|
1951
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$206K
|
+$197K
|
1
|
0.07%
|
New
|
|
|
1952
|
Townsend & Associates
Westminster,
Colorado
|
$206K
|
+$188K
|
1
|
0.1%
|
New
|
|
|
1953
|
Mason Investment Advisory Services
Reston,
Virginia
|
$205K
|
-$639K
|
1
|
0.02%
|
Reduced
|
|
|
1954
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$205K
|
-$43.7K
|
1
|
0.05%
|
Reduced
|
|
|
1955
|
Planned Solutions
Folsom,
California
|
$205K
|
-$334K
|
1
|
0.19%
|
Reduced
|
|
|
1956
|
Virtue Capital Management
Brentwood,
Tennessee
|
$205K
|
-$525K
|
1
|
0.03%
|
Reduced
|
|
|
1957
|
Diversified
Wilmington,
Delaware
|
$204K
|
+$2.48K
|
1
|
0.08%
|
Increased
|
|
|
1958
|
Fifth Lane Capital
Austin,
Texas
|
$204K
|
+$216K
|
1
|
0.13%
|
New
|
|
|
1959
|
Evermay Wealth Management
Arlington,
Virginia
|
$203K
|
-$11.1K
|
3
|
0.04%
|
Reduced
|
|
|
1960
|
JB Capital Partners
Armonk,
New York
|
$203K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1961
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$203K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1962
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$202K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1963
|
Harvest Fund Management
Beijing,
China
|
$202K
|
-$58.7K
|
6
|
0.06%
|
Reduced
|
|
|
1964
|
West Family Investments
Carlsbad,
California
|
$202K
|
-$448K
|
1
|
0.08%
|
Reduced
|
|
|
1965
|
Kelleher Financial Advisors
New York
|
$201K
|
+$191K
|
1
|
0.09%
|
New
|
|
|
1966
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$201K
|
+$190K
|
1
|
0.14%
|
New
|
|
|
1967
|
Veracity Capital
Atlanta,
Georgia
|
$201K
|
-$13.2K
|
1
|
0.11%
|
Reduced
|
|
|
1968
|
Creative Financial Designs
Kokomo,
Indiana
|
$197K
|
-$6.81K
|
5
|
0.03%
|
Reduced
|
|
|
1969
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$196K
|
+$103K
|
9
|
0.05%
|
Increased
|
|
|
1970
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$193K
|
-$11.6K
|
1
|
0.12%
|
Reduced
|
|
|
1971
|
SteelPeak Wealth
Woodland Hills,
California
|
$193K
|
+$192K
|
1
|
0.01%
|
New
|
|
|
1972
|
|
$193K
|
-$22.6K
|
1
|
0.09%
|
Reduced
|
|
|
1973
|
|
$192K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1974
|
Repertoire Partners
New York
|
$191K
|
+$13.8K
|
2
|
0.06%
|
Increased
|
|
|
1975
|
NinePointTwo Capital
Los Angeles,
California
|
$190K
|
$0
|
1
|
0.07%
|
Maintained
|
|