|
1951
|
Connective Capital Management
Palo Alto,
California
|
$250K
|
+$505K
|
1
|
0.21%
|
New
|
|
|
1952
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$249K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1953
|
Financial Council
Towson,
Maryland
|
$249K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1954
|
Hara Capital
Bellevue,
Washington
|
$248K
|
+$228K
|
1
|
0.17%
|
New
|
|
|
1955
|
IMPACTfolio
Denver,
Colorado
|
$248K
|
+$9.02K
|
1
|
0.16%
|
Increased
|
|
|
1956
|
Greylin Investment Management
Orange,
Virginia
|
$247K
|
-$7.36K
|
1
|
0.04%
|
Reduced
|
|
|
1957
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$245K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1958
|
Institute for Wealth Management
Denver,
Colorado
|
$245K
|
+$283K
|
1
|
0.04%
|
New
|
|
|
1959
|
Tidemark
San Diego,
California
|
$245K
|
+$220K
|
4
|
0.15%
|
New
|
|
|
1960
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$245K
|
+$236K
|
1
|
0.13%
|
New
|
|
|
1961
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$245K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1962
|
River Street Advisors
Aurora,
Illinois
|
$243K
|
+$15.4K
|
1
|
0.19%
|
Increased
|
|
|
1963
|
Searle & Co
Greenwich,
Connecticut
|
$243K
|
+$223K
|
1
|
0.07%
|
New
|
|
|
1964
|
First County Bank
Stamford,
Connecticut
|
$243K
|
-$13.9K
|
1
|
0.12%
|
Reduced
|
|
|
1965
|
Beaton Management Company
Haverhill,
Massachusetts
|
$242K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1966
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$242K
|
-$204K
|
1
|
0.04%
|
Reduced
|
|
|
1967
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$241K
|
+$16K
|
1
|
0.07%
|
Increased
|
|
|
1968
|
Montecito Bank & Trust
Santa Barbara,
California
|
$240K
|
-$33.1K
|
1
|
0.05%
|
Reduced
|
|
|
1969
|
Bowman & Company
Oshkosh,
Wisconsin
|
$240K
|
-$19.4K
|
1
|
0.17%
|
Reduced
|
|
|
1970
|
Mayo Clinic
Rochester,
Minnesota
|
$239K
|
$0
|
1
|
1.48%
|
Maintained
|
|
|
1971
|
Caldwell Sutter Capital
Sausalito,
California
|
$239K
|
+$6.73K
|
6
|
0.12%
|
Increased
|
|
|
1972
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$238K
|
-$22.2K
|
1
|
0.16%
|
Reduced
|
|
|
1973
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$237K
|
+$256K
|
1
|
0.03%
|
New
|
|
|
1974
|
|
$237K
|
-$58.7K
|
2
|
0.04%
|
Reduced
|
|
|
1975
|
Safeguard Investment Advisory Group
Corona,
California
|
$237K
|
+$2K
|
1
|
0.09%
|
Increased
|
|