|
1951
|
American Research & Management Company
Marion,
Massachusetts
|
$98K
|
-$155K
|
2
|
0.03%
|
Reduced
|
|
|
1952
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$97K
|
-$11.9K
|
3
|
0.08%
|
Reduced
|
|
|
1953
|
Winthrop Partners - WNY
Buffalo,
New York
|
$94.3K
|
+$92.1K
|
2
|
0.07%
|
New
|
|
|
1954
|
Wealthcare Capital Management
Richmond,
Virginia
|
$94K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1955
|
Goelzer Investment Management
Carmel,
Indiana
|
$93K
|
+$94.5K
|
1
|
0.01%
|
New
|
|
|
1956
|
Sonora Investment Management
Tucson,
Arizona
|
$92.3K
|
+$50.4K
|
6
|
0.01%
|
Increased
|
|
|
1957
|
West Paces Advisors
Atlanta,
Georgia
|
$91.4K
|
-$10.4K
|
5
|
0.07%
|
Reduced
|
|
|
1958
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$91K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1959
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$91K
|
-$2.66M
|
1
|
0%
|
Reduced
|
|
|
1960
|
Cordasco Financial Network
Naples,
Florida
|
$88K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1961
|
Nelson Capital Management
Menlo Park,
California
|
$88K
|
-$4K
|
3
|
0.02%
|
Reduced
|
|
|
1962
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$87K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1963
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$81K
|
+$3.96K
|
1
|
0.02%
|
Increased
|
|
|
1964
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$79K
|
+$15.2K
|
2
|
0.02%
|
Increased
|
|
|
1965
|
Horan Securities
Cincinnati,
United States
|
$77K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1966
|
McIlrath & Eck
Arlington,
Washington
|
$76K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1967
|
MV Capital Management
Bethesda,
Maryland
|
$76K
|
-$8.7K
|
3
|
0.02%
|
Reduced
|
|
|
1968
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$74K
|
+$44
|
2
|
0.07%
|
Increased
|
|
|
1969
|
Wolverine Asset Management
Chicago,
Illinois
|
$72K
|
-$976K
|
1
|
0%
|
Reduced
|
|
|
1970
|
Altshuler Shaham
Tel Aviv,
Israel
|
$70K
|
+$37.2K
|
4
|
0.01%
|
Increased
|
|
|
1971
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$70K
|
+$69.2K
|
3
|
0.03%
|
New
|
|
|
1972
|
Centerpoint Advisors
Needham,
Massachusetts
|
$69K
|
+$54K
|
3
|
0.06%
|
Increased
|
|
|
1973
|
Pflug Koory
Omaha,
Nebraska
|
$69K
|
-$18.7K
|
3
|
0.06%
|
Reduced
|
|
|
1974
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$67K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1975
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$67K
|
$0
|
3
|
0.02%
|
Maintained
|
|