|
1951
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$210K
|
-$25.7K
|
1
|
0.03%
|
Reduced
|
|
|
1952
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$209K
|
+$6.25K
|
1
|
0.01%
|
Increased
|
|
|
1953
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$209K
|
-$354K
|
1
|
0.01%
|
Reduced
|
|
|
1954
|
Rice Partnership
Honolulu,
Hawaii
|
$209K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1955
|
West Family Investments
Carlsbad,
California
|
$209K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1956
|
Beaton Management Company
Haverhill,
Massachusetts
|
$207K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1957
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$207K
|
-$352K
|
1
|
0.08%
|
Reduced
|
|
|
1958
|
First National Trust
Hermitage,
Pennsylvania
|
$207K
|
-$7.3K
|
1
|
0.01%
|
Reduced
|
|
|
1959
|
West Oak Capital
Westlake Village,
California
|
$207K
|
-$8.6K
|
2
|
0.11%
|
Reduced
|
|
|
1960
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$206K
|
+$206K
|
1
|
0.1%
|
New
|
|
|
1961
|
VeraBank
Henderson,
Texas
|
$206K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1962
|
Park National Corp
Newark,
Ohio
|
$205K
|
-$40.2K
|
1
|
0.01%
|
Reduced
|
|
|
1963
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$205K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1964
|
Opal Wealth Advisors
Jericho,
New York
|
$204K
|
+$7.7K
|
1
|
0.15%
|
Increased
|
|
|
1965
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$203K
|
+$204K
|
1
|
0.21%
|
New
|
|
|
1966
|
Cable Hill Partners
Portland,
Oregon
|
$202K
|
-$54.3K
|
1
|
0.04%
|
Reduced
|
|
|
1967
|
Congress Park Capital
Saratoga Springs,
New York
|
$202K
|
-$60K
|
1
|
0.12%
|
Reduced
|
|
|
1968
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$202K
|
-$37.1K
|
5
|
0.02%
|
Reduced
|
|
|
1969
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$201K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1970
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$198K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1971
|
Creative Financial Designs
Kokomo,
Indiana
|
$197K
|
+$22.4K
|
5
|
0.03%
|
Increased
|
|
|
1972
|
Evermay Wealth Management
Arlington,
Virginia
|
$197K
|
-$3K
|
2
|
0.04%
|
Reduced
|
|
|
1973
|
Clearstead Trust
Portland,
Maine
|
$196K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1974
|
Founders Fund V Management
San Francisco,
California
|
$196K
|
$0
|
1
|
4.98%
|
Maintained
|
|
|
1975
|
Sandy Spring Bank
Olney,
Maryland
|
$196K
|
-$58K
|
5
|
0.01%
|
Reduced
|
|