|
1951
|
Hollencrest Capital Management
Newport Beach,
California
|
$119K
|
+$210
|
2
|
0.01%
|
Increased
|
|
|
1952
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$117K
|
+$16.4K
|
4
|
0.01%
|
Increased
|
|
|
1953
|
Wolff Wiese Magana
Carslbad,
California
|
$117K
|
-$985
|
1
|
0.1%
|
Reduced
|
|
|
1954
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$116K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1955
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$115K
|
+$41.8K
|
2
|
0.03%
|
Increased
|
|
|
1956
|
|
$114K
|
+$112K
|
4
|
0.02%
|
Increased
|
|
|
1957
|
Bogart Wealth LLC
Mclean,
Virginia
|
$114K
|
+$9.67K
|
3
|
0.01%
|
Increased
|
|
|
1958
|
FSA Wealth Management
Needham,
Massachusetts
|
$113K
|
+$5.53K
|
3
|
0.05%
|
Increased
|
|
|
1959
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$113K
|
-$3.31M
|
2
|
0.01%
|
Reduced
|
|
|
1960
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$111K
|
-$14.5K
|
1
|
0.08%
|
Reduced
|
|
|
1961
|
Impact Partnership Wealth
Marietta,
Georgia
|
$111K
|
+$104K
|
2
|
0.04%
|
Increased
|
|
|
1962
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$110K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1963
|
First Personal Financial Services
Charlotte,
North Carolina
|
$109K
|
-$54.3K
|
1
|
0.03%
|
Reduced
|
|
|
1964
|
Evolution Advisers
Richmond,
Virginia
|
$108K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1965
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$108K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1966
|
MCF Advisors
Covington,
Kentucky
|
$106K
|
+$170
|
3
|
0.01%
|
Increased
|
|
|
1967
|
GoalVest Advisory
New York
|
$105K
|
+$36.8K
|
2
|
0.04%
|
Increased
|
|
|
1968
|
Addison Advisors
Middlebury,
Vermont
|
$103K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1969
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$103K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1970
|
Disciplina Capital Management
Nashville,
Tennessee
|
$102K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1971
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$102K
|
-$210
|
2
|
0.03%
|
Reduced
|
|
|
1972
|
Chilton Capital Management
Houston,
Texas
|
$101K
|
-$42.9K
|
2
|
0%
|
Reduced
|
|
|
1973
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$100K
|
-$460
|
3
|
0.03%
|
Reduced
|
|
|
1974
|
West Oak Capital
Westlake Village,
California
|
$100K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1975
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$97K
|
-$1.05K
|
1
|
0.01%
|
Reduced
|
|