|
1951
|
Zions Bancorporation
Salt Lake City,
Utah
|
$236K
|
-$44.3K
|
7
|
0.04%
|
Reduced
|
|
|
1952
|
Stonebridge Capital Management
Los Angeles,
California
|
$234K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1953
|
Quantum Capital Management (California)
San Francisco,
California
|
$232K
|
-$44.5K
|
1
|
0.06%
|
Reduced
|
|
|
1954
|
Telos Capital Management
San Diego,
California
|
$232K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1955
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$231K
|
+$277
|
3
|
0.19%
|
Increased
|
|
|
1956
|
Edgestream Partners
Princeton,
New Jersey
|
$231K
|
+$225K
|
1
|
0.1%
|
New
|
|
|
1957
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$229K
|
+$221K
|
1
|
0.08%
|
New
|
|
|
1958
|
Circle Wealth Management
Summit,
New Jersey
|
$228K
|
+$1.71K
|
1
|
0.11%
|
Increased
|
|
|
1959
|
Harfst & Associates
Sheridan,
Wyoming
|
$227K
|
+$222K
|
3
|
0.1%
|
New
|
|
|
1960
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$226K
|
+$220K
|
1
|
0.11%
|
New
|
|
|
1961
|
Lehman Financial Resources
Media,
Pennsylvania
|
$225K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1962
|
Oakworth Capital
Birmingham,
Alabama
|
$225K
|
-$18.3K
|
4
|
0.07%
|
Reduced
|
|
|
1963
|
Petrus Trust Company
Dallas,
Texas
|
$225K
|
+$36.8K
|
1
|
0.05%
|
Increased
|
|
|
1964
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$223K
|
+$341
|
2
|
0.15%
|
Increased
|
|
|
1965
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$223K
|
-$5.43K
|
1
|
0.03%
|
Reduced
|
|
|
1966
|
Lloyds Banking Group
London,
United Kingdom
|
$223K
|
-$23.2K
|
1
|
2.01%
|
Reduced
|
|
|
1967
|
Mission Wealth Management
Santa Barbara,
California
|
$222K
|
+$217K
|
1
|
0.04%
|
New
|
|
|
1968
|
|
$221K
|
+$215K
|
1
|
2%
|
New
|
|
|
1969
|
Hourglass Capital
Houston,
Texas
|
$219K
|
-$4.94M
|
1
|
0.05%
|
Reduced
|
|
|
1970
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$218K
|
+$210K
|
1
|
0.04%
|
New
|
|
|
1971
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$218K
|
-$389K
|
1
|
0.11%
|
Reduced
|
|
|
1972
|
Crosspoint Capital Strategies
Orinda,
California
|
$218K
|
+$7.5K
|
3
|
0.18%
|
Increased
|
|
|
1973
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$218K
|
+$52.3K
|
2
|
0.13%
|
Increased
|
|
|
1974
|
Tiemann Investment Advisors
Menlo Park,
California
|
$218K
|
-$15.1K
|
1
|
0.2%
|
Reduced
|
|
|
1975
|
Capital Advantage
Walnut Creek,
California
|
$216K
|
+$209K
|
1
|
0.06%
|
New
|
|