|
1951
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$103K
|
+$19.4K
|
2
|
0.02%
|
Increased
|
|
|
1952
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$97K
|
+$93.5K
|
3
|
0.08%
|
New
|
|
|
1953
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$96K
|
-$24.8K
|
4
|
0.01%
|
Reduced
|
|
|
1954
|
Waverly Advisors
Birmingham,
Alabama
|
$95K
|
-$170K
|
2
|
0.05%
|
Reduced
|
|
|
1955
|
Cowen Prime Advisors
New York
|
$93K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1956
|
Lenox Wealth Advisors
New York
|
$89K
|
+$14.7K
|
3
|
0.04%
|
Increased
|
|
|
1957
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$80K
|
-$47.9K
|
1
|
0.11%
|
Reduced
|
|
|
1958
|
Invictus RG (Singapore)
Singapore
|
$78K
|
-$249K
|
2
|
0.08%
|
Reduced
|
|
|
1959
|
First New York Securities
New York
|
$75.3K
|
-$176K
|
1
|
0.13%
|
Reduced
|
|
|
1960
|
ID Management A/S
Randers,
Denmark
|
$72K
|
-$97K
|
1
|
0.03%
|
Reduced
|
|
|
1961
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$70K
|
+$68.9K
|
6
|
0.05%
|
New
|
|
|
1962
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$64K
|
+$58.2K
|
1
|
0.04%
|
New
|
|
|
1963
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$55K
|
+$55.1K
|
2
|
0.04%
|
New
|
|
|
1964
|
Catamount Wealth Management
Westport,
Connecticut
|
$53K
|
+$50.3K
|
1
|
0.05%
|
New
|
|
|
1965
|
Karp Capital Management
Sausalito,
California
|
$53K
|
+$52.7K
|
3
|
0.04%
|
New
|
|
|
1966
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$50K
|
+$47.8K
|
1
|
0.05%
|
New
|
|
|
1967
|
US Financial Advisors
Braintree,
Massachusetts
|
$50K
|
+$47.8K
|
1
|
0.04%
|
New
|
|
|
1968
|
CKW Financial Group
Honolulu,
Hawaii
|
$49K
|
-$5.25K
|
2
|
0.02%
|
Reduced
|
|
|
1969
|
Gradient Investments
Arden Hills,
Minnesota
|
$49K
|
+$2.44K
|
3
|
0.01%
|
Increased
|
|
|
1970
|
Lehman Financial Resources
Media,
Pennsylvania
|
$48K
|
+$25.4K
|
2
|
0.02%
|
Increased
|
|
|
1971
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$48K
|
+$47.1K
|
1
|
0.03%
|
New
|
|
|
1972
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$47K
|
+$51.4K
|
1
|
0%
|
New
|
|
|
1973
|
Shamrock Asset Management
Dallas,
Texas
|
$46K
|
-$8.89K
|
3
|
0.02%
|
Reduced
|
|
|
1974
|
Syntal Capital Partners
Midland,
Texas
|
$43K
|
+$86
|
1
|
0.03%
|
Increased
|
|
|
1975
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40K
|
-$17K
|
4
|
0%
|
Reduced
|
|