|
1951
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$216K
|
+$201K
|
1
|
0.03%
|
New
|
|
|
1952
|
Hatteras Investment Partners
Raleigh,
North Carolina
|
$216K
|
+$169K
|
1
|
0.74%
|
New
|
|
|
1953
|
Investment Counsel
Petoskey,
Michigan
|
$216K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1954
|
Domani Wealth
Lancaster,
Pennsylvania
|
$213K
|
-$51.4K
|
1
|
0.08%
|
Reduced
|
|
|
1955
|
|
$213K
|
-$431K
|
1
|
0.04%
|
Reduced
|
|
|
1956
|
Raffa Wealth Management
Washington,
District of Columbia
|
$212K
|
$0
|
9
|
0.11%
|
Maintained
|
|
|
1957
|
Centaur Capital Partners
Southlake,
Texas
|
$212K
|
+$240K
|
1
|
0.4%
|
New
|
|
|
1958
|
Yorktown Management & Research Company
Forest,
Virginia
|
$210K
|
+$209K
|
1
|
0.05%
|
New
|
|
|
1959
|
Sterneck Capital Management
Kansas City,
Missouri
|
$208K
|
+$208K
|
1
|
0.14%
|
New
|
|
|
1960
|
Greystone Investment Management
Cincinnati,
Ohio
|
$207K
|
+$204K
|
1
|
0.1%
|
New
|
|
|
1961
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$207K
|
+$197K
|
1
|
0.33%
|
New
|
|
|
1962
|
TradeLink Capital
Chicago,
Illinois
|
$207K
|
+$196K
|
1
|
0.51%
|
New
|
|
|
1963
|
QCI Asset Management
Pittsford,
New York
|
$205K
|
$0
|
5
|
0.03%
|
Maintained
|
|
|
1964
|
Segment Wealth Management
Houston,
Texas
|
$204K
|
-$1.67M
|
1
|
0.08%
|
Reduced
|
|
|
1965
|
Beck Capital Management
Austin,
Texas
|
$201K
|
-$522
|
1
|
0.12%
|
Reduced
|
|
|
1966
|
|
$201K
|
+$197K
|
1
|
0.17%
|
New
|
|
|
1967
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$195K
|
+$188K
|
8
|
0.02%
|
New
|
|
|
1968
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$194K
|
$0
|
2
|
0.53%
|
Maintained
|
|
|
1969
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$185K
|
-$12K
|
2
|
0.13%
|
Reduced
|
|
|
1970
|
American National Bank & Trust
Wichita Falls,
Texas
|
$181K
|
+$69.8K
|
1
|
0.06%
|
Increased
|
|
|
1971
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$169K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1972
|
St. Johns Investment Management
Jacksonville,
Florida
|
$169K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1973
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$160K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1974
|
Asset Dedication LLC
San Francisco,
California
|
$157K
|
+$9.93K
|
2
|
0.1%
|
Increased
|
|
|
1975
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$145K
|
$0
|
1
|
0.1%
|
Maintained
|
|