|
1951
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$1.59M
|
-$1.61M
|
1
|
1.15%
|
Reduced
|
|
|
1952
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.59M
|
-$15.4K
|
1
|
1.17%
|
Reduced
|
|
|
1953
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.58M
|
+$663K
|
1
|
0.63%
|
Increased
|
|
|
1954
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.58M
|
+$64K
|
1
|
1.24%
|
Increased
|
|
|
1955
|
BCWM LLC
Overland Park,
Kansas
|
$1.58M
|
+$25.2K
|
1
|
0.66%
|
Increased
|
|
|
1956
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.56M
|
+$228K
|
3
|
1.8%
|
Increased
|
|
|
1957
|
Parthenon LLC
Louisville,
Kentucky
|
$1.56M
|
-$9.69K
|
2
|
0.41%
|
Reduced
|
|
|
1958
|
Tortoise Investment Management
White Plains,
New York
|
$1.55M
|
+$88.2K
|
1
|
0.58%
|
Increased
|
|
|
1959
|
Round Table Services
Westfield,
New Jersey
|
$1.55M
|
+$905K
|
1
|
1.21%
|
Increased
|
|
|
1960
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.54M
|
-$37.7K
|
1
|
1.09%
|
Reduced
|
|
|
1961
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$1.53M
|
-$237K
|
1
|
3.1%
|
Reduced
|
|
|
1962
|
MV Capital Management
Bethesda,
Maryland
|
$1.53M
|
+$63.7K
|
1
|
0.62%
|
Increased
|
|
|
1963
|
Elm Advisors
Burlingame,
California
|
$1.53M
|
-$2.56K
|
1
|
1.43%
|
Reduced
|
|
|
1964
|
Empirical Wealth Management
Seattle,
Washington
|
$1.52M
|
+$436K
|
1
|
0.35%
|
Increased
|
|
|
1965
|
Atlantic Investment Company
Atlanta,
Georgia
|
$1.51M
|
+$5.12K
|
1
|
3.62%
|
Increased
|
|
|
1966
|
Loeb Partners Corp
New York
|
$1.51M
|
-$230K
|
1
|
0.44%
|
Reduced
|
|
|
1967
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.5M
|
+$219K
|
1
|
1.37%
|
Increased
|
|
|
1968
|
Searle & Co
Greenwich,
Connecticut
|
$1.5M
|
$0
|
2
|
1.25%
|
Maintained
|
|
|
1969
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1.5M
|
+$17.4K
|
1
|
0.9%
|
Increased
|
|
|
1970
|
Birmingham Capital Management
Birmingham,
Alabama
|
$1.49M
|
-$230K
|
1
|
0.58%
|
Reduced
|
|
|
1971
|
MCF Advisors
Covington,
Kentucky
|
$1.48M
|
+$25.8K
|
2
|
0.37%
|
Increased
|
|
|
1972
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.48M
|
-$7.42K
|
1
|
0.58%
|
Reduced
|
|
|
1973
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.46M
|
-$24.6K
|
1
|
2.4%
|
Reduced
|
|
|
1974
|
|
$1.46M
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
1975
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.46M
|
+$385K
|
1
|
0.98%
|
Increased
|
|