|
1951
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$263K
|
+$6.6K
|
1
|
0.13%
|
Increased
|
|
|
1952
|
Alta Capital Management
Salt Lake City,
Utah
|
$261K
|
-$176K
|
1
|
0.01%
|
Reduced
|
|
|
1953
|
Bray Capital Advisors
Naples,
Florida
|
$261K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1954
|
Northeast Investment Management
Boston,
Massachusetts
|
$261K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1955
|
XR Securities
Chicago,
Illinois
|
$261K
|
+$235K
|
1
|
0.12%
|
New
|
|
|
1956
|
Capital Planning Advisors
Roseville,
California
|
$260K
|
-$52.6K
|
1
|
0.05%
|
Reduced
|
|
|
1957
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$260K
|
-$16.8K
|
1
|
0.14%
|
Reduced
|
|
|
1958
|
Cozad Asset Management
Champaign,
Illinois
|
$260K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1959
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$259K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
1960
|
North Star Asset Management
Neenah,
Wisconsin
|
$257K
|
+$219K
|
1
|
0.01%
|
New
|
|
|
1961
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$256K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1962
|
Meridian Investment Counsel
Lafayette,
California
|
$255K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1963
|
Summit Financial
Parsippany,
New Jersey
|
$254K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
1964
|
Douglas Lane & Associates
New York
|
$254K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$254K
|
+$235K
|
1
|
0.11%
|
New
|
|
|
1966
|
Sather Financial Group
Victoria,
Texas
|
$254K
|
+$235K
|
1
|
0.03%
|
New
|
|
|
1967
|
WFA of San Diego
San Diego,
California
|
$254K
|
-$8.85K
|
1
|
0.18%
|
Reduced
|
|
|
1968
|
Karpus Investment Management
Pittsford,
New York
|
$253K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1969
|
Old North State Trust
Greensboro,
North Carolina
|
$252K
|
-$9K
|
2
|
0.22%
|
Reduced
|
|
|
1970
|
Texas Capital Bancshares
Dallas,
Texas
|
$252K
|
-$1.9K
|
1
|
0.18%
|
Reduced
|
|
|
1971
|
Firestone Capital Management
Coral Gables,
Florida
|
$251K
|
$0
|
4
|
0.08%
|
Maintained
|
|
|
1972
|
NuWave Investment Management
Parsippany,
New Jersey
|
$251K
|
-$256K
|
1
|
0.29%
|
Reduced
|
|
|
1973
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$250K
|
+$190K
|
1
|
0.1%
|
New
|
|
|
1974
|
Hendley & Co
Zanesville,
Ohio
|
$250K
|
+$5.77K
|
1
|
0.09%
|
Increased
|
|
|
1975
|
|
$249K
|
+$212K
|
1
|
0.02%
|
New
|
|