|
1951
|
Raffa Wealth Management
Washington,
District of Columbia
|
$78K
|
+$277
|
9
|
0.03%
|
Increased
|
|
|
1952
|
Bell Investment Advisors
Oakland,
California
|
$77K
|
+$11.4K
|
8
|
0.02%
|
Increased
|
|
|
1953
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$76K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1954
|
Orion Capital Management
Coronado,
California
|
$75K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1955
|
Petrus Trust Company
Dallas,
Texas
|
$75K
|
+$161K
|
1
|
0.01%
|
New
|
|
|
1956
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$74K
|
+$22K
|
3
|
0.02%
|
Increased
|
|
|
1957
|
Osterweis Capital Management
San Francisco,
California
|
$73K
|
+$77.4K
|
2
|
0.01%
|
New
|
|
|
1958
|
Asset Management Corp
Northbrook,
Illinois
|
$72K
|
-$7.9K
|
1
|
0.04%
|
Reduced
|
|
|
1959
|
Crewe Advisors
Salt Lake City,
Utah
|
$72K
|
+$31.7K
|
5
|
0.01%
|
Increased
|
|
|
1960
|
Leelyn Smith
Geneva,
Illinois
|
$72K
|
+$8.55K
|
2
|
0.02%
|
Increased
|
|
|
1961
|
SkyOak Wealth
Southfield,
Michigan
|
$71K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1962
|
|
$68K
|
+$77.7K
|
1
|
0.04%
|
New
|
|
|
1963
|
Country Trust Bank
Bloomington,
Illinois
|
$67K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$67K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1965
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$67K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1966
|
West Paces Advisors
Atlanta,
Georgia
|
$66.2K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1967
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$65K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1968
|
Denver PWM
Denver,
Colorado
|
$62K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1969
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$62K
|
+$78.7K
|
2
|
0.02%
|
Increased
|
|
|
1970
|
|
$62K
|
+$16.7K
|
2
|
0%
|
Increased
|
|
|
1971
|
Providence First Trust
Scottsdale,
Arizona
|
$61K
|
+$64.9K
|
1
|
0.04%
|
New
|
|
|
1972
|
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
|
$59K
|
-$43.1K
|
1
|
0.05%
|
Reduced
|
|
|
1973
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$59K
|
-$296K
|
3
|
0.01%
|
Reduced
|
|
|
1974
|
Professional Financial Advisors
North Platte,
Nebraska
|
$58K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1975
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$57K
|
+$60.9K
|
1
|
0.06%
|
New
|
|