|
1951
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$175K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1952
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$174K
|
+$352
|
2
|
0.02%
|
Increased
|
|
|
1953
|
GoalVest Advisory
New York
|
$174K
|
-$205
|
1
|
0.04%
|
Reduced
|
|
|
1954
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$170K
|
+$5.55K
|
1
|
0.16%
|
Increased
|
|
|
1955
|
North Star Investment Management
Chicago,
Illinois
|
$168K
|
+$67.9K
|
3
|
0.01%
|
Increased
|
|
|
1956
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$164K
|
+$149K
|
2
|
0.05%
|
New
|
|
|
1957
|
Broadwater Capital
Boston,
Massachusetts
|
$164K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1958
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$162K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1959
|
Physician Wealth Advisors
Midvale,
Utah
|
$162K
|
+$1.39K
|
2
|
0.03%
|
Increased
|
|
|
1960
|
Spirit of America Management Corp
Syosset,
New York
|
$158K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1961
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$157K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1962
|
Asset Dedication LLC
San Francisco,
California
|
$157K
|
+$234
|
2
|
0.01%
|
Increased
|
|
|
1963
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$155K
|
+$13.5K
|
2
|
0.01%
|
Increased
|
|
|
1964
|
Webster Bank
Waterbury,
Connecticut
|
$153K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1965
|
Park Place Capital
Homewood,
Alabama
|
$152K
|
-$6.91K
|
2
|
0.03%
|
Reduced
|
|
|
1966
|
Operose Advisors
Milwaukee,
Wisconsin
|
$148K
|
+$12.7K
|
1
|
0.04%
|
Increased
|
|
|
1967
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$147K
|
-$2.34K
|
2
|
0.06%
|
Reduced
|
|
|
1968
|
Garde Capital
Seattle,
Washington
|
$147K
|
-$8.97K
|
2
|
0.01%
|
Reduced
|
|
|
1969
|
|
$145K
|
-$3.83K
|
2
|
0.01%
|
Reduced
|
|
|
1970
|
Eastern Bank
Boston,
Massachusetts
|
$144K
|
-$42.8K
|
2
|
0%
|
Reduced
|
|
|
1971
|
Estabrook Capital Management
New York
|
$141K
|
+$92.1K
|
1
|
0.02%
|
Increased
|
|
|
1972
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$140K
|
-$46.9K
|
2
|
0.01%
|
Reduced
|
|
|
1973
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$140K
|
-$15.1K
|
2
|
0.04%
|
Reduced
|
|
|
1974
|
Steph & Co
Marinette,
Wisconsin
|
$138K
|
-$58.6K
|
2
|
0.04%
|
Reduced
|
|
|
1975
|
Kiker Wealth Management
Jasper,
Georgia
|
$138K
|
-$21.2K
|
2
|
0.08%
|
Reduced
|
|