|
1951
|
Catawba Capital Management
Roanoke,
Virginia
|
$340K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1952
|
Essex Investment Management
Boston,
Massachusetts
|
$340K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1953
|
Arvest Trust
Bartlesville,
Oklahoma
|
$339K
|
-$6.06K
|
1
|
0.03%
|
Reduced
|
|
|
1954
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$337K
|
-$869K
|
1
|
0.05%
|
Reduced
|
|
|
1955
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$337K
|
-$587K
|
1
|
0.21%
|
Reduced
|
|
|
1956
|
Smith, Moore & Co
Clayton,
Missouri
|
$334K
|
-$5.92K
|
1
|
0.2%
|
Reduced
|
|
|
1957
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$333K
|
-$405K
|
1
|
0.03%
|
Reduced
|
|
|
1958
|
Lilley & Co
Tecumseh,
Michigan
|
$333K
|
-$2.42K
|
1
|
0.15%
|
Reduced
|
|
|
1959
|
Beacon Trust
Morristown,
New Jersey
|
$332K
|
+$3.64K
|
1
|
0.06%
|
Increased
|
|
|
1960
|
First American Trust
Santa Ana,
California
|
$326K
|
-$3.03M
|
1
|
0.12%
|
Reduced
|
|
|
1961
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$324K
|
-$2.33K
|
1
|
0.14%
|
Reduced
|
|
|
1962
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$324K
|
-$31.3K
|
1
|
0.08%
|
Reduced
|
|
|
1963
|
|
$318K
|
-$49.6M
|
1
|
0.02%
|
Reduced
|
|
|
1964
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$317K
|
-$4.04K
|
1
|
0.13%
|
Reduced
|
|
|
1965
|
Washington Capital Management
Seattle,
Washington
|
$312K
|
-$1.6M
|
1
|
0.11%
|
Reduced
|
|
|
1966
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$311K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1967
|
F&V Capital Management
Boca Raton,
Florida
|
$305K
|
+$1.62K
|
1
|
0.24%
|
Increased
|
|
|
1968
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$304K
|
-$206K
|
1
|
0.23%
|
Reduced
|
|
|
1969
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$304K
|
-$76.8K
|
1
|
0.02%
|
Reduced
|
|
|
1970
|
Hollow Brook Wealth Management
Katonah,
New York
|
$303K
|
+$40.4K
|
1
|
0.1%
|
Increased
|
|
|
1971
|
Focused Wealth Management
Newburgh,
New York
|
$301K
|
+$19.5K
|
3
|
0.25%
|
Increased
|
|
|
1972
|
One Capital Management
Westlake Village,
California
|
$297K
|
+$293K
|
1
|
0.11%
|
New
|
|
|
1973
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$295K
|
-$36.4K
|
1
|
0.13%
|
Reduced
|
|
|
1974
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$294K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1975
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$294K
|
$0
|
1
|
0.17%
|
Maintained
|
|