01%
|
Reduced
|
|
|
1955
|
GQG Partners
Ft. Lauderdale,
Florida
|
$255K
|
+$264K
|
1
|
0%
|
New
|
|
|
1956
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$254K
|
-$21.1K
|
1
|
0.1%
|
Reduced
|
|
|
1957
|
|
$254K
|
+$2.65K
|
1
|
0.06%
|
Increased
|
|
|
1958
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$251K
|
-$190K
|
1
|
0.11%
|
Reduced
|
|
|
1959
|
Firestone Capital Management
Coral Gables,
Florida
|
$251K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
1960
|
State of Wyoming
Cheyenne,
Wyoming
|
$250K
|
+$155K
|
3
|
0.16%
|
Increased
|
|
|
1961
|
Ballentine Partners
Waltham,
Massachusetts
|
$249K
|
-$16K
|
1
|
0.01%
|
Reduced
|
|
|
1962
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$249K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1963
|
|
$249K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1964
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$247K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1965
|
Bard Financial Services
Branford,
Connecticut
|
$247K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1966
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$247K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1967
|
Bangor Savings Bank
Bangor,
Maine
|
$246K
|
-$38.5K
|
1
|
0.03%
|
Reduced
|
|
|
1968
|
|
$246K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1969
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$246K
|
-$29.2K
|
1
|
0.07%
|
Reduced
|
|
|
1970
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$245K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1971
|
WP Advisors
San Francisco,
California
|
$245K
|
-$111
|
1
|
0.1%
|
Reduced
|
|
|
1972
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$244K
|
-$210K
|
1
|
0.08%
|
Reduced
|
|
|
1973
|
Salem Capital Management
Woburn,
Massachusetts
|
$244K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1974
|
Bay Colony Advisors
Concord,
Massachusetts
|
$242K
|
-$1.39K
|
1
|
0.08%
|
Reduced
|
|
|
1975
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$242K
|
+$7.8K
|
1
|
0.02%
|
Increased
|
|