|
1951
|
Glassman Wealth Services
Vienna,
Virginia
|
$119K
|
+$39.2K
|
13
|
0.05%
|
Increased
|
|
|
1952
|
Bray Capital Advisors
Naples,
Florida
|
$115K
|
-$6.57K
|
2
|
0.04%
|
Reduced
|
|
|
1953
|
Firestone Capital Management
Coral Gables,
Florida
|
$113K
|
+$111K
|
2
|
0.05%
|
New
|
|
|
1954
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$113K
|
+$117K
|
3
|
0.08%
|
New
|
|
|
1955
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$112K
|
-$5.44K
|
4
|
0.05%
|
Reduced
|
|
|
1956
|
Successful Portfolios
Clearwater,
Florida
|
$112K
|
+$24.6K
|
1
|
0.1%
|
Increased
|
|
|
1957
|
Keebeck Wealth Management
Chicago,
Illinois
|
$111K
|
+$116K
|
3
|
0.04%
|
New
|
|
|
1958
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$108K
|
+$106K
|
1
|
0.03%
|
New
|
|
|
1959
|
Islay Capital Management
Lubbock,
Texas
|
$107K
|
+$92.6K
|
2
|
0.1%
|
New
|
|
|
1960
|
Lenox Wealth Advisors
New York
|
$107K
|
-$21.6K
|
6
|
0.02%
|
Reduced
|
|
|
1961
|
Credential Qtrade Securities
Vancouver,
|
$107K
|
+$4.12K
|
1
|
0.01%
|
Increased
|
|
|
1962
|
Howard Wealth Management
Madison,
Connecticut
|
$106K
|
+$108K
|
4
|
0.09%
|
New
|
|
|
1963
|
Evolution Wealth Advisors
Aventura,
Florida
|
$105K
|
+$64.9K
|
5
|
0.03%
|
Increased
|
|
|
1964
|
Leelyn Smith
Geneva,
Illinois
|
$104K
|
+$106K
|
2
|
0.05%
|
New
|
|
|
1965
|
Asset Dedication LLC
San Francisco,
California
|
$103K
|
+$23.5K
|
8
|
0.03%
|
Increased
|
|
|
1966
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$102K
|
+$99.6K
|
3
|
0.05%
|
New
|
|
|
1967
|
Global Financial Private Client
Sarasota,
Florida
|
$100K
|
+$106K
|
2
|
0.08%
|
New
|
|
|
1968
|
|
$97K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1969
|
Summit Trail Advisors
New York
|
$97K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1970
|
Ibex Investors
Denver,
Colorado
|
$95K
|
+$88.1K
|
1
|
0%
|
New
|
|
|
1971
|
Tarbox Family Office
Newport Beach,
California
|
$94K
|
+$7.83K
|
12
|
0.03%
|
Increased
|
|
|
1972
|
Macroview Investment Management
Bethesda,
Maryland
|
$91K
|
-$60.4K
|
2
|
0.19%
|
Reduced
|
|
|
1973
|
OneAscent Financial Services
Birmingham,
Alabama
|
$91K
|
+$92.7K
|
1
|
0.05%
|
New
|
|
|
1974
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$90K
|
+$98.6K
|
1
|
0.05%
|
New
|
|
|
1975
|
|
$88K
|
+$43.4K
|
7
|
0.02%
|
Increased
|
|