|
1951
|
Duncker Streett & Co
St. Louis,
Missouri
|
$94K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1952
|
Pin Oak Investment Advisors
Houston,
Texas
|
$93K
|
-$45.8K
|
4
|
0.09%
|
Reduced
|
|
|
1953
|
Harvest Fund Management
Beijing,
China
|
$91K
|
+$79.9K
|
2
|
0.01%
|
Increased
|
|
|
1954
|
Sittner & Nelson
Eugene,
Oregon
|
$91K
|
+$186
|
3
|
0.06%
|
Increased
|
|
|
1955
|
Arax Advisory Partners
Denver,
Colorado
|
$88K
|
+$92.7K
|
8
|
0.01%
|
New
|
|
|
1956
|
TFC Financial Management
Boston,
Massachusetts
|
$86K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1957
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$83K
|
-$1.58K
|
3
|
0.02%
|
Reduced
|
|
|
1958
|
Exos Asset Management
New York
|
$83K
|
+$87.1K
|
2
|
0.04%
|
New
|
|
|
1959
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$83K
|
+$5.18K
|
1
|
0.16%
|
Increased
|
|
|
1960
|
CVA Family Office
Denver,
Colorado
|
$81K
|
+$37.1K
|
4
|
0.02%
|
Increased
|
|
|
1961
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$80K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1962
|
Red Door Wealth Management
Memphis,
Tennessee
|
$80K
|
+$82.3K
|
4
|
0.03%
|
New
|
|
|
1963
|
McIlrath & Eck
Arlington,
Washington
|
$78K
|
-$1.63K
|
4
|
0.02%
|
Reduced
|
|
|
1964
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$77K
|
+$235
|
2
|
0.02%
|
Increased
|
|
|
1965
|
Orion Capital Management
Coronado,
California
|
$77K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1966
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$75K
|
+$2.02K
|
5
|
0.04%
|
Increased
|
|
|
1967
|
CKW Financial Group
Honolulu,
Hawaii
|
$74K
|
+$1.13K
|
2
|
0.01%
|
Increased
|
|
|
1968
|
Old North State Trust
Greensboro,
North Carolina
|
$74K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1969
|
TCI Wealth Advisors
Tucson,
Arizona
|
$74K
|
+$2.44K
|
8
|
0.01%
|
Increased
|
|
|
1970
|
Edge Wealth Management
New York
|
$73K
|
-$23K
|
1
|
0.01%
|
Reduced
|
|
|
1971
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$73K
|
+$31.4K
|
4
|
0.02%
|
Increased
|
|
|
1972
|
Column Capital Advisors
Indianapolis,
Indiana
|
$70K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
1973
|
Bellevue Asset Management
Bellevue,
Washington
|
$69K
|
+$8.77K
|
2
|
0.04%
|
Increased
|
|
|
1974
|
Anfield Capital Management
Irvine,
California
|
$64K
|
+$62.1K
|
2
|
0.02%
|
New
|
|
|
1975
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$63K
|
+$235
|
2
|
0.03%
|
Increased
|
|