|
1951
|
New England Asset Management
Farmington,
Connecticut
|
$60K
|
+$58.6K
|
1
|
0%
|
New
|
|
|
1952
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$58K
|
+$56.2K
|
1
|
0.01%
|
New
|
|
|
1953
|
Catamount Wealth Management
Westport,
Connecticut
|
$55K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1954
|
Karp Capital Management
Sausalito,
California
|
$54K
|
+$38
|
3
|
0.04%
|
Increased
|
|
|
1955
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$54K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1956
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$53K
|
-$17.5K
|
6
|
0.03%
|
Reduced
|
|
|
1957
|
Ruggie Capital Group
Tavares,
Florida
|
$53K
|
+$40.5K
|
4
|
0.06%
|
Increased
|
|
|
1958
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$52.2K
|
+$50.9K
|
1
|
0.02%
|
New
|
|
|
1959
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$52K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1960
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$50K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1961
|
CKW Financial Group
Honolulu,
Hawaii
|
$49K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1962
|
Field & Main Bank
Henderson,
Kentucky
|
$49K
|
+$14.5K
|
2
|
0.05%
|
Increased
|
|
|
1963
|
Lehman Financial Resources
Media,
Pennsylvania
|
$49K
|
-$91
|
2
|
0.02%
|
Reduced
|
|
|
1964
|
Lenox Wealth Advisors
New York
|
$49K
|
-$38.4K
|
3
|
0.02%
|
Reduced
|
|
|
1965
|
Risk Paradigm Group
Austin,
Texas
|
$45.4K
|
+$44.5K
|
2
|
0.04%
|
New
|
|
|
1966
|
WealthPLAN Partners
Omaha,
Nebraska
|
$43K
|
+$43.6K
|
3
|
0.02%
|
New
|
|
|
1967
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$42K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1968
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$42K
|
-$12K
|
1
|
0.03%
|
Reduced
|
|
|
1969
|
Syntal Capital Partners
Midland,
Texas
|
$42K
|
-$1.61K
|
2
|
0.05%
|
Reduced
|
|
|
1970
|
Veritas Investment Management
London,
United Kingdom
|
$42K
|
+$40.7K
|
1
|
0.01%
|
Increased
|
|
|
1971
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$41K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1972
|
Mariner Investment Group
Harrison,
New York
|
$37K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1973
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$35K
|
-$624K
|
1
|
0.12%
|
Reduced
|
|
|
1974
|
Vigilant Capital Management
Portland,
Maine
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1975
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|