|
1951
|
Bank of Stockton
Stockton,
California
|
$304K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1952
|
Novare Capital Management
Charlotte,
North Carolina
|
$303K
|
-$41.5K
|
1
|
0.03%
|
Reduced
|
|
|
1953
|
Triumph Capital Management
Denver,
Colorado
|
$303K
|
+$309K
|
1
|
0.15%
|
New
|
|
|
1954
|
Farther Finance Advisors
San Francisco,
California
|
$303K
|
+$40.1K
|
2
|
0.09%
|
Increased
|
|
|
1955
|
Financial Management Network
Mission Viejo,
California
|
$302K
|
+$5.48K
|
1
|
0.12%
|
Increased
|
|
|
1956
|
Merriman Wealth Management
Seattle,
Washington
|
$302K
|
+$40.5K
|
1
|
0.02%
|
Increased
|
|
|
1957
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$302K
|
+$308K
|
1
|
0.31%
|
New
|
|
|
1958
|
Heron Financial Group
New York
|
$301K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1959
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$301K
|
-$118K
|
1
|
0.05%
|
Reduced
|
|
|
1960
|
Buffington Mohr McNeal
Boise,
Idaho
|
$298K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1961
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$298K
|
+$16.3K
|
1
|
0.08%
|
Increased
|
|
|
1962
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$298K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1963
|
Paulson Wealth Management
Wheaton,
Illinois
|
$297K
|
+$13.4K
|
1
|
0.13%
|
Increased
|
|
|
1964
|
L2 Asset Management
Wayland,
Massachusetts
|
$296K
|
-$464K
|
1
|
0.16%
|
Reduced
|
|
|
1965
|
Peak Asset Management
Louisville,
Colorado
|
$296K
|
+$134
|
1
|
0.07%
|
Increased
|
|
|
1966
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$296K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1967
|
Fort LP
Chevy Chase,
Maryland
|
$295K
|
-$120K
|
1
|
0.76%
|
Reduced
|
|
|
1968
|
DMC Group
Birmingham,
Alabama
|
$295K
|
+$8.03K
|
1
|
0.3%
|
Increased
|
|
|
1969
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$295K
|
-$24.9K
|
1
|
0.13%
|
Reduced
|
|
|
1970
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$294K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1971
|
Eagle Bay Advisors
New York
|
$293K
|
-$29.7K
|
1
|
0.16%
|
Reduced
|
|
|
1972
|
Castle Wealth Management
West Palm Beach,
Florida
|
$293K
|
+$55.7K
|
1
|
0.23%
|
Increased
|
|
|
1973
|
|
$292K
|
+$5.48K
|
1
|
0.06%
|
Increased
|
|
|
1974
|
Leisure Capital Management
Costa Mesa,
California
|
$292K
|
-$134
|
1
|
0.17%
|
Reduced
|
|
|
1975
|
Cambridge Advisors
Omaha,
Nebraska
|
$292K
|
+$20.7K
|
1
|
0.07%
|
Increased
|
|
