|
1951
|
The Family Firm
Bethesda,
Maryland
|
$328K
|
+$134
|
1
|
0.13%
|
Increased
|
|
|
1952
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$326K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1953
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$321K
|
-$79.3K
|
1
|
0.06%
|
Reduced
|
|
|
1954
|
Global Retirement Partners
San Rafael,
California
|
$320K
|
+$60.9K
|
7
|
0.09%
|
Increased
|
|
|
1955
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$319K
|
+$14.9K
|
1
|
0.06%
|
Increased
|
|
|
1956
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$318K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1957
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$318K
|
-$120K
|
1
|
0.1%
|
Reduced
|
|
|
1958
|
RWA Wealth Partners
Newton,
Massachusetts
|
$317K
|
+$11.1K
|
1
|
0.04%
|
Increased
|
|
|
1959
|
Focused Wealth Management
Newburgh,
New York
|
$316K
|
+$39K
|
4
|
0.1%
|
Increased
|
|
|
1960
|
Newport Wealth Strategies
Irvine,
California
|
$316K
|
+$293K
|
1
|
0.23%
|
New
|
|
|
1961
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$312K
|
-$36.4K
|
1
|
0.08%
|
Reduced
|
|
|
1962
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$310K
|
+$300K
|
2
|
0.22%
|
New
|
|
|
1963
|
|
$310K
|
+$292K
|
1
|
0%
|
New
|
|
|
1964
|
AIMZ Investment Advisors
Los Altos,
California
|
$309K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1965
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$309K
|
-$21.7K
|
3
|
0.11%
|
Reduced
|
|
|
1966
|
|
$307K
|
+$298K
|
1
|
1.46%
|
New
|
|
|
1967
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$307K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1968
|
Lau Associates
Greenville,
Delaware
|
$307K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1969
|
Taurus Asset Management
New York
|
$307K
|
+$297K
|
1
|
0.05%
|
New
|
|
|
1970
|
Klingman & Associates
New York
|
$306K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1971
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$306K
|
-$198K
|
1
|
0.34%
|
Reduced
|
|
|
1972
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$304K
|
-$6.52K
|
1
|
0.09%
|
Reduced
|
|
|
1973
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$303K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1974
|
Kalos Management
Alpharetta,
Georgia
|
$302K
|
+$25.2K
|
1
|
0.14%
|
Increased
|
|
|
1975
|
Renaissance Group
Covington,
Kentucky
|
$302K
|
+$5.92K
|
1
|
0.01%
|
Increased
|
|