|
1951
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$55K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1952
|
Catamount Wealth Management
Westport,
Connecticut
|
$54K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1953
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$53K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1954
|
Karp Capital Management
Sausalito,
California
|
$51K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1955
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$51K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1956
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$51K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1957
|
Gradient Investments
Arden Hills,
Minnesota
|
$49K
|
-$3.58M
|
3
|
0.01%
|
Reduced
|
|
|
1958
|
Field & Main Bank
Henderson,
Kentucky
|
$48K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1959
|
Lenox Wealth Advisors
New York
|
$47K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1960
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46K
|
+$8.3K
|
4
|
0%
|
Increased
|
|
|
1961
|
Risk Paradigm Group
Austin,
Texas
|
$44.3K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1962
|
American National Bank & Trust
Wichita Falls,
Texas
|
$42K
|
+$19.8K
|
3
|
0.02%
|
Increased
|
|
|
1963
|
Avior Wealth Management
Omaha,
Nebraska
|
$41K
|
+$23.9K
|
1
|
0.03%
|
Increased
|
|
|
1964
|
Veritas Investment Management
London,
United Kingdom
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1965
|
Vigilant Capital Management
Portland,
Maine
|
$41K
|
+$8.77K
|
2
|
0.01%
|
Increased
|
|
|
1966
|
Ruggie Capital Group
Tavares,
Florida
|
$40K
|
-$11.1K
|
3
|
0.03%
|
Reduced
|
|
|
1967
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$39K
|
-$15.2K
|
6
|
0.02%
|
Reduced
|
|
|
1968
|
CKW Financial Group
Honolulu,
Hawaii
|
$39K
|
-$9K
|
1
|
0.02%
|
Reduced
|
|
|
1969
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$38K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1970
|
Perkins Capital Management
Wayzata,
Minnesota
|
$33K
|
+$21.9K
|
1
|
0.03%
|
Increased
|
|
|
1971
|
WealthPLAN Partners
Omaha,
Nebraska
|
$33K
|
-$10.1K
|
2
|
0.01%
|
Reduced
|
|
|
1972
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1973
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$31K
|
-$85K
|
1
|
0.02%
|
Reduced
|
|
|
1974
|
AllSquare Wealth Management
Albany,
New York
|
$27K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1975
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|