|
1951
|
LBA Wealth Management
Jacksonville,
Florida
|
$741K
|
-$49.9K
|
4
|
0.43%
|
Reduced
|
|
|
1952
|
Peregrine Asset Advisers
Portland,
Oregon
|
$741K
|
$0
|
2
|
0.64%
|
Maintained
|
|
|
1953
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$734K
|
-$256K
|
1
|
0.51%
|
Reduced
|
|
|
1954
|
Versant Capital Management
Phoenix,
Arizona
|
$733K
|
+$734K
|
18
|
0.46%
|
New
|
|
|
1955
|
Ashford Capital Management
Wilmington,
Delaware
|
$732K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1956
|
Corrigan Financial
Middletown,
Rhode Island
|
$728K
|
+$721K
|
2
|
0.77%
|
New
|
|
|
1957
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$721K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
1958
|
Regis Management Company
Menlo Park,
California
|
$720K
|
+$717K
|
1
|
0.16%
|
New
|
|
|
1959
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$715K
|
$0
|
2
|
0.6%
|
Maintained
|
|
|
1960
|
Carlson Capital Management
Northfield,
Minnesota
|
$708K
|
+$44.2K
|
2
|
0.27%
|
Increased
|
|
|
1961
|
Waverly Advisors
Birmingham,
Alabama
|
$707K
|
+$134K
|
2
|
0.31%
|
Increased
|
|
|
1962
|
Signia Capital Management
Spokane,
Washington
|
$699K
|
+$609K
|
1
|
2.17%
|
New
|
|
|
1963
|
Marathon Asset Management (UK)
London,
United Kingdom
|
$695K
|
-$145K
|
1
|
0.02%
|
Reduced
|
|
|
1964
|
Kimelman & Baird
New York
|
$693K
|
+$686K
|
2
|
0.13%
|
New
|
|
|
1965
|
Steelhead Partners
Seattle,
Washington
|
$692K
|
+$668K
|
1
|
0.07%
|
New
|
|
|
1966
|
Falcon Point Capital
San Francisco,
California
|
$689K
|
+$50.9K
|
1
|
0.15%
|
Increased
|
|
|
1967
|
WESPAC Advisors SoCal
Pasadena,
California
|
$688K
|
+$679K
|
6
|
0.45%
|
New
|
|
|
1968
|
SSI Investment Management
Los Angeles,
California
|
$679K
|
+$241K
|
2
|
0.07%
|
Increased
|
|
|
1969
|
Addenda Capital
Montreal,
Quebec, Canada
|
$676K
|
-$1.05M
|
1
|
0.06%
|
Reduced
|
|
|
1970
|
Perkins Capital Management
Wayzata,
Minnesota
|
$675K
|
+$565K
|
2
|
0.72%
|
Increased
|
|
|
1971
|
Hudock Inc
Williamsport,
Pennsylvania
|
$674K
|
+$8.18K
|
9
|
0.3%
|
Increased
|
|
|
1972
|
Breithorn Capital Management
New York
|
$671K
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
1973
|
Schonfeld Group Holdings
Jericho,
New York
|
$668K
|
-$978K
|
2
|
0.42%
|
Reduced
|
|
|
1974
|
Family Management
New York
|
$665K
|
-$244K
|
2
|
0.34%
|
Reduced
|
|
|
1975
|
D.J. St. Germain
Springfield,
Massachusetts
|
$664K
|
+$280K
|
2
|
0.1%
|
Increased
|
|