|
1951
|
Nvest Financial
Portsmouth,
New Hampshire
|
$5.82M
|
-$28.6K
|
2
|
1.84%
|
Reduced
|
|
|
1952
|
VCI Wealth Management
St Louis,
Missouri
|
$5.82M
|
+$1.67M
|
2
|
1.46%
|
Increased
|
|
|
1953
|
Stonebridge Capital Management
Los Angeles,
California
|
$5.81M
|
-$1.2M
|
2
|
2.8%
|
Reduced
|
|
|
1954
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$5.81M
|
+$942K
|
3
|
2.45%
|
Increased
|
|
|
1955
|
Caitong International Asset Management
Hong Kong
|
$5.8M
|
-$10.6M
|
31
|
0.8%
|
Reduced
|
|
|
1956
|
North Star Investment Management
Chicago,
Illinois
|
$5.79M
|
+$2.28M
|
14
|
0.31%
|
Increased
|
|
|
1957
|
Westpac Banking Corp
Sydney,
Australia
|
$5.79M
|
-$1.95M
|
8
|
0.36%
|
Reduced
|
|
|
1958
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$5.79M
|
-$212K
|
2
|
1.41%
|
Reduced
|
|
|
1959
|
Foster Group
West Des Moines,
Iowa
|
$5.79M
|
+$22.2K
|
2
|
0.15%
|
Increased
|
|
|
1960
|
4D Advisors
Redondo Beach,
California
|
$5.79M
|
+$3.57M
|
1
|
2.22%
|
Increased
|
|
|
1961
|
Bearing Point Capital
Bloomington,
Minnesota
|
$5.79M
|
-$28.1K
|
3
|
0.78%
|
Reduced
|
|
|
1962
|
Asset Dedication LLC
San Francisco,
California
|
$5.79M
|
-$244K
|
8
|
0.36%
|
Reduced
|
|
|
1963
|
Cornerstone Planning
Charlotte,
North Carolina
|
$5.78M
|
+$149K
|
2
|
1.34%
|
Increased
|
|
|
1964
|
SageView Advisory Group
Newport Beach,
California
|
$5.78M
|
-$1.04M
|
6
|
0.19%
|
Reduced
|
|
|
1965
|
Black Swift Group
Boulder,
Colorado
|
$5.75M
|
+$1.4M
|
2
|
0.83%
|
Increased
|
|
|
1966
|
HORAN Wealth
Cincinnati,
Ohio
|
$5.74M
|
-$3.92M
|
3
|
0.72%
|
Reduced
|
|
|
1967
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$5.74M
|
+$1.37M
|
7
|
1.08%
|
Increased
|
|
|
1968
|
CNB Bank
Clearfield,
Pennsylvania
|
$5.74M
|
+$465K
|
6
|
2.24%
|
Increased
|
|
|
1969
|
Lummis Asset Management
Fort Worth,
Texas
|
$5.74M
|
-$52.2K
|
3
|
3.43%
|
Reduced
|
|
|
1970
|
Advisory Alpha
Holland,
Michigan
|
$5.73M
|
+$802K
|
9
|
0.14%
|
Increased
|
|
|
1971
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.73M
|
-$317K
|
5
|
1.26%
|
Reduced
|
|
|
1972
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$5.71M
|
+$36.8K
|
3
|
0.36%
|
Increased
|
|
|
1973
|
Main Management ETF Advisors
San Francisco,
California
|
$5.71M
|
+$148K
|
5
|
0.17%
|
Increased
|
|
|
1974
|
Park National Corp
Newark,
Ohio
|
$5.7M
|
-$71K
|
4
|
0.16%
|
Reduced
|
|
|
1975
|
Bard Associates
Chicago,
Illinois
|
$5.7M
|
-$77.2K
|
4
|
1.26%
|
Reduced
|
|