|
1951
|
Weil Company
San Diego,
California
|
$201K
|
-$451K
|
1
|
0.09%
|
Reduced
|
|
|
1952
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$200K
|
+$196K
|
1
|
0.17%
|
New
|
|
|
1953
|
TAP Consulting
Kirkwood,
Missouri
|
$200K
|
+$183K
|
5
|
0.05%
|
New
|
|
|
1954
|
Gladius Capital Management
Chicago,
Illinois
|
$199K
|
+$197K
|
2
|
0.02%
|
New
|
|
|
1955
|
Teton Advisors
Rye,
New York
|
$199K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1956
|
Family Capital Trust
Peabody,
Massachusetts
|
$198K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1957
|
Artemis Wealth Advisors
New York
|
$195K
|
+$38.6K
|
2
|
0.02%
|
Increased
|
|
|
1958
|
Tradition Wealth Management
Edina,
Minnesota
|
$194K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1959
|
Baystate Wealth Management
Boston,
Massachusetts
|
$193K
|
+$13.3K
|
2
|
0.02%
|
Increased
|
|
|
1960
|
First Command Financial Services
Fort Worth,
Texas
|
$193K
|
-$7.78K
|
4
|
0.03%
|
Reduced
|
|
|
1961
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$190K
|
-$6.64K
|
2
|
0.05%
|
Reduced
|
|
|
1962
|
Central Bank & Trust
Lexington,
Kentucky
|
$189K
|
+$10.7K
|
2
|
0.03%
|
Increased
|
|
|
1963
|
First Command Bank
Fort Worth,
Texas
|
$188K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1964
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$187K
|
+$177K
|
3
|
0.07%
|
New
|
|
|
1965
|
Rockbridge Investment Management
Syracuse,
New York
|
$187K
|
$0
|
5
|
0.03%
|
Maintained
|
|
|
1966
|
Clearview Wealth Advisors
Salem,
Oregon
|
$177K
|
-$1.4K
|
5
|
0.11%
|
Reduced
|
|
|
1967
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$173K
|
-$83K
|
2
|
0.02%
|
Reduced
|
|
|
1968
|
Zions Bancorporation
Salt Lake City,
Utah
|
$173K
|
-$461K
|
6
|
0.02%
|
Reduced
|
|
|
1969
|
Alterna Wealth Management
Houston,
Texas
|
$172K
|
+$246K
|
1
|
0.14%
|
New
|
|
|
1970
|
CreativeOne Wealth
Overland Park,
Kansas
|
$172K
|
+$43.9K
|
2
|
0.01%
|
Increased
|
|
|
1971
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$171K
|
$0
|
5
|
0.08%
|
Maintained
|
|
|
1972
|
Concord Wealth Partners
Abingdon,
Virginia
|
$171K
|
+$109K
|
5
|
0.04%
|
Increased
|
|
|
1973
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$171K
|
+$159K
|
1
|
0.04%
|
New
|
|
|
1974
|
Cordasco Financial Network
Naples,
Florida
|
$170K
|
-$8.89K
|
3
|
0.11%
|
Reduced
|
|
|
1975
|
Fortis Advisors
Wayne,
Pennsylvania
|
$168K
|
$0
|
2
|
0.1%
|
Maintained
|
|