|
1951
|
Bogart Wealth LLC
Mclean,
Virginia
|
$57K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1952
|
D'Orazio & Associates
Falls Church,
Virginia
|
$57K
|
-$3K
|
2
|
0.02%
|
Reduced
|
|
|
1953
|
Third Avenue Management
New York
|
$57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
CKW Financial Group
Honolulu,
Hawaii
|
$56K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1955
|
Lucia Wealth Services
San Diego,
California
|
$56K
|
+$53.5K
|
2
|
0.02%
|
New
|
|
|
1956
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$55K
|
-$650K
|
1
|
0.01%
|
Reduced
|
|
|
1957
|
Signet Financial Management
Parsippany,
New Jersey
|
$55K
|
+$57.8K
|
3
|
0.01%
|
New
|
|
|
1958
|
Catamount Wealth Management
Westport,
Connecticut
|
$54K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1959
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$54K
|
-$29.1M
|
1
|
0%
|
Reduced
|
|
|
1960
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$54K
|
-$594K
|
1
|
0.01%
|
Reduced
|
|
|
1961
|
WealthTrust Fairport
Cleveland,
Ohio
|
$54K
|
+$53.1K
|
3
|
0.01%
|
New
|
|
|
1962
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$53K
|
-$26.2K
|
1
|
0.01%
|
Reduced
|
|
|
1963
|
Litman Gregory Wealth Management
Larkspur,
California
|
$52K
|
+$11.1K
|
1
|
0.02%
|
Increased
|
|
|
1964
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$52K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1965
|
American National Bank & Trust
Wichita Falls,
Texas
|
$51K
|
-$330K
|
2
|
0.01%
|
Reduced
|
|
|
1966
|
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
$51K
|
+$49.6K
|
1
|
0%
|
New
|
|
|
1967
|
|
$50K
|
-$140K
|
1
|
0.03%
|
Reduced
|
|
|
1968
|
Arlington Partners
Birmingham,
Alabama
|
$47K
|
+$45.2K
|
1
|
0.04%
|
New
|
|
|
1969
|
Lagoda Investment Management
New York
|
$47K
|
-$17.8K
|
1
|
0.02%
|
Reduced
|
|
|
1970
|
Tarbox Family Office
Newport Beach,
California
|
$47K
|
-$70K
|
3
|
0.02%
|
Reduced
|
|
|
1971
|
Virtus ETF Advisers
New York
|
$46K
|
-$15.5K
|
3
|
0.04%
|
Reduced
|
|
|
1972
|
Opera Trading Capital
Paris,
France
|
$44K
|
+$43.2K
|
1
|
0%
|
New
|
|
|
1973
|
Princeton Capital Management
Red Bank,
New Jersey
|
$39K
|
+$38.4K
|
2
|
0.02%
|
New
|
|
|
1974
|
Monument Capital Management
Alexandria,
Virginia
|
$38K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1975
|
Cordasco Financial Network
Naples,
Florida
|
$37K
|
+$28.3K
|
2
|
0.04%
|
Increased
|
|