|
1951
|
V Wealth Advisors
Overland Park,
Kansas
|
$206K
|
-$3.95K
|
1
|
0.03%
|
Reduced
|
|
|
1952
|
Bellevue Asset Management
Bellevue,
Washington
|
$205K
|
-$1.91K
|
3
|
0.13%
|
Reduced
|
|
|
1953
|
Appleton Partners
Boston,
Massachusetts
|
$204K
|
-$42.4K
|
1
|
0.02%
|
Reduced
|
|
|
1954
|
Ballast Inc
Lexington,
Kentucky
|
$204K
|
+$2.97K
|
1
|
0.09%
|
Increased
|
|
|
1955
|
Investment Partners
New Philadelphia,
Ohio
|
$204K
|
-$7.36K
|
1
|
0.09%
|
Reduced
|
|
|
1956
|
|
$203K
|
+$194K
|
1
|
0.02%
|
New
|
|
|
1957
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$203K
|
+$5.3K
|
1
|
0.02%
|
Increased
|
|
|
1958
|
Element Pointe Advisors
Miami,
Florida
|
$203K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1959
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$203K
|
+$210K
|
1
|
0.31%
|
New
|
|
|
1960
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$202K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1961
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$202K
|
-$37.7K
|
1
|
0.05%
|
Reduced
|
|
|
1962
|
Kelleher Financial Advisors
New York
|
$202K
|
+$17K
|
1
|
0.09%
|
Increased
|
|
|
1963
|
MTM Investment Management
Spartanburg,
South Carolina
|
$202K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1964
|
Blue Fin Capital
Warren,
Rhode Island
|
$201K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1965
|
BOK Financial Private Wealth
Denver,
Colorado
|
$201K
|
-$2.55K
|
1
|
0.02%
|
Reduced
|
|
|
1966
|
Campbell Wealth Management
Alexandria,
Virginia
|
$201K
|
+$208K
|
1
|
0.03%
|
New
|
|
|
1967
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$201K
|
-$16.4K
|
1
|
0.03%
|
Reduced
|
|
|
1968
|
Levin Capital Strategies
New York
|
$200K
|
-$512K
|
2
|
0.02%
|
Reduced
|
|
|
1969
|
|
$199K
|
+$249K
|
1
|
0.09%
|
New
|
|
|
1970
|
Arrow Financial
Glens Falls,
New York
|
$198K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1971
|
CNB Bank
Clearfield,
Pennsylvania
|
$197K
|
-$35.3K
|
2
|
0.12%
|
Reduced
|
|
|
1972
|
First Personal Financial Services
Charlotte,
North Carolina
|
$197K
|
+$2.92K
|
3
|
0.05%
|
Increased
|
|
|
1973
|
Salient Capital Advisors
Houston,
Texas
|
$197K
|
+$197K
|
1
|
0.01%
|
New
|
|
|
1974
|
Creative Financial Designs
Kokomo,
Indiana
|
$196K
|
-$1.23K
|
5
|
0.03%
|
Reduced
|
|
|
1975
|
Magellan Asset Management
Sydney,
Australia
|
$195K
|
-$41.1K
|
1
|
0%
|
Reduced
|
|