|
1951
|
Founders Financial Securities
Towson,
Maryland
|
$369K
|
+$362K
|
1
|
0.14%
|
New
|
|
|
1952
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$368K
|
-$19.4M
|
1
|
0.02%
|
Reduced
|
|
|
1953
|
SRB Corp
Boston,
Massachusetts
|
$364K
|
-$10.3K
|
2
|
0.05%
|
Reduced
|
|
|
1954
|
Hilton Capital Management
Garden City,
New York
|
$361K
|
+$316K
|
1
|
0.07%
|
Increased
|
|
|
1955
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$359K
|
-$133K
|
1
|
0.06%
|
Reduced
|
|
|
1956
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$358K
|
+$345K
|
4
|
0.03%
|
New
|
|
|
1957
|
|
$356K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1958
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$352K
|
+$110
|
1
|
0.11%
|
Increased
|
|
|
1959
|
V Wealth Advisors
Overland Park,
Kansas
|
$352K
|
+$52.6K
|
1
|
0.22%
|
Increased
|
|
|
1960
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$350K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1961
|
Parthenon LLC
Louisville,
Kentucky
|
$350K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1962
|
Cabot-Wellington
Boston,
Massachusetts
|
$348K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1963
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$348K
|
+$22K
|
2
|
0.17%
|
Increased
|
|
|
1964
|
Boston Research & Management
Manchester,
Massachusetts
|
$345K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1965
|
Cortland Associates
St Louis,
Missouri
|
$345K
|
-$98.5K
|
1
|
0.07%
|
Reduced
|
|
|
1966
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$343K
|
+$46K
|
1
|
0.15%
|
Increased
|
|
|
1967
|
Avity Investment Management
Greenwich,
Connecticut
|
$340K
|
+$75.1K
|
1
|
0.05%
|
Increased
|
|
|
1968
|
Global Retirement Partners
San Rafael,
California
|
$338K
|
+$61.4K
|
7
|
0.19%
|
Increased
|
|
|
1969
|
Clearstead Trust
Portland,
Maine
|
$335K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1970
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$330K
|
-$5.67K
|
3
|
0.24%
|
Reduced
|
|
|
1971
|
Addison Capital
Conshohocken,
Pennsylvania
|
$329K
|
+$16.5K
|
1
|
0.26%
|
Increased
|
|
|
1972
|
Security Asset Management
New York
|
$328K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1973
|
Brighton Jones LLC
Seattle,
Washington
|
$326K
|
+$319K
|
1
|
0.08%
|
New
|
|
|
1974
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$325K
|
-$105K
|
1
|
0.37%
|
Reduced
|
|
|
1975
|
RNC Capital Management
Los Angeles,
California
|
$325K
|
-$945K
|
1
|
0.03%
|
Reduced
|
|