|
1951
|
Trust Asset Management
Houston,
Texas
|
$93K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1952
|
Focused Wealth Management
Newburgh,
New York
|
$92K
|
-$27.6K
|
11
|
0.05%
|
Reduced
|
|
|
1953
|
Regal Wealth Group
Seal Beach,
California
|
$92K
|
-$41.2K
|
2
|
0.09%
|
Reduced
|
|
|
1954
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$84K
|
+$60.9K
|
2
|
0.08%
|
Increased
|
|
|
1955
|
Davidson Investment Advisors
Great Falls,
Montana
|
$83K
|
+$6.67K
|
2
|
0.01%
|
Increased
|
|
|
1956
|
Apriem Advisors
Irvine,
California
|
$79K
|
-$58.2K
|
4
|
0.03%
|
Reduced
|
|
|
1957
|
Rational Advisors
Huntington,
New York
|
$77K
|
+$76.3K
|
1
|
0.05%
|
New
|
|
|
1958
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$76K
|
+$45.2K
|
2
|
0.05%
|
Increased
|
|
|
1959
|
Blume Capital Management
Berkeley,
California
|
$76K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1960
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$74K
|
+$72.8K
|
5
|
0.04%
|
New
|
|
|
1961
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$72K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1962
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$71K
|
+$29.7K
|
2
|
0.05%
|
Increased
|
|
|
1963
|
Physicians Financial Services
Raleigh,
North Carolina
|
$71K
|
+$6.2K
|
3
|
0.06%
|
Increased
|
|
|
1964
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$70K
|
+$55.6K
|
3
|
0.04%
|
Increased
|
|
|
1965
|
361 Capital
Denver,
Colorado
|
$68K
|
-$64.2K
|
1
|
0.51%
|
Reduced
|
|
|
1966
|
Oslo Asset Management AS
Oslo,
Norway
|
$68K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1967
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$67K
|
+$31.5K
|
3
|
0.06%
|
Increased
|
|
|
1968
|
Telos Capital Management
San Diego,
California
|
$66K
|
+$4K
|
1
|
0.03%
|
Increased
|
|
|
1969
|
Proficio Capital Partners
Newton,
Massachusetts
|
$64K
|
+$1.46K
|
7
|
0.05%
|
Increased
|
|
|
1970
|
Connable Office Inc
Kalamazoo,
Michigan
|
$63K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1971
|
Financial Engines Advisors
Santa Clara,
California
|
$61K
|
+$13.3K
|
1
|
0.05%
|
Increased
|
|
|
1972
|
Catamount Wealth Management
Westport,
Connecticut
|
$57K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1973
|
River Global Investors
London,
United Kingdom
|
$57K
|
-$50.9K
|
1
|
0.04%
|
Reduced
|
|
|
1974
|
Klingman & Associates
New York
|
$56K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1975
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$55K
|
$0
|
2
|
0.04%
|
Maintained
|
|