|
1951
|
Securian Asset Management
St Paul,
Minnesota
|
$294K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1952
|
Fund Advisors of America Inc
Orland,
Florida
|
$293K
|
-$61.7K
|
1
|
0.27%
|
Reduced
|
|
|
1953
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$292K
|
+$22.9K
|
1
|
0.01%
|
Increased
|
|
|
1954
|
Cura Wealth Advisors
Chicago,
Illinois
|
$292K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1955
|
Ponta Wealth Partners
Winter Park,
Florida
|
$292K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1956
|
ORG Wealth Partners
Dallas,
Texas
|
$291K
|
+$600
|
2
|
0.04%
|
Increased
|
|
|
1957
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$290K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1958
|
Physician Wealth Advisors
Midvale,
Utah
|
$289K
|
+$6.59K
|
16
|
0.03%
|
Increased
|
|
|
1959
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$289K
|
+$13.2K
|
1
|
0.11%
|
Increased
|
|
|
1960
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$289K
|
-$8.7K
|
1
|
0%
|
Reduced
|
|
|
1961
|
Van Diest Capital
Poly City,
Iowa
|
$287K
|
-$52.3K
|
1
|
0.26%
|
Reduced
|
|
|
1962
|
Astoria Portfolio Advisors
New York
|
$287K
|
+$274K
|
1
|
0.05%
|
New
|
|
|
1963
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$287K
|
+$35.4K
|
1
|
0.11%
|
Increased
|
|
|
1964
|
Excalibur Management
Waltham,
Massachusetts
|
$286K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1965
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$286K
|
-$20.2K
|
1
|
0.09%
|
Reduced
|
|
|
1966
|
North Star Investment Management
Chicago,
Illinois
|
$286K
|
+$50.7K
|
6
|
0.02%
|
Increased
|
|
|
1967
|
Welch Financial Planning
Boulder,
Colorado
|
$286K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1968
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$286K
|
+$20.2K
|
1
|
0.03%
|
Increased
|
|
|
1969
|
Brown Financial Advisors
Milford,
Ohio
|
$285K
|
-$1.05K
|
1
|
0.1%
|
Reduced
|
|
|
1970
|
Fire Capital Management
San Francisco,
California
|
$285K
|
+$273K
|
1
|
0.12%
|
New
|
|
|
1971
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$285K
|
+$273K
|
1
|
0.02%
|
New
|
|
|
1972
|
CAP Partners LLC
Franklin,
Tennessee
|
$284K
|
+$48.2K
|
1
|
0.14%
|
Increased
|
|
|
1973
|
First Nebraska Trust
Lincoln,
Nebraska
|
$284K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1974
|
One68 Global Capital
New York
|
$284K
|
+$299K
|
1
|
0.6%
|
New
|
|
|
1975
|
Entelevest
Coral Gables,
Florida
|
$284K
|
+$271K
|
1
|
0.24%
|
New
|
|