|
1951
|
Wealth Architects
Mountain View,
California
|
$312K
|
-$3K
|
1
|
0.11%
|
Reduced
|
|
|
1952
|
Stableford Capital II
Scottsdale,
Arizona
|
$311K
|
-$25.3K
|
1
|
0.33%
|
Reduced
|
|
|
1953
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$311K
|
+$60.9K
|
1
|
0.23%
|
Increased
|
|
|
1954
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$310K
|
+$341K
|
1
|
0.3%
|
New
|
|
|
1955
|
Access Financial Services
Minneapolis,
Minnesota
|
$309K
|
-$67K
|
1
|
0.28%
|
Reduced
|
|
|
1956
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$309K
|
-$14.6K
|
1
|
0.18%
|
Reduced
|
|
|
1957
|
Blue Fin Capital
Warren,
Rhode Island
|
$305K
|
-$18.3K
|
1
|
0.18%
|
Reduced
|
|
|
1958
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$305K
|
-$14.5K
|
1
|
0.05%
|
Reduced
|
|
|
1959
|
American Financial Network Advisory Services
Calabasas,
California
|
$304K
|
-$34.4K
|
1
|
0.22%
|
Reduced
|
|
|
1960
|
Arcus Capital Partners
Atlanta,
Georgia
|
$304K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1961
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$302K
|
-$13.5K
|
2
|
0.22%
|
Reduced
|
|
|
1962
|
Avantax Advisory Services
Dallas,
Texas
|
$301K
|
+$330K
|
1
|
0.05%
|
New
|
|
|
1963
|
|
$301K
|
+$6.42K
|
1
|
0.04%
|
Increased
|
|
|
1964
|
GSB Wealth Management
Guilford,
Connecticut
|
$301K
|
-$14.3K
|
1
|
1.59%
|
Reduced
|
|
|
1965
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$301K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1966
|
Cooper/Haims Advisors
Victor,
New York
|
$300K
|
-$3K
|
1
|
0.21%
|
Reduced
|
|
|
1967
|
The Family Firm
Bethesda,
Maryland
|
$300K
|
-$14.2K
|
1
|
0.12%
|
Reduced
|
|
|
1968
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$299K
|
-$12.7K
|
3
|
0.27%
|
Reduced
|
|
|
1969
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$299K
|
-$27.6K
|
7
|
0.05%
|
Reduced
|
|
|
1970
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$299K
|
-$368K
|
1
|
0.05%
|
Reduced
|
|
|
1971
|
Koshinski Asset Management
Decatur,
Illinois
|
$299K
|
-$253K
|
1
|
0.07%
|
Reduced
|
|
|
1972
|
Arax Advisory Partners
Denver,
Colorado
|
$298K
|
+$6.63K
|
4
|
0.12%
|
Increased
|
|
|
1973
|
Van Strum & Towne
San Francisco,
California
|
$298K
|
-$14.1K
|
1
|
0.25%
|
Reduced
|
|
|
1974
|
Starfire Investment Advisers
Southfield,
Michigan
|
$297K
|
+$326K
|
1
|
0.16%
|
New
|
|
|
1975
|
Allworth Financial
Folsom,
California
|
$294K
|
-$4.77K
|
5
|
0.01%
|
Reduced
|
|