|
1951
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$1.74M
|
+$12.4K
|
2
|
0.13%
|
Increased
|
|
|
1952
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.74M
|
-$803K
|
3
|
0.11%
|
Reduced
|
|
|
1953
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.73M
|
-$1.2M
|
2
|
0.39%
|
Reduced
|
|
|
1954
|
Tevis Investment Management
Plano,
Texas
|
$1.73M
|
-$1.47M
|
2
|
0.95%
|
Reduced
|
|
|
1955
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$1.73M
|
-$736K
|
1
|
0.16%
|
Reduced
|
|
|
1956
|
Landaas & Company
Milwaukee,
Wisconsin
|
$1.73M
|
+$1.67M
|
1
|
0.31%
|
New
|
|
|
1957
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$1.72M
|
+$888K
|
2
|
0.77%
|
Increased
|
|
|
1958
|
Bristlecone Value Partners
Los Angeles,
California
|
$1.72M
|
-$8.47K
|
1
|
1.38%
|
Reduced
|
|
|
1959
|
American Trust
Lexington,
Kentucky
|
$1.71M
|
-$1.71M
|
2
|
0.13%
|
Reduced
|
|
|
1960
|
PDS Planning
Dublin,
Ohio
|
$1.71M
|
-$434K
|
4
|
0.1%
|
Reduced
|
|
|
1961
|
Sapient Capital
Indianapolis,
Indiana
|
$1.71M
|
-$1.04M
|
2
|
0.02%
|
Reduced
|
|
|
1962
|
Portfolio Design Labs
Encino,
California
|
$1.71M
|
-$423K
|
2
|
0.28%
|
Reduced
|
|
|
1963
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.7M
|
-$37.3K
|
1
|
0.11%
|
Reduced
|
|
|
1964
|
BFSG LLC
Irvine,
California
|
$1.7M
|
-$1.71M
|
2
|
0.15%
|
Reduced
|
|
|
1965
|
Atlas Brown
Louisville,
Kentucky
|
$1.7M
|
-$372K
|
1
|
0.46%
|
Reduced
|
|
|
1966
|
Anderson Financial Strategies
Dayton,
Ohio
|
$1.7M
|
-$329K
|
1
|
0.88%
|
Reduced
|
|
|
1967
|
Platform Technology Partners
New York
|
$1.69M
|
-$692K
|
2
|
0.28%
|
Reduced
|
|
|
1968
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.69M
|
-$539K
|
2
|
1.33%
|
Reduced
|
|
|
1969
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.69M
|
-$319K
|
1
|
0.95%
|
Reduced
|
|
|
1970
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.69M
|
-$351K
|
1
|
0.17%
|
Reduced
|
|
|
1971
|
Optimize Financial
Laguna Hills,
California
|
$1.69M
|
-$5.52K
|
4
|
0.61%
|
Reduced
|
|
|
1972
|
Sound Capital Solutions
Naples,
Florida
|
$1.69M
|
+$1.65M
|
4
|
0.4%
|
New
|
|
|
1973
|
Palisades Investment Partners
Santa Monica,
California
|
$1.69M
|
-$54.2K
|
1
|
0.48%
|
Reduced
|
|
|
1974
|
Monte Financial Group
Guilford,
Connecticut
|
$1.68M
|
+$34.6K
|
1
|
0.54%
|
Increased
|
|
|
1975
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.68M
|
+$6.47K
|
2
|
0.27%
|
Increased
|
|