|
1951
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$68K
|
-$366K
|
2
|
0.05%
|
Reduced
|
|
|
1952
|
Crewe Advisors
Salt Lake City,
Utah
|
$67K
|
+$52.1K
|
2
|
0.03%
|
Increased
|
|
|
1953
|
DFPG Investments
Sandy,
Utah
|
$66K
|
+$77.2K
|
1
|
0.04%
|
New
|
|
|
1954
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$63.7K
|
-$22.1K
|
2
|
0.04%
|
Reduced
|
|
|
1955
|
Kelleher Financial Advisors
New York
|
$63K
|
+$60.5K
|
1
|
0.06%
|
New
|
|
|
1956
|
Regal Wealth Group
Seal Beach,
California
|
$61K
|
+$56.2K
|
3
|
0.05%
|
Increased
|
|
|
1957
|
IMA Advisory Services
Denver,
Colorado
|
$60K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1958
|
Centerpoint Advisors
Needham,
Massachusetts
|
$59K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1959
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$59K
|
-$919K
|
1
|
0%
|
Reduced
|
|
|
1960
|
Payden & Rygel
Los Angeles,
California
|
$59K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1961
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$59K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1962
|
TimeScale Financial
Danvers,
Massachusetts
|
$59K
|
-$16.6K
|
4
|
0.02%
|
Reduced
|
|
|
1963
|
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
$56K
|
-$13.9K
|
1
|
0%
|
Reduced
|
|
|
1964
|
Column Capital Advisors
Indianapolis,
Indiana
|
$56K
|
-$6.19K
|
6
|
0.02%
|
Reduced
|
|
|
1965
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$56K
|
+$10.1K
|
3
|
0.02%
|
Increased
|
|
|
1966
|
Gables Capital Management
Miami,
Florida
|
$55K
|
-$6.63K
|
3
|
0.04%
|
Reduced
|
|
|
1967
|
Perkins Coie Trust Company
Seattle,
Washington
|
$55K
|
-$35.9K
|
2
|
0.02%
|
Reduced
|
|
|
1968
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$54K
|
+$290
|
3
|
0.01%
|
Increased
|
|
|
1969
|
HC Financial Advisors
Lafayette,
California
|
$53K
|
-$5.19K
|
3
|
0.04%
|
Reduced
|
|
|
1970
|
Manchester Capital Management
Manchester,
Vermont
|
$52K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1971
|
Quantum Capital Management (California)
San Francisco,
California
|
$51K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1972
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$49.2K
|
+$47.3K
|
1
|
0.03%
|
New
|
|
|
1973
|
Fortis Advisors
Wayne,
Pennsylvania
|
$49K
|
+$46.7K
|
1
|
0.05%
|
New
|
|
|
1974
|
RPG Investment Advisory
Pleasanton,
California
|
$49K
|
+$20.6K
|
3
|
0.01%
|
Increased
|
|
|
1975
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$49K
|
+$37.2K
|
3
|
0.01%
|
Increased
|
|