|
1951
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$130K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1952
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$130K
|
$0
|
3
|
0.09%
|
Maintained
|
|
|
1953
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$126K
|
+$11.6K
|
1
|
0.05%
|
Increased
|
|
|
1954
|
Nicholas Company
Milwaukee,
Wisconsin
|
$125K
|
-$9.15M
|
1
|
0%
|
Reduced
|
|
|
1955
|
Grove Bank & Trust
Miami,
Florida
|
$125K
|
-$1.07K
|
3
|
0.02%
|
Reduced
|
|
|
1956
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$125K
|
+$113K
|
2
|
0.03%
|
Increased
|
|
|
1957
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$124K
|
-$1.01K
|
4
|
0.02%
|
Reduced
|
|
|
1958
|
Bourgeon Capital Management
Darien,
Connecticut
|
$124K
|
+$146K
|
1
|
0.02%
|
New
|
|
|
1959
|
Activest Wealth Management
Aventure,
Florida
|
$123K
|
-$6.19K
|
11
|
0.03%
|
Reduced
|
|
|
1960
|
Longbow Finance
Lutry,
Switzerland
|
$123K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1961
|
Horizon Investments
Charlotte,
North Carolina
|
$122K
|
-$51.8K
|
1
|
0%
|
Reduced
|
|
|
1962
|
SFMG Wealth Advisors
Plano,
Texas
|
$122K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1963
|
CGC Financial Services
Lake Oswego,
Oregon
|
$121K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1964
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$120K
|
-$6.2K
|
3
|
0.05%
|
Reduced
|
|
|
1965
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$119K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1966
|
High Note Wealth
Deephaven,
Minnesota
|
$118K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1967
|
|
$113K
|
+$133K
|
1
|
0.01%
|
New
|
|
|
1968
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$112K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1969
|
Ramirez Asset Management
New York
|
$109K
|
-$157K
|
1
|
0.02%
|
Reduced
|
|
|
1970
|
Clearstead Trust
Portland,
Maine
|
$108K
|
+$14.8K
|
7
|
0.02%
|
Increased
|
|
|
1971
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$108K
|
-$720
|
3
|
0%
|
Reduced
|
|
|
1972
|
Nelson Capital Management
Menlo Park,
California
|
$107K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1973
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$106K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1974
|
BFSG LLC
Irvine,
California
|
$105K
|
+$338
|
5
|
0.01%
|
Increased
|
|
|
1975
|
City State Bank
Norwalk,
Iowa
|
$104K
|
$0
|
2
|
0.03%
|
Maintained
|
|