|
1951
|
CKW Financial Group
Honolulu,
Hawaii
|
$63K
|
+$16K
|
1
|
0.01%
|
Increased
|
|
|
1952
|
Lagoda Investment Management
New York
|
$61K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1953
|
Virtus ETF Advisers
New York
|
$61K
|
-$46.4M
|
3
|
0.08%
|
Reduced
|
|
|
1954
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$60K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1955
|
D'Orazio & Associates
Falls Church,
Virginia
|
$58K
|
+$26.9K
|
3
|
0.02%
|
Increased
|
|
|
1956
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$58K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1957
|
Lenox Wealth Advisors
New York
|
$57K
|
+$53.7K
|
3
|
0.02%
|
Increased
|
|
|
1958
|
Third Avenue Management
New York
|
$55K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$51K
|
+$55.3K
|
1
|
0.02%
|
New
|
|
|
1960
|
Catamount Wealth Management
Westport,
Connecticut
|
$51K
|
+$40.6K
|
2
|
0.03%
|
Increased
|
|
|
1961
|
Private Ocean
San Rafael,
California
|
$45K
|
+$453
|
2
|
0.03%
|
Increased
|
|
|
1962
|
Financial Advisory Group
Houston,
Texas
|
$44K
|
+$44.9K
|
1
|
0.01%
|
Increased
|
|
|
1963
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$44K
|
+$41.1K
|
2
|
0.04%
|
New
|
|
|
1964
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$43K
|
+$41.8K
|
5
|
0.04%
|
New
|
|
|
1965
|
Omnia Family Wealth
Aventura,
Florida
|
$41K
|
+$509
|
1
|
0.02%
|
Increased
|
|
|
1966
|
Central Bank & Trust
Lexington,
Kentucky
|
$40K
|
-$8.91K
|
3
|
0.01%
|
Reduced
|
|
|
1967
|
Price Wealth
Austin,
Texas
|
$40K
|
+$41.6K
|
3
|
0.03%
|
New
|
|
|
1968
|
Litman Gregory Wealth Management
Larkspur,
California
|
$38K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1969
|
Monument Capital Management
Alexandria,
Virginia
|
$37K
|
+$40.9K
|
1
|
0.03%
|
New
|
|
|
1970
|
Virtue Capital Management
Brentwood,
Tennessee
|
$37K
|
+$37.1K
|
3
|
0.02%
|
New
|
|
|
1971
|
Cove Street Capital
El Segundo,
California
|
$36K
|
+$34K
|
1
|
0%
|
New
|
|
|
1972
|
Barnett & Company
Chattanooga,
Tennessee
|
$35K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1973
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$35K
|
-$70K
|
1
|
0.01%
|
Reduced
|
|
|
1974
|
Asset Dedication LLC
San Francisco,
California
|
$33K
|
+$32.9K
|
2
|
0.01%
|
New
|
|
|
1975
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$33K
|
-$10.5K
|
2
|
0.01%
|
Reduced
|
|