|
1951
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$80K
|
+$73.1K
|
7
|
0.08%
|
New
|
|
|
1952
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$79K
|
+$516
|
5
|
0.01%
|
Increased
|
|
|
1953
|
CKW Financial Group
Honolulu,
Hawaii
|
$79K
|
-$21.1K
|
1
|
0.01%
|
Reduced
|
|
|
1954
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$79K
|
-$5.89K
|
1
|
0.02%
|
Reduced
|
|
|
1955
|
Grassi Investment Management
Santa Clara,
California
|
$79K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1956
|
INVST
Indianapolis,
Indiana
|
$79K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1957
|
Perennial Investment Advisors
Los Angeles,
California
|
$78K
|
+$76.2K
|
1
|
0.03%
|
New
|
|
|
1958
|
Family Management
New York
|
$77K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1959
|
GW & Wade
Wellesley,
Massachusetts
|
$77K
|
-$155K
|
1
|
0%
|
Reduced
|
|
|
1960
|
Toth Financial Advisory
Leesburg,
Virginia
|
$77K
|
+$557
|
2
|
0.01%
|
Increased
|
|
|
1961
|
Financial Engines Advisors
Santa Clara,
California
|
$76K
|
+$74K
|
1
|
0%
|
New
|
|
|
1962
|
Fiduciary Planning
Englewood,
Florida
|
$75K
|
+$69.8K
|
2
|
0.11%
|
New
|
|
|
1963
|
Insight Wealth Partners
Plano,
Texas
|
$75K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1964
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$75K
|
$0
|
7
|
0.06%
|
Maintained
|
|
|
1965
|
Summit Trail Advisors
New York
|
$75K
|
-$111K
|
1
|
0.01%
|
Reduced
|
|
|
1966
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$74K
|
-$13.7K
|
5
|
0.02%
|
Reduced
|
|
|
1967
|
Covenant Asset Management
Chester,
New Jersey
|
$74K
|
+$72.4K
|
1
|
0.02%
|
New
|
|
|
1968
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$74K
|
-$3.99M
|
1
|
0.02%
|
Reduced
|
|
|
1969
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$74K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1970
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$74K
|
+$68.2K
|
1
|
0.07%
|
New
|
|
|
1971
|
American Financial Advisors
Marietta,
Georgia
|
$73K
|
+$4.09K
|
1
|
0.01%
|
Increased
|
|
|
1972
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$73K
|
+$67K
|
3
|
0.05%
|
New
|
|
|
1973
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$72K
|
+$67.1K
|
3
|
0.01%
|
New
|
|
|
1974
|
Rockbridge Investment Management
Syracuse,
New York
|
$72K
|
-$1.48K
|
3
|
0.01%
|
Reduced
|
|
|
1975
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$72K
|
-$339K
|
1
|
0.03%
|
Reduced
|
|