|
1951
|
Highlander Capital Management
Short Hills,
New Jersey
|
$116K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1952
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$114K
|
+$58.8K
|
1
|
0.08%
|
Increased
|
|
|
1953
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$113K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1954
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$111K
|
+$43.4K
|
3
|
0.06%
|
Increased
|
|
|
1955
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$110K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1956
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$109K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1957
|
Landaas & Company
Milwaukee,
Wisconsin
|
$104K
|
+$102K
|
2
|
0.09%
|
New
|
|
|
1958
|
Creative Financial Designs
Kokomo,
Indiana
|
$103K
|
+$63K
|
6
|
0.06%
|
Increased
|
|
|
1959
|
D. Scott Neal
Lexington,
Kentucky
|
$103K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1960
|
Veritas Investment Management
London,
United Kingdom
|
$103K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1961
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$102K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1962
|
Hefty Wealth Partners
Auburn,
Indiana
|
$98K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1963
|
American Research & Management Company
Marion,
Massachusetts
|
$93K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1964
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$93K
|
+$35.1K
|
1
|
0.02%
|
Increased
|
|
|
1965
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$93K
|
+$67.2K
|
2
|
0.05%
|
Increased
|
|
|
1966
|
MV Capital Management
Bethesda,
Maryland
|
$90K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1967
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$89K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1968
|
Trust Company
Manhattan,
Kansas
|
$86K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1969
|
Baystate Wealth Management
Boston,
Massachusetts
|
$84K
|
-$30.4K
|
4
|
0.01%
|
Reduced
|
|
|
1970
|
FNY Managed Accounts
New York
|
$83K
|
+$81.5K
|
4
|
0.11%
|
New
|
|
|
1971
|
Tarbox Family Office
Newport Beach,
California
|
$80K
|
+$5.54K
|
5
|
0.04%
|
Increased
|
|
|
1972
|
CKW Financial Group
Honolulu,
Hawaii
|
$78K
|
-$67.5K
|
1
|
0.02%
|
Reduced
|
|
|
1973
|
QCI Asset Management
Pittsford,
New York
|
$78K
|
-$3.47K
|
2
|
0.01%
|
Reduced
|
|
|
1974
|
Cordasco Financial Network
Naples,
Florida
|
$77K
|
-$2K
|
1
|
0.08%
|
Reduced
|
|
|
1975
|
Edge Wealth Management
New York
|
$76K
|
$0
|
3
|
0.02%
|
Maintained
|
|