|
1951
|
Ronald Blue & Co
Roswell,
Georgia
|
$485K
|
-$1.04M
|
1
|
0.03%
|
Reduced
|
|
|
1952
|
TMD & Associates
Scottsdale,
Arizona
|
$485K
|
+$476K
|
1
|
0.44%
|
New
|
|
|
1953
|
|
$479K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1954
|
FCG Advisors
Chatham,
New Jersey
|
$479K
|
-$4.17K
|
1
|
0.29%
|
Reduced
|
|
|
1955
|
Polen Capital Management
Boca Raton,
Florida
|
$476K
|
+$239K
|
1
|
0.01%
|
Increased
|
|
|
1956
|
Thomasville National Bank
Thomasville,
Georgia
|
$474K
|
+$50K
|
1
|
0.17%
|
Increased
|
|
|
1957
|
Cahill Financial Advisors
Edina,
Minnesota
|
$472K
|
-$24.4K
|
2
|
0.39%
|
Reduced
|
|
|
1958
|
TCI Wealth Advisors
Tucson,
Arizona
|
$471K
|
+$38.3K
|
6
|
0.26%
|
Increased
|
|
|
1959
|
|
$469K
|
-$6.93K
|
1
|
0.08%
|
Reduced
|
|
|
1960
|
Delta Asset Management
Memphis,
Tennessee
|
$469K
|
-$4.38K
|
2
|
0.09%
|
Reduced
|
|
|
1961
|
EP Wealth Advisors
Torrance,
California
|
$469K
|
+$107K
|
2
|
0.08%
|
Increased
|
|
|
1962
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$469K
|
+$478K
|
1
|
0.53%
|
New
|
|
|
1963
|
Personal Capital Advisors
Redwood City,
California
|
$467K
|
+$110K
|
1
|
0.03%
|
Increased
|
|
|
1964
|
Rench Wealth Management
Denton,
Texas
|
$467K
|
+$46.9K
|
1
|
0.4%
|
Increased
|
|
|
1965
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$466K
|
+$566K
|
1
|
0.51%
|
New
|
|
|
1966
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$465K
|
+$2.23K
|
1
|
0.46%
|
Increased
|
|
|
1967
|
Vicus Capital
State College,
Pennsylvania
|
$464K
|
+$257K
|
1
|
0.12%
|
Increased
|
|
|
1968
|
Mission Wealth Management
Santa Barbara,
California
|
$462K
|
+$16.3K
|
1
|
0.13%
|
Increased
|
|
|
1969
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$462K
|
-$41.1K
|
3
|
0.39%
|
Reduced
|
|
|
1970
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$461K
|
-$80.5K
|
2
|
0.59%
|
Reduced
|
|
|
1971
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$461K
|
-$304K
|
1
|
0.18%
|
Reduced
|
|
|
1972
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$461K
|
+$89.6K
|
1
|
0.21%
|
Increased
|
|
|
1973
|
Stone Ridge Asset Management
New York
|
$460K
|
-$286K
|
2
|
1.56%
|
Reduced
|
|
|
1974
|
Ensemble Capital Management
San Francisco,
California
|
$459K
|
-$138K
|
1
|
0.14%
|
Reduced
|
|
|
1975
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$457K
|
-$107K
|
5
|
0.34%
|
Reduced
|
|