|
1951
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$378K
|
-$153K
|
1
|
0.09%
|
Reduced
|
|
|
1952
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$378K
|
-$19.8K
|
12
|
0.14%
|
Reduced
|
|
|
1953
|
TLP Group
Evanston,
Illinois
|
$374K
|
-$889K
|
6
|
0.23%
|
Reduced
|
|
|
1954
|
Raffa Wealth Management
Washington,
District of Columbia
|
$374K
|
+$3.63K
|
6
|
0.15%
|
Increased
|
|
|
1955
|
Point72 Hong Kong
Hong Kong
|
$373K
|
-$3.11K
|
9
|
0.26%
|
Reduced
|
|
|
1956
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$373K
|
+$340K
|
2
|
0.05%
|
Increased
|
|
|
1957
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$372K
|
+$3.48M
|
1
|
0.12%
|
Increased
|
|
|
1958
|
Cognios Capital
Leawood,
Kansas
|
$371K
|
+$146K
|
2
|
0.15%
|
Increased
|
|
|
1959
|
Stableford Capital II
Scottsdale,
Arizona
|
$371K
|
+$30.4K
|
1
|
0.27%
|
Increased
|
|
|
1960
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$370K
|
-$128K
|
1
|
0.09%
|
Reduced
|
|
|
1961
|
Ken Stern & Associates
San Diego,
California
|
$370K
|
-$6.24K
|
1
|
0.16%
|
Reduced
|
|
|
1962
|
Investment Partners
New Philadelphia,
Ohio
|
$368K
|
-$6.15K
|
1
|
0.32%
|
Reduced
|
|
|
1963
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$367K
|
-$5.62M
|
4
|
0.06%
|
Reduced
|
|
|
1964
|
|
$366K
|
-$62.8K
|
1
|
0.17%
|
Reduced
|
|
|
1965
|
Blue Fin Capital
Warren,
Rhode Island
|
$362K
|
-$75K
|
1
|
0.22%
|
Reduced
|
|
|
1966
|
West Paces Advisors
Atlanta,
Georgia
|
$362K
|
+$9.89K
|
5
|
0.27%
|
Increased
|
|
|
1967
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$359K
|
+$32.7K
|
1
|
0.35%
|
Increased
|
|
|
1968
|
Montecito Bank & Trust
Santa Barbara,
California
|
$358K
|
+$66.6K
|
1
|
0.12%
|
Increased
|
|
|
1969
|
WBH Advisory
Baltimore,
Maryland
|
$358K
|
-$30.1K
|
1
|
0.1%
|
Reduced
|
|
|
1970
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$357K
|
-$191K
|
1
|
0.09%
|
Reduced
|
|
|
1971
|
|
$357K
|
+$35.9K
|
1
|
0%
|
Increased
|
|
|
1972
|
Birinyi Associates
Westport,
Connecticut
|
$355K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1973
|
Cottage Street Advisors
Marion,
Massachusetts
|
$355K
|
-$24.7K
|
1
|
0.23%
|
Reduced
|
|
|
1974
|
Cue Advisory Services
Phoenix,
Arizona
|
$354K
|
-$208K
|
1
|
0.25%
|
Reduced
|
|
|
1975
|
Camden National Bank
Camden,
Maine
|
$351K
|
-$661
|
1
|
0.1%
|
Reduced
|
|