|
1951
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$2.3M
|
-$138K
|
1
|
0.8%
|
Reduced
|
|
|
1952
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$2.3M
|
-$87.1K
|
2
|
1%
|
Reduced
|
|
|
1953
|
Synergy Asset Management
Vancouver,
Washington
|
$2.3M
|
+$168K
|
1
|
0.22%
|
Increased
|
|
|
1954
|
Sierra Capital
Miami,
Florida
|
$2.28M
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1955
|
Revisor Wealth Management
Akron,
Ohio
|
$2.26M
|
-$20.3K
|
1
|
0.54%
|
Reduced
|
|
|
1956
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$2.26M
|
+$190K
|
1
|
0.14%
|
Increased
|
|
|
1957
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2.26M
|
+$460K
|
2
|
0.28%
|
Increased
|
|
|
1958
|
Persistent Asset Partners
Hong Kong
|
$2.25M
|
-$2.54M
|
1
|
0.67%
|
Reduced
|
|
|
1959
|
Leibman Financial Services
Louisville,
Nebraska
|
$2.25M
|
-$104K
|
1
|
1.49%
|
Reduced
|
|
|
1960
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.24M
|
-$69K
|
1
|
0.09%
|
Reduced
|
|
|
1961
|
Del-Sette Capital Management
Schenectady,
New York
|
$2.24M
|
+$1.9M
|
1
|
1.31%
|
New
|
|
|
1962
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$2.23M
|
+$331K
|
1
|
0.61%
|
Increased
|
|
|
1963
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.23M
|
-$162K
|
1
|
0.22%
|
Reduced
|
|
|
1964
|
PFG Advisors
Phoenix,
Arizona
|
$2.23M
|
-$713K
|
1
|
0.11%
|
Reduced
|
|
|
1965
|
Winthrop Capital Management
Carmel,
Indiana
|
$2.23M
|
+$5.28K
|
1
|
0.54%
|
Increased
|
|
|
1966
|
Cannon Capital Management
Salt Lake City,
Utah
|
$2.22M
|
+$237K
|
1
|
1.88%
|
Increased
|
|
|
1967
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.22M
|
+$1.44M
|
1
|
0.02%
|
Increased
|
|
|
1968
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.22M
|
+$32.3K
|
4
|
0.18%
|
Increased
|
|
|
1969
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.21M
|
+$254K
|
1
|
0.72%
|
Increased
|
|
|
1970
|
Delphi Management
Brookline,
Massachusetts
|
$2.21M
|
-$677K
|
2
|
2.16%
|
Reduced
|
|
|
1971
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.21M
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1972
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.21M
|
+$48.3K
|
1
|
0.11%
|
Increased
|
|
|
1973
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.21M
|
-$205K
|
1
|
0.09%
|
Reduced
|
|
|
1974
|
Two Sigma Securities
New York
|
$2.21M
|
-$424K
|
3
|
0.19%
|
Reduced
|
|
|
1975
|
Williamson Legacy Group
Carmel,
Indiana
|
$2.2M
|
+$1.65M
|
1
|
1.09%
|
New
|
|