|
1951
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$260K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1952
|
Bogart Wealth LLC
Mclean,
Virginia
|
$260K
|
$0
|
3
|
0.13%
|
Maintained
|
|
|
1953
|
CAZ Investments
Houston,
Texas
|
$260K
|
$0
|
1
|
1.01%
|
Maintained
|
|
|
1954
|
Joel Isaacson & Co
New York
|
$260K
|
-$98K
|
1
|
0.04%
|
Reduced
|
|
|
1955
|
Mission Wealth Management
Santa Barbara,
California
|
$260K
|
-$4.66K
|
1
|
0.03%
|
Reduced
|
|
|
1956
|
Cabot Wealth Management
Salem,
Massachusetts
|
$258K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1957
|
Douglas Lane & Associates
New York
|
$257K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1958
|
WMS Partners
Towson,
Maryland
|
$255K
|
+$242K
|
1
|
0.06%
|
New
|
|
|
1959
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$254K
|
+$54.5K
|
8
|
0.09%
|
Increased
|
|
|
1960
|
Quest Capital Management
Dallas,
Texas
|
$254K
|
+$240K
|
1
|
0.06%
|
New
|
|
|
1961
|
Hilton Capital Management
Garden City,
New York
|
$253K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1962
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$253K
|
+$490
|
1
|
0.04%
|
Increased
|
|
|
1963
|
Smith Group Asset Management
Dallas,
Texas
|
$253K
|
-$786K
|
2
|
0.01%
|
Reduced
|
|
|
1964
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$252K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1965
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$252K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1966
|
Ausdal Financial Partners
Davenport,
Iowa
|
$251K
|
-$15.6K
|
1
|
0.1%
|
Reduced
|
|
|
1967
|
Bay Colony Advisors
Concord,
Massachusetts
|
$251K
|
+$13.8K
|
1
|
0.17%
|
Increased
|
|
|
1968
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$251K
|
+$784
|
1
|
0.06%
|
Increased
|
|
|
1969
|
Cortland Associates
St Louis,
Missouri
|
$251K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1970
|
Financial Management Professionals
Austin,
Texas
|
$251K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1971
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$249K
|
+$69.3K
|
3
|
0.17%
|
Increased
|
|
|
1972
|
WealthSource Partners
San Luis Obispo,
California
|
$248K
|
+$235K
|
1
|
0.06%
|
New
|
|
|
1973
|
Brave Asset Management
Summit,
New Jersey
|
$246K
|
+$235K
|
1
|
0.14%
|
New
|
|
|
1974
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$246K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1975
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$246K
|
+$23.8K
|
3
|
0.12%
|
Increased
|
|