|
1951
|
First Interstate Bank
Billings,
Montana
|
$581K
|
+$165K
|
1
|
0.04%
|
Increased
|
|
|
1952
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$581K
|
-$192K
|
1
|
0.12%
|
Reduced
|
|
|
1953
|
Penbrook Management
New York
|
$580K
|
-$211K
|
1
|
0.38%
|
Reduced
|
|
|
1954
|
TriaGen Wealth Management
Calabasas,
California
|
$579K
|
-$19.6K
|
1
|
0.19%
|
Reduced
|
|
|
1955
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$577K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1956
|
Comprehensive Financial Management
Los Gatos,
California
|
$577K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1957
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$576K
|
+$220K
|
1
|
0.06%
|
Increased
|
|
|
1958
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$574K
|
+$34.9K
|
1
|
0.15%
|
Increased
|
|
|
1959
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$574K
|
+$72K
|
1
|
0.13%
|
Increased
|
|
|
1960
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$574K
|
+$74.9K
|
1
|
0.14%
|
Increased
|
|
|
1961
|
626 Financial
Portage,
Michigan
|
$572K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1962
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$572K
|
+$196
|
1
|
0.09%
|
Increased
|
|
|
1963
|
Gryphon Financial Partners
Columbus,
Ohio
|
$571K
|
-$8.82K
|
1
|
0.08%
|
Reduced
|
|
|
1964
|
Doheny Asset Management
Los Angeles,
California
|
$571K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
1965
|
Truvestments Capital
Sarasota,
Florida
|
$570K
|
+$57.6K
|
1
|
0.15%
|
Increased
|
|
|
1966
|
Fenimore Asset Management
Cobleskill,
New York
|
$569K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1967
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$568K
|
+$181K
|
1
|
0.09%
|
Increased
|
|
|
1968
|
Chatham Capital Group
Savannah,
Georgia
|
$567K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1969
|
CKW Financial Group
Honolulu,
Hawaii
|
$565K
|
+$2.35K
|
1
|
0.07%
|
Increased
|
|
|
1970
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$564K
|
+$14.9K
|
2
|
0.1%
|
Increased
|
|
|
1971
|
Windsor Capital Management
Phoenix,
Arizona
|
$563K
|
-$4.51K
|
1
|
0.16%
|
Reduced
|
|
|
1972
|
|
$563K
|
+$57.1K
|
1
|
0.13%
|
Increased
|
|
|
1973
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$559K
|
+$980
|
1
|
0.25%
|
Increased
|
|
|
1974
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$559K
|
+$495K
|
1
|
0.2%
|
New
|
|
|
1975
|
LVZ Inc
Holland,
Michigan
|
$558K
|
-$36.9K
|
1
|
0.07%
|
Reduced
|
|
