|
1951
|
Elmwood Wealth Management
Berkeley,
California
|
$154K
|
+$137K
|
1
|
0.07%
|
New
|
|
|
1952
|
Seldon Capital
San Francisco,
California
|
$152K
|
+$137K
|
3
|
0.1%
|
New
|
|
|
1953
|
Annapolis Financial Services
Annapolis,
Maryland
|
$150K
|
+$6.52K
|
4
|
0.05%
|
Increased
|
|
|
1954
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$148K
|
+$132K
|
1
|
0.08%
|
New
|
|
|
1955
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$147K
|
+$126K
|
2
|
0.17%
|
Increased
|
|
|
1956
|
KRS Capital Management
Bloomfield,
Michigan
|
$146K
|
+$133K
|
2
|
0.13%
|
New
|
|
|
1957
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$143K
|
-$6.03K
|
2
|
0.01%
|
Reduced
|
|
|
1958
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$142K
|
-$69.4K
|
5
|
0.01%
|
Reduced
|
|
|
1959
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$139K
|
+$126K
|
1
|
0.06%
|
New
|
|
|
1960
|
Sagefield Capital
Dallas,
Texas
|
$139K
|
+$139K
|
1
|
0.06%
|
New
|
|
|
1961
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$138K
|
+$6.63K
|
7
|
0.04%
|
Increased
|
|
|
1962
|
DeepCurrents Investment Group
New York
|
$138K
|
+$138K
|
1
|
0%
|
New
|
|
|
1963
|
LexAurum Advisors
Overland Park,
Kansas
|
$138K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1964
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$137K
|
+$20.2K
|
1
|
0.06%
|
Increased
|
|
|
1965
|
Canton Hathaway
Providence,
Rhode Island
|
$136K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1966
|
Eagle Global Advisors
Houston,
Texas
|
$136K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1967
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$135K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1968
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$134K
|
+$121K
|
7
|
0.04%
|
New
|
|
|
1969
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$134K
|
+$120K
|
2
|
0.11%
|
New
|
|
|
1970
|
Tortoise Investment Management
White Plains,
New York
|
$132K
|
+$6.43K
|
4
|
0.02%
|
Increased
|
|
|
1971
|
Stonehill Capital Management
New York
|
$129K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1972
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$126K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1973
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$125K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
McCarthy Asset Management
Redwood Shores,
California
|
$123K
|
+$2.93K
|
5
|
0.08%
|
Increased
|
|
|
1975
|
PSI Advisors
Tampa,
Florida
|
$122K
|
+$80.4K
|
3
|
0.05%
|
Increased
|
|
