|
1951
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$202K
|
+$202K
|
1
|
0.06%
|
New
|
|
|
1952
|
Capital City Trust
Tallahassee,
Florida
|
$201K
|
-$16K
|
1
|
0.06%
|
Reduced
|
|
|
1953
|
Darwin Wealth Management
Tampa,
Florida
|
$201K
|
-$7.98K
|
1
|
0.04%
|
Reduced
|
|
|
1954
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$201K
|
+$214K
|
1
|
0.04%
|
New
|
|
|
1955
|
Kelleher Financial Advisors
New York
|
$201K
|
+$192K
|
1
|
0.13%
|
New
|
|
|
1956
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$201K
|
-$5.99K
|
1
|
0.1%
|
Reduced
|
|
|
1957
|
Delta Investment Management
San Francisco,
California
|
$200K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1958
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$200K
|
+$21.2K
|
2
|
0.11%
|
Increased
|
|
|
1959
|
Successful Portfolios
Clearwater,
Florida
|
$200K
|
-$21.9K
|
1
|
0.13%
|
Reduced
|
|
|
1960
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$198K
|
$0
|
3
|
0.09%
|
Maintained
|
|
|
1961
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$198K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1962
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$197K
|
+$188K
|
2
|
0.08%
|
New
|
|
|
1963
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$196K
|
-$7.14K
|
8
|
0.03%
|
Reduced
|
|
|
1964
|
Clearstead Trust
Portland,
Maine
|
$196K
|
-$48K
|
2
|
0.15%
|
Reduced
|
|
|
1965
|
Magellan Asset Management
Sydney,
Australia
|
$195K
|
-$39K
|
1
|
0%
|
Reduced
|
|
|
1966
|
Sterling Financial Planning
Sparta,
New Jersey
|
$195K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1967
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$192K
|
+$473
|
6
|
0.06%
|
Increased
|
|
|
1968
|
West Paces Advisors
Atlanta,
Georgia
|
$190K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
1969
|
Gemmer Asset Management
Walnut Creek,
California
|
$189K
|
-$23K
|
12
|
0.03%
|
Reduced
|
|
|
1970
|
USA Financial Formulas
Ada,
Michigan
|
$189K
|
-$817K
|
2
|
0.15%
|
Reduced
|
|
|
1971
|
McMillion Capital Management
Greensboro,
North Carolina
|
$186K
|
-$7K
|
1
|
0.11%
|
Reduced
|
|
|
1972
|
Vectors Research Management
New York
|
$183K
|
-$777K
|
2
|
0.05%
|
Reduced
|
|
|
1973
|
Level Four Financial
Dallas,
Texas
|
$178K
|
+$105K
|
1
|
0.08%
|
Increased
|
|
|
1974
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$178K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1975
|
Wolff Wiese Magana
Carslbad,
California
|
$177K
|
+$13.5K
|
7
|
0.14%
|
Increased
|
|