|
1951
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$185K
|
+$165K
|
6
|
0.15%
|
New
|
|
|
1952
|
Apriem Advisors
Irvine,
California
|
$182K
|
-$473K
|
8
|
0.07%
|
Reduced
|
|
|
1953
|
Welch Group
Birmingham,
Alabama
|
$182K
|
-$7.26K
|
1
|
0.04%
|
Reduced
|
|
|
1954
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$181K
|
-$12.6K
|
8
|
0.15%
|
Reduced
|
|
|
1955
|
MV Capital Management
Bethesda,
Maryland
|
$180K
|
+$181K
|
6
|
0.08%
|
New
|
|
|
1956
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$179K
|
+$19.6K
|
4
|
0.08%
|
Increased
|
|
|
1957
|
Stanford Investment Group
Mountain View,
California
|
$179K
|
+$179K
|
4
|
0.15%
|
New
|
|
|
1958
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$177K
|
+$678K
|
2
|
0.14%
|
New
|
|
|
1959
|
FolioMetrix
Omaha,
Nebraska
|
$173K
|
+$174K
|
1
|
0.12%
|
New
|
|
|
1960
|
Financial Management Professionals
Austin,
Texas
|
$167K
|
-$8.13K
|
4
|
0.09%
|
Reduced
|
|
|
1961
|
Cable Hill Partners
Portland,
Oregon
|
$160K
|
+$170K
|
7
|
0.16%
|
New
|
|
|
1962
|
Capital Impact Advisors
Boston,
Massachusetts
|
$160K
|
+$173K
|
1
|
0.08%
|
Increased
|
|
|
1963
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$160K
|
-$213K
|
6
|
0.1%
|
Reduced
|
|
|
1964
|
Tompkins Financial
Ithaca,
New York
|
$154K
|
-$5.73K
|
6
|
0.04%
|
Reduced
|
|
|
1965
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$153K
|
+$159K
|
3
|
0.16%
|
New
|
|
|
1966
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$152K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1967
|
Alexandria Capital
Arlington,
Virginia
|
$151K
|
-$363
|
6
|
0.06%
|
Reduced
|
|
|
1968
|
New York Life Trust
New York
|
$149K
|
-$130K
|
1
|
0.59%
|
Reduced
|
|
|
1969
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$145K
|
+$153K
|
1
|
0.09%
|
New
|
|
|
1970
|
|
$142K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1971
|
Intersect Capital
San Ramon,
California
|
$141K
|
+$148K
|
5
|
0.12%
|
New
|
|
|
1972
|
Signet Financial Management
Parsippany,
New Jersey
|
$139K
|
+$160K
|
1
|
0.05%
|
New
|
|
|
1973
|
Tarbox Family Office
Newport Beach,
California
|
$130K
|
-$2.69K
|
4
|
0.12%
|
Reduced
|
|
|
1974
|
NCM Capital Management Group
Durham,
North Carolina
|
$129K
|
$0
|
1
|
1.45%
|
Maintained
|
|
|
1975
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$128K
|
$0
|
1
|
0.03%
|
Maintained
|
|