|
1951
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$492K
|
+$470K
|
1
|
0.23%
|
New
|
|
|
1952
|
Fenimore Asset Management
Cobleskill,
New York
|
$491K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1953
|
J.W. Burns & Co
Dewitt,
New York
|
$491K
|
+$45.6K
|
1
|
0.07%
|
Increased
|
|
|
1954
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$490K
|
+$2.68K
|
2
|
0.08%
|
Increased
|
|
|
1955
|
Genesee Capital Advisors
Auburn,
New York
|
$490K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1956
|
Chatham Capital Group
Savannah,
Georgia
|
$490K
|
-$7.3K
|
1
|
0.09%
|
Reduced
|
|
|
1957
|
Beck Mack & Oliver
New York
|
$488K
|
+$10.4K
|
1
|
0.01%
|
Increased
|
|
|
1958
|
Signal Advisors Wealth
Detroit,
Michigan
|
$488K
|
+$18.1K
|
1
|
0.12%
|
Increased
|
|
|
1959
|
Wilson & Boucher Capital Management
Moraga,
California
|
$487K
|
-$8.76K
|
1
|
0.38%
|
Reduced
|
|
|
1960
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$487K
|
+$182
|
1
|
0.17%
|
Increased
|
|
|
1961
|
FCG Investment Company
Germantown,
Tennessee
|
$487K
|
-$1.25M
|
1
|
0.39%
|
Reduced
|
|
|
1962
|
Pegasus Asset Management
Montebello,
New York
|
$486K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1963
|
CKW Financial Group
Honolulu,
Hawaii
|
$484K
|
+$2.19K
|
1
|
0.06%
|
Increased
|
|
|
1964
|
Gryphon Financial Partners
Columbus,
Ohio
|
$484K
|
+$25.4K
|
1
|
0.08%
|
Increased
|
|
|
1965
|
Finer Wealth Management
Salem,
Massachusetts
|
$483K
|
+$912
|
1
|
0.32%
|
Increased
|
|
|
1966
|
Pacific Global Investment Management
Glendale,
California
|
$483K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1967
|
Sonata Capital Group
Seattle,
Washington
|
$482K
|
+$461K
|
1
|
0.22%
|
New
|
|
|
1968
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$482K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1969
|
Human Investing
Lake Oswego,
Oregon
|
$481K
|
-$10.8K
|
1
|
0.1%
|
Reduced
|
|
|
1970
|
LM Advisors
San Diego,
California
|
$481K
|
-$47.7K
|
1
|
0.08%
|
Reduced
|
|
|
1971
|
KFG Wealth Management
Granger,
Indiana
|
$480K
|
-$182
|
1
|
0.2%
|
Reduced
|
|
|
1972
|
Sachetta
Lynnfield,
Massachusetts
|
$480K
|
$0
|
3
|
0.23%
|
Maintained
|
|
|
1973
|
Smith, Moore & Co
Clayton,
Missouri
|
$480K
|
-$64.2K
|
1
|
0.05%
|
Reduced
|
|
|
1974
|
Per Stirling Capital Management
Austin,
Texas
|
$480K
|
+$182
|
1
|
0.08%
|
Increased
|
|
|
1975
|
Roundview Capital
Princeton,
New Jersey
|
$478K
|
+$457K
|
1
|
0.04%
|
New
|
|