|
1951
|
Colonial Trust
Spartanburg,
South Carolina
|
$605K
|
-$473K
|
2
|
0.08%
|
Reduced
|
|
|
1952
|
Sage Rhino Capital
Menlo Park,
California
|
$605K
|
+$10.8K
|
1
|
0.1%
|
Increased
|
|
|
1953
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$605K
|
+$612K
|
1
|
0.04%
|
New
|
|
|
1954
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$601K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1955
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$600K
|
+$748
|
1
|
0.29%
|
Increased
|
|
|
1956
|
Blue Sky Capital Consultants Group
Poway,
California
|
$600K
|
-$135K
|
1
|
0.26%
|
Reduced
|
|
|
1957
|
Presidio Capital Management
San Diego,
California
|
$599K
|
-$13.7K
|
1
|
0.15%
|
Reduced
|
|
|
1958
|
Income Insurance Ltd
Singapore,
|
$598K
|
$0
|
1
|
0.36%
|
Maintained
|
|
|
1959
|
Buckhead Capital Management
Atlanta,
Georgia
|
$598K
|
+$2.81K
|
1
|
0.21%
|
Increased
|
|
|
1960
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$597K
|
-$26.2K
|
1
|
0.1%
|
Reduced
|
|
|
1961
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$596K
|
-$61.9K
|
1
|
0.26%
|
Reduced
|
|
|
1962
|
Next Capital Management
New York
|
$594K
|
-$9.91K
|
1
|
0.16%
|
Reduced
|
|
|
1963
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$594K
|
-$719K
|
1
|
0.46%
|
Reduced
|
|
|
1964
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$594K
|
-$93.5K
|
1
|
0.14%
|
Reduced
|
|
|
1965
|
XXI Wealth LLC
Chicago,
Illinois
|
$592K
|
+$260K
|
1
|
0.27%
|
Increased
|
|
|
1966
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$592K
|
+$7.67K
|
1
|
0.09%
|
Increased
|
|
|
1967
|
AtlasMark Financial
Austin,
Texas
|
$591K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1968
|
Gladstone Capital Management
London,
United Kingdom
|
$591K
|
+$598K
|
1
|
0.06%
|
New
|
|
|
1969
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$591K
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
1970
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$590K
|
-$147K
|
1
|
0.37%
|
Reduced
|
|
|
1971
|
1248 Management
Kansas City,
Missouri
|
$589K
|
+$589K
|
1
|
0.23%
|
Increased
|
|
|
1972
|
Creative Financial Designs
Kokomo,
Indiana
|
$587K
|
+$78.2K
|
1
|
0.03%
|
Increased
|
|
|
1973
|
Norris Perne & French
Grand Rapids,
Michigan
|
$587K
|
+$5.61K
|
1
|
0.03%
|
Increased
|
|
|
1974
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$586K
|
-$14K
|
1
|
0.12%
|
Reduced
|
|
|
1975
|
Drive Wealth Management
Lehi,
Utah
|
$584K
|
+$22.1K
|
1
|
0.1%
|
Increased
|
|