|
1951
|
Old North State Trust
Greensboro,
North Carolina
|
$183K
|
+$18.9K
|
3
|
0.14%
|
Increased
|
|
|
1952
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$182K
|
-$45.7K
|
2
|
0.05%
|
Reduced
|
|
|
1953
|
Sonora Investment Management
Tucson,
Arizona
|
$181K
|
+$48.1K
|
4
|
0.02%
|
Increased
|
|
|
1954
|
Sterling Financial Planning
Sparta,
New Jersey
|
$175K
|
+$134K
|
3
|
0.11%
|
Increased
|
|
|
1955
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$173K
|
+$12.4K
|
1
|
0.03%
|
Increased
|
|
|
1956
|
TCI Wealth Advisors
Tucson,
Arizona
|
$173K
|
+$17.6K
|
28
|
0.03%
|
Increased
|
|
|
1957
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$171K
|
+$3.79K
|
5
|
0.06%
|
Increased
|
|
|
1958
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$171K
|
+$68.6K
|
1
|
0.06%
|
Increased
|
|
|
1959
|
CVA Family Office
Denver,
Colorado
|
$169K
|
+$37.4K
|
2
|
0.05%
|
Increased
|
|
|
1960
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$168K
|
+$19.6K
|
1
|
0.1%
|
Increased
|
|
|
1961
|
|
$166K
|
+$131K
|
2
|
0.15%
|
New
|
|
|
1962
|
Evolution Wealth Advisors
Aventura,
Florida
|
$166K
|
-$2.28K
|
9
|
0.03%
|
Reduced
|
|
|
1963
|
Allworth Financial
Folsom,
California
|
$165K
|
+$21.1K
|
10
|
0%
|
Increased
|
|
|
1964
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$165K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1965
|
CKW Financial Group
Honolulu,
Hawaii
|
$164K
|
+$18.9K
|
2
|
0.03%
|
Increased
|
|
|
1966
|
Duncker Streett & Co
St. Louis,
Missouri
|
$158K
|
-$136K
|
1
|
0.03%
|
Reduced
|
|
|
1967
|
Lombard Odier Asset Management (USA)
New York
|
$154K
|
-$3.88M
|
1
|
0.01%
|
Reduced
|
|
|
1968
|
Matthew Hamilton Rosenberg
|
$154K
|
+$15.1K
|
2
|
0.08%
|
Increased
|
|
|
1969
|
Manchester Capital Management
Manchester,
Vermont
|
$153K
|
+$16.5K
|
3
|
0.02%
|
Increased
|
|
|
1970
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$152K
|
+$66.7K
|
4
|
0.04%
|
Increased
|
|
|
1971
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$148K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1972
|
Garde Capital
Seattle,
Washington
|
$147K
|
+$6.81K
|
1
|
0.02%
|
Increased
|
|
|
1973
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$146K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1974
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$142K
|
-$80.6K
|
5
|
0.06%
|
Reduced
|
|
|
1975
|
Tarbox Family Office
Newport Beach,
California
|
$140K
|
+$131K
|
7
|
0.03%
|
Increased
|
|