|
1951
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$398K
|
-$56.7K
|
1
|
0.07%
|
Reduced
|
|
|
1952
|
|
$397K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1953
|
ICICI Prudential Asset Management
Mumbai,
India
|
$392K
|
+$357K
|
1
|
0.41%
|
New
|
|
|
1954
|
LVW Advisors
Pittsford,
New York
|
$392K
|
-$190K
|
1
|
0.14%
|
Reduced
|
|
|
1955
|
Versor Investments
New York
|
$387K
|
+$333K
|
2
|
0.16%
|
New
|
|
|
1956
|
Alexandria Capital
Arlington,
Virginia
|
$385K
|
-$69K
|
5
|
0.1%
|
Reduced
|
|
|
1957
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$384K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1958
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$381K
|
+$372K
|
1
|
0.1%
|
New
|
|
|
1959
|
Clearstead Advisors
Cleveland,
Ohio
|
$380K
|
+$347K
|
1
|
0.06%
|
New
|
|
|
1960
|
King Wealth Management Group
Naples,
Florida
|
$377K
|
+$118K
|
1
|
0.17%
|
Increased
|
|
|
1961
|
|
$375K
|
-$4.7K
|
1
|
0.37%
|
Reduced
|
|
|
1962
|
Ascent Wealth Partners
New Hartford,
New York
|
$374K
|
+$323K
|
1
|
0.18%
|
New
|
|
|
1963
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$372K
|
-$574K
|
3
|
0.09%
|
Reduced
|
|
|
1964
|
Financial Advisors Network
Tustin,
California
|
$371K
|
+$339K
|
8
|
0.32%
|
New
|
|
|
1965
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$371K
|
-$3.3M
|
1
|
0.03%
|
Reduced
|
|
|
1966
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$370K
|
+$15.9K
|
1
|
0.01%
|
Increased
|
|
|
1967
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$367K
|
+$342K
|
8
|
0.33%
|
New
|
|
|
1968
|
|
$367K
|
+$359K
|
1
|
0.36%
|
New
|
|
|
1969
|
Adell Harriman & Carpenter
Houston,
Texas
|
$366K
|
-$31.2K
|
1
|
0.09%
|
Reduced
|
|
|
1970
|
InterOcean Capital
Chicago,
Illinois
|
$362K
|
-$20.8K
|
1
|
0.08%
|
Reduced
|
|
|
1971
|
First Houston Capital
Houston,
Texas
|
$361K
|
+$334K
|
1
|
0.35%
|
New
|
|
|
1972
|
SFMG Wealth Advisors
Plano,
Texas
|
$360K
|
-$57.1K
|
1
|
0.08%
|
Reduced
|
|
|
1973
|
Lincoln Capital
Lincoln,
Nebraska
|
$359K
|
-$6.3K
|
1
|
0.26%
|
Reduced
|
|
|
1974
|
Global Retirement Partners
San Rafael,
California
|
$356K
|
+$341K
|
8
|
0.24%
|
New
|
|
|
1975
|
Vicus Capital
State College,
Pennsylvania
|
$355K
|
-$49.9K
|
1
|
0.08%
|
Reduced
|
|