|
1951
|
Valley Wealth Managers
Paramus,
New Jersey
|
$241K
|
-$170K
|
1
|
0.03%
|
Reduced
|
|
|
1952
|
Evermay Wealth Management
Arlington,
Virginia
|
$240K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1953
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1954
|
Regal Investment Advisors
Kentwood,
Michigan
|
$236K
|
-$11K
|
1
|
0.06%
|
Reduced
|
|
|
1955
|
Telemetry Investments
New York
|
$236K
|
+$227K
|
1
|
0.11%
|
New
|
|
|
1956
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$235K
|
-$16.5K
|
4
|
0.11%
|
Reduced
|
|
|
1957
|
McDaniel Terry & Co
Austin,
Texas
|
$235K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1958
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$234K
|
+$157K
|
1
|
0.08%
|
Increased
|
|
|
1959
|
HCR Wealth Advisors
Los Angeles,
California
|
$234K
|
-$790K
|
1
|
0.12%
|
Reduced
|
|
|
1960
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$234K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1961
|
Cobiz Wealth
Denver,
Colorado
|
$233K
|
-$18.2K
|
1
|
0.05%
|
Reduced
|
|
|
1962
|
Alpha Cubed Investments
Irvine,
California
|
$232K
|
+$28.9K
|
1
|
0.04%
|
Increased
|
|
|
1963
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$231K
|
+$6.19K
|
15
|
0.08%
|
Increased
|
|
|
1964
|
Allworth Financial
Folsom,
California
|
$231K
|
+$20.1K
|
5
|
0.02%
|
Increased
|
|
|
1965
|
Apriem Advisors
Irvine,
California
|
$231K
|
-$23.6K
|
1
|
0.06%
|
Reduced
|
|
|
1966
|
Bison Wealth
Atlanta,
Georgia
|
$231K
|
+$6.29K
|
1
|
0.19%
|
Increased
|
|
|
1967
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$230K
|
+$426
|
1
|
0.1%
|
Increased
|
|
|
1968
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$229K
|
+$217K
|
1
|
0.03%
|
New
|
|
|
1969
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$227K
|
-$854K
|
1
|
0.07%
|
Reduced
|
|
|
1970
|
Bath Savings Trust
Bath,
Maine
|
$226K
|
-$11.7K
|
1
|
0.06%
|
Reduced
|
|
|
1971
|
Diligent Investors
Redlands,
California
|
$226K
|
+$214K
|
1
|
0.16%
|
New
|
|
|
1972
|
Forte Capital
Rochester,
New York
|
$226K
|
+$229K
|
1
|
0.07%
|
New
|
|
|
1973
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$226K
|
-$3.83K
|
1
|
0.05%
|
Reduced
|
|
|
1974
|
Private Vista
Chicago,
Illinois
|
$225K
|
+$228K
|
1
|
0.05%
|
New
|
|
|
1975
|
Avior Wealth Management
Omaha,
Nebraska
|
$223K
|
-$410K
|
4
|
0.09%
|
Reduced
|
|