|
1951
|
Monterey Private Wealth
Monterey,
California
|
$206K
|
+$577
|
1
|
0.11%
|
Increased
|
|
|
1952
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$204K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1953
|
D. Scott Neal
Lexington,
Kentucky
|
$204K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1954
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$204K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1955
|
Klingman & Associates
New York
|
$203K
|
-$2.6K
|
1
|
0.02%
|
Reduced
|
|
|
1956
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$202K
|
+$24.5K
|
1
|
0.08%
|
Increased
|
|
|
1957
|
Baystate Wealth Management
Boston,
Massachusetts
|
$201K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1958
|
One Wealth Advisors
San Francisco,
California
|
$201K
|
-$97.5K
|
1
|
0.08%
|
Reduced
|
|
|
1959
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$200K
|
-$58.9K
|
1
|
0.01%
|
Reduced
|
|
|
1960
|
S.A. Mason
Holland,
Michigan
|
$200K
|
+$131K
|
1
|
0.15%
|
Increased
|
|
|
1961
|
Tradewinds Capital Management
Bellingham,
Washington
|
$200K
|
+$2.88K
|
2
|
0.04%
|
Increased
|
|
|
1962
|
Bogart Wealth LLC
Mclean,
Virginia
|
$192K
|
-$25.7K
|
1
|
0.03%
|
Reduced
|
|
|
1963
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$192K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1964
|
Rockbridge Investment Management
Syracuse,
New York
|
$190K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1965
|
CVA Family Office
Denver,
Colorado
|
$189K
|
+$123K
|
1
|
0.07%
|
Increased
|
|
|
1966
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$186K
|
-$60.2K
|
1
|
0.04%
|
Reduced
|
|
|
1967
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$186K
|
-$31.9K
|
1
|
0.05%
|
Reduced
|
|
|
1968
|
Gradient Investments
Arden Hills,
Minnesota
|
$185K
|
-$2.31K
|
1
|
0.01%
|
Reduced
|
|
|
1969
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$184K
|
+$865
|
1
|
0.03%
|
Increased
|
|
|
1970
|
Allred Capital Management
Dallas,
Texas
|
$184K
|
+$200K
|
1
|
0.08%
|
New
|
|
|
1971
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$183K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1972
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$182K
|
-$432K
|
1
|
0.05%
|
Reduced
|
|
|
1973
|
Sierra Capital
Miami,
Florida
|
$181K
|
+$197K
|
1
|
0.03%
|
New
|
|
|
1974
|
Solstein Capital
Menlo Park,
California
|
$181K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1975
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$180K
|
+$61.3K
|
1
|
0.03%
|
Increased
|
|