|
1951
|
Segment Wealth Management
Houston,
Texas
|
$215K
|
+$209K
|
1
|
0.06%
|
New
|
|
|
1952
|
Foundation Resource Management
Little Rock,
Arkansas
|
$214K
|
+$208K
|
1
|
0.04%
|
New
|
|
|
1953
|
Proficio Capital Partners
Newton,
Massachusetts
|
$214K
|
+$17.5K
|
5
|
0.09%
|
Increased
|
|
|
1954
|
Chilton Capital Management
Houston,
Texas
|
$212K
|
-$8.46K
|
1
|
0.02%
|
Reduced
|
|
|
1955
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$212K
|
-$7.12K
|
1
|
0.07%
|
Reduced
|
|
|
1956
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$209K
|
+$204K
|
1
|
0.09%
|
New
|
|
|
1957
|
AFAM Capital
Austin,
Texas
|
$208K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
1958
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$208K
|
-$4K
|
4
|
0.09%
|
Reduced
|
|
|
1959
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$208K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1960
|
Marietta Wealth Management
Marietta,
Georgia
|
$206K
|
+$204K
|
1
|
0.13%
|
New
|
|
|
1961
|
Private Vista
Chicago,
Illinois
|
$204K
|
+$199K
|
1
|
0.05%
|
New
|
|
|
1962
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$203K
|
-$596K
|
1
|
0.07%
|
Reduced
|
|
|
1963
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$203K
|
+$199K
|
4
|
0.2%
|
New
|
|
|
1964
|
RPG Investment Advisory
Pleasanton,
California
|
$202K
|
+$196K
|
2
|
0.06%
|
New
|
|
|
1965
|
Greystone Investment Management
Cincinnati,
Ohio
|
$201K
|
+$196K
|
1
|
0.1%
|
New
|
|
|
1966
|
Winslow Asset Management
Beachwood,
Ohio
|
$201K
|
+$196K
|
1
|
0.04%
|
New
|
|
|
1967
|
Sonora Investment Management
Tucson,
Arizona
|
$194K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1968
|
Tortoise Investment Management
White Plains,
New York
|
$193K
|
-$12.3K
|
2
|
0.06%
|
Reduced
|
|
|
1969
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$191K
|
+$19K
|
2
|
0.07%
|
Increased
|
|
|
1970
|
V Wealth Advisors
Overland Park,
Kansas
|
$191K
|
+$187K
|
3
|
0.09%
|
New
|
|
|
1971
|
MCF Advisors
Covington,
Kentucky
|
$188K
|
-$27.9K
|
4
|
0.04%
|
Reduced
|
|
|
1972
|
Petrus Trust Company
Dallas,
Texas
|
$188K
|
-$267K
|
1
|
0.04%
|
Reduced
|
|
|
1973
|
Creative Financial Designs
Kokomo,
Indiana
|
$181K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1974
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$176K
|
-$18.3K
|
2
|
0.13%
|
Reduced
|
|
|
1975
|
Boulegeris Investments
Sandy Springs,
Georgia
|
$175K
|
+$6.21K
|
1
|
0.1%
|
Increased
|
|