|
1951
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.24M
|
+$875K
|
6
|
0.24%
|
Increased
|
|
|
1952
|
NBT Bank
Norwich,
New York
|
$6.23M
|
-$664K
|
14
|
0.41%
|
Reduced
|
|
|
1953
|
Grant Private Wealth Management
Pleasanton,
California
|
$6.23M
|
+$376K
|
2
|
2.63%
|
Increased
|
|
|
1954
|
GoalVest Advisory
New York
|
$6.22M
|
-$144K
|
3
|
1.15%
|
Reduced
|
|
|
1955
|
Fire Capital Management
San Francisco,
California
|
$6.2M
|
+$426K
|
1
|
2.53%
|
Increased
|
|
|
1956
|
Lyell Wealth Management
Menlo Park,
California
|
$6.2M
|
+$3.24M
|
2
|
0.38%
|
Increased
|
|
|
1957
|
Princeton Capital Management
Red Bank,
New Jersey
|
$6.19M
|
+$165K
|
3
|
1.4%
|
Increased
|
|
|
1958
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$6.19M
|
$0
|
1
|
1.59%
|
Maintained
|
|
|
1959
|
Aviso Wealth Management
Bellevue,
Washington
|
$6.17M
|
-$131K
|
2
|
2.1%
|
Reduced
|
|
|
1960
|
MBL Wealth
Charlotte,
North Carolina
|
$6.16M
|
-$297K
|
4
|
0.42%
|
Reduced
|
|
|
1961
|
Powell Investment Advisors
Miami,
Florida
|
$6.16M
|
-$46.2K
|
3
|
1.94%
|
Reduced
|
|
|
1962
|
Formuepleje A/S
Aarhus C,
Denmark
|
$6.16M
|
+$5.82M
|
1
|
0.48%
|
New
|
|
|
1963
|
Searle & Co
Greenwich,
Connecticut
|
$6.15M
|
-$243K
|
3
|
1.38%
|
Reduced
|
|
|
1964
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6.14M
|
+$3.35K
|
12
|
0.77%
|
Increased
|
|
|
1965
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$6.14M
|
-$207K
|
2
|
2.12%
|
Reduced
|
|
|
1966
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$6.13M
|
+$110K
|
4
|
0.92%
|
Increased
|
|
|
1967
|
Financial Management Network
Mission Viejo,
California
|
$6.13M
|
+$44.5K
|
1
|
0.88%
|
Increased
|
|
|
1968
|
CVA Family Office
Denver,
Colorado
|
$6.12M
|
+$367K
|
16
|
0.55%
|
Increased
|
|
|
1969
|
Patten & Patten
Chattanooga,
Tennessee
|
$6.11M
|
+$137K
|
3
|
0.32%
|
Increased
|
|
|
1970
|
Alta Advisers
London,
United Kingdom
|
$6.11M
|
+$86.3K
|
5
|
1.39%
|
Increased
|
|
|
1971
|
Insight Wealth Strategies
San Ramon,
California
|
$6.11M
|
-$170K
|
2
|
0.6%
|
Reduced
|
|
|
1972
|
Yarbrough Capital
Franklin,
Tennessee
|
$6.11M
|
-$9.07M
|
3
|
0.18%
|
Reduced
|
|
|
1973
|
Apella Capital
West Hartford,
Connecticut
|
$6.11M
|
+$150K
|
6
|
0.09%
|
Increased
|
|
|
1974
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$6.11M
|
+$423K
|
6
|
0.38%
|
Increased
|
|
|
1975
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$6.1M
|
+$1.77M
|
3
|
0.49%
|
Increased
|
|