|
1951
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$1.54M
|
-$1.32M
|
1
|
0.17%
|
Reduced
|
|
|
1952
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.54M
|
+$94.1K
|
2
|
0.09%
|
Increased
|
|
|
1953
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.54M
|
+$6.05K
|
1
|
0.25%
|
Increased
|
|
|
1954
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$1.53M
|
-$1.09M
|
1
|
1.36%
|
Reduced
|
|
|
1955
|
Axiom Investment Management
New York
|
$1.53M
|
-$1.54M
|
4
|
1.02%
|
Reduced
|
|
|
1956
|
InvesTrust
Oklahoma City,
Oklahoma
|
$1.51M
|
$0
|
1
|
0.58%
|
Maintained
|
|
|
1957
|
Roundview Capital
Princeton,
New Jersey
|
$1.5M
|
-$1.47M
|
1
|
0.08%
|
Reduced
|
|
|
1958
|
Truvestments Capital
Sarasota,
Florida
|
$1.5M
|
+$119K
|
3
|
0.22%
|
Increased
|
|
|
1959
|
Old Port Advisors
Portland,
Maine
|
$1.5M
|
-$1.21M
|
2
|
0.3%
|
Reduced
|
|
|
1960
|
FNY Investment Advisers
New York
|
$1.5M
|
+$253K
|
3
|
0.54%
|
Increased
|
|
|
1961
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.49M
|
-$855K
|
2
|
0.61%
|
Reduced
|
|
|
1962
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.49M
|
+$19.7K
|
3
|
0.15%
|
Increased
|
|
|
1963
|
Carmel Capital Partners
San Diego,
California
|
$1.49M
|
-$1.63M
|
1
|
0.49%
|
Reduced
|
|
|
1964
|
Washington Capital Management
Seattle,
Washington
|
$1.49M
|
-$9.85K
|
1
|
0.98%
|
Reduced
|
|
|
1965
|
Clune & Associates
Chicago,
Illinois
|
$1.49M
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1966
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.49M
|
+$307K
|
3
|
0.04%
|
Increased
|
|
|
1967
|
Magnus Financial Group
New York
|
$1.49M
|
-$1.16M
|
2
|
0.11%
|
Reduced
|
|
|
1968
|
American Money Management
Rancho Santa Fe,
California
|
$1.49M
|
-$1.51M
|
1
|
0.21%
|
Reduced
|
|
|
1969
|
IFG Advisory
Atlanta,
Georgia
|
$1.48M
|
+$1.42M
|
4
|
0.05%
|
Increased
|
|
|
1970
|
Focused Wealth Management
Newburgh,
New York
|
$1.48M
|
-$1.31M
|
3
|
0.13%
|
Reduced
|
|
|
1971
|
Petros Family Wealth
Bloomington,
Minnesota
|
$1.48M
|
-$145K
|
1
|
0.91%
|
Reduced
|
|
|
1972
|
Shuttleworth & Co
Powell,
Ohio
|
$1.48M
|
-$4.64K
|
1
|
1.18%
|
Reduced
|
|
|
1973
|
Promethium Advisors
Bethesda,
Maryland
|
$1.48M
|
$0
|
1
|
0.71%
|
Maintained
|
|
|
1974
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$1.48M
|
-$444K
|
2
|
0.23%
|
Reduced
|
|
|
1975
|
BlueCrest Capital Management
St Helier,
Jersey
|
$1.48M
|
-$759K
|
1
|
0.05%
|
Reduced
|
|