|
1951
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$141K
|
+$134K
|
4
|
0.15%
|
New
|
|
|
1952
|
Old North State Trust
Greensboro,
North Carolina
|
$141K
|
+$50.9K
|
8
|
0.11%
|
Increased
|
|
|
1953
|
S.A. Mason
Holland,
Michigan
|
$141K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1954
|
Inspire Advisors
Meridian,
Idaho
|
$140K
|
+$123K
|
6
|
0.05%
|
New
|
|
|
1955
|
CNO Financial Group
Carmel,
Indiana
|
$137K
|
+$124K
|
1
|
0.12%
|
New
|
|
|
1956
|
ADE LLC
Baltimore,
Maryland
|
$136K
|
+$127K
|
3
|
0.11%
|
New
|
|
|
1957
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$136K
|
+$24.7K
|
1
|
0.05%
|
Increased
|
|
|
1958
|
|
$136K
|
+$52.4K
|
1
|
0.02%
|
Increased
|
|
|
1959
|
Sanders Morris Harris
Houston,
Texas
|
$134K
|
+$114K
|
1
|
0.03%
|
New
|
|
|
1960
|
Wolff Wiese Magana
Carslbad,
California
|
$133K
|
+$127K
|
7
|
0.11%
|
New
|
|
|
1961
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$132K
|
-$1.88K
|
5
|
0.05%
|
Reduced
|
|
|
1962
|
Arax Advisory Partners
Denver,
Colorado
|
$129K
|
+$28K
|
3
|
0.02%
|
Increased
|
|
|
1963
|
Firestone Capital Management
Coral Gables,
Florida
|
$128K
|
+$22.9K
|
3
|
0.05%
|
Increased
|
|
|
1964
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$128K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1965
|
AllSquare Wealth Management
Albany,
New York
|
$126K
|
-$1.38K
|
4
|
0.08%
|
Reduced
|
|
|
1966
|
Childress Capital Advisors
Houston,
Texas
|
$123K
|
+$119K
|
10
|
0.07%
|
New
|
|
|
1967
|
Delta Asset Management
Memphis,
Tennessee
|
$123K
|
+$9.32K
|
5
|
0.01%
|
Increased
|
|
|
1968
|
Column Capital Advisors
Indianapolis,
Indiana
|
$117K
|
+$33.7K
|
3
|
0.03%
|
Increased
|
|
|
1969
|
Cordasco Financial Network
Naples,
Florida
|
$117K
|
+$21.3K
|
5
|
0.09%
|
Increased
|
|
|
1970
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$113K
|
+$115K
|
1
|
0.05%
|
New
|
|
|
1971
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$113K
|
+$7.89K
|
3
|
0.06%
|
Increased
|
|
|
1972
|
TFC Financial Management
Boston,
Massachusetts
|
$113K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1973
|
Reilly Financial Advisors
La Mesa,
California
|
$112K
|
+$28K
|
8
|
0.01%
|
Increased
|
|
|
1974
|
Howe & Rusling
Rochester,
New York
|
$110K
|
+$6.69K
|
6
|
0.02%
|
Increased
|
|
|
1975
|
Neo Ivy Capital Management
New York
|
$110K
|
-$495K
|
1
|
0.12%
|
Reduced
|
|