|
1951
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$213K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1952
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$212K
|
+$220K
|
1
|
0.08%
|
New
|
|
|
1953
|
LexAurum Advisors
Overland Park,
Kansas
|
$212K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1954
|
Alpine Woods Capital Investors
Purchase,
New York
|
$211K
|
-$335K
|
1
|
0.05%
|
Reduced
|
|
|
1955
|
Douglas Lane & Associates
New York
|
$211K
|
-$81.6K
|
1
|
0.01%
|
Reduced
|
|
|
1956
|
RNC Capital Management
Los Angeles,
California
|
$211K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1957
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$210K
|
+$500
|
1
|
0.04%
|
Increased
|
|
|
1958
|
Proficio Capital Partners
Newton,
Massachusetts
|
$210K
|
-$383
|
11
|
0.09%
|
Reduced
|
|
|
1959
|
Chilton Capital Management
Houston,
Texas
|
$209K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1960
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$209K
|
-$7.73K
|
1
|
0.14%
|
Reduced
|
|
|
1961
|
Freestone Capital Holdings
Seattle,
Washington
|
$209K
|
+$214K
|
1
|
0.01%
|
New
|
|
|
1962
|
Kingfisher Capital
Charlotte,
North Carolina
|
$209K
|
+$1.24K
|
1
|
0.15%
|
Increased
|
|
|
1963
|
Salem Capital Management
Woburn,
Massachusetts
|
$209K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1964
|
Howard Financial Services
Dallas,
Texas
|
$208K
|
+$216K
|
1
|
0.16%
|
New
|
|
|
1965
|
Manchester Financial
Westlake Village,
California
|
$207K
|
+$227K
|
1
|
0.11%
|
New
|
|
|
1966
|
Stewart & Patten Company
Lafayette,
California
|
$207K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1967
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$207K
|
+$212K
|
1
|
0.03%
|
New
|
|
|
1968
|
Boston Research & Management
Manchester,
Massachusetts
|
$206K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1969
|
Cortland Associates
St Louis,
Missouri
|
$206K
|
+$13.2K
|
1
|
0.04%
|
Increased
|
|
|
1970
|
Perigon Wealth Management
San Francisco,
California
|
$206K
|
+$218K
|
1
|
0.05%
|
New
|
|
|
1971
|
R.M. Davis Inc
Portland,
Maine
|
$206K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1972
|
Telemus Capital
Southfield,
Michigan
|
$205K
|
+$212K
|
1
|
0.02%
|
New
|
|
|
1973
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$204K
|
-$227K
|
3
|
0.11%
|
Reduced
|
|
|
1974
|
Compton Capital Management
Providence,
Rhode Island
|
$204K
|
-$10.1K
|
1
|
0.1%
|
Reduced
|
|
|
1975
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$204K
|
-$10.9K
|
1
|
0.11%
|
Reduced
|
|