|
1951
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$300K
|
-$882
|
3
|
0.14%
|
Reduced
|
|
|
1952
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$297K
|
+$279K
|
3
|
0.12%
|
New
|
|
|
1953
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$295K
|
-$215K
|
1
|
0.06%
|
Reduced
|
|
|
1954
|
LVW Advisors
Pittsford,
New York
|
$295K
|
+$90.3K
|
1
|
0.07%
|
Increased
|
|
|
1955
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$295K
|
+$55.6K
|
4
|
0%
|
Increased
|
|
|
1956
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$293K
|
+$282K
|
1
|
0.28%
|
New
|
|
|
1957
|
Allred Capital Management
Dallas,
Texas
|
$292K
|
+$278K
|
5
|
0.16%
|
New
|
|
|
1958
|
Ranch Capital Advisors
Sarasota,
Florida
|
$292K
|
+$140K
|
6
|
0.24%
|
Increased
|
|
|
1959
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$292K
|
-$4.12K
|
1
|
0.09%
|
Reduced
|
|
|
1960
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$292K
|
-$281K
|
4
|
0.13%
|
Reduced
|
|
|
1961
|
EPG Wealth Management
Atlanta,
Georgia
|
$291K
|
+$274K
|
6
|
0.21%
|
New
|
|
|
1962
|
Alta Capital Management
Salt Lake City,
Utah
|
$289K
|
-$4.41K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$289K
|
+$273K
|
4
|
0.21%
|
New
|
|
|
1964
|
RB Capital Management
Reno,
Nevada
|
$289K
|
+$50.2K
|
1
|
0.16%
|
Increased
|
|
|
1965
|
Ford Financial Group
Fresno,
California
|
$288K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1966
|
Heron Financial Group
New York
|
$288K
|
+$288K
|
1
|
0.24%
|
New
|
|
|
1967
|
One Capital Management
Westlake Village,
California
|
$288K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1968
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$288K
|
+$264K
|
1
|
0.08%
|
New
|
|
|
1969
|
Personal CFO Solutions
Chester,
New Jersey
|
$287K
|
+$83.6K
|
1
|
0.08%
|
Increased
|
|
|
1970
|
Ballast Inc
Lexington,
Kentucky
|
$286K
|
+$259K
|
1
|
0.16%
|
New
|
|
|
1971
|
Raffa Wealth Management
Washington,
District of Columbia
|
$285K
|
$0
|
6
|
0.1%
|
Maintained
|
|
|
1972
|
LifeSteps Financial
Claremont,
California
|
$284K
|
+$275K
|
1
|
0.27%
|
New
|
|
|
1973
|
Penobscot Investment Management
Boston,
Massachusetts
|
$284K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1974
|
RMR Wealth Builders
Montclair,
New Jersey
|
$283K
|
+$261K
|
4
|
0.27%
|
New
|
|
|
1975
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$282K
|
+$255K
|
1
|
0.05%
|
New
|
|