|
1951
|
Centerpoint Advisors
Needham,
Massachusetts
|
$89K
|
-$54.4K
|
4
|
0.07%
|
Reduced
|
|
|
1952
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$88K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1953
|
Matisse Capital
Portland,
Oregon
|
$88K
|
-$5.8K
|
1
|
0.08%
|
Reduced
|
|
|
1954
|
McIlrath & Eck
Arlington,
Washington
|
$87K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1955
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$85K
|
+$18.1K
|
4
|
0.03%
|
Increased
|
|
|
1956
|
Spectrum Management Group
Indianapolis,
Indiana
|
$84K
|
-$116K
|
1
|
0.03%
|
Reduced
|
|
|
1957
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$81K
|
+$66.2K
|
4
|
0.05%
|
Increased
|
|
|
1958
|
West Paces Advisors
Atlanta,
Georgia
|
$80.9K
|
-$15.8K
|
4
|
0.06%
|
Reduced
|
|
|
1959
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$80K
|
-$16K
|
1
|
0.02%
|
Reduced
|
|
|
1960
|
MV Capital Management
Bethesda,
Maryland
|
$80K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1961
|
Barnett & Company
Chattanooga,
Tennessee
|
$79K
|
+$13.8K
|
2
|
0.04%
|
Increased
|
|
|
1962
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$79K
|
-$277
|
4
|
0.03%
|
Reduced
|
|
|
1963
|
Lee Financial
Dallas,
Texas
|
$75K
|
-$153K
|
3
|
0.02%
|
Reduced
|
|
|
1964
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$75K
|
-$230K
|
7
|
0.03%
|
Reduced
|
|
|
1965
|
Canton Hathaway
Providence,
Rhode Island
|
$74K
|
+$74.3K
|
1
|
0.05%
|
New
|
|
|
1966
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$74K
|
+$92
|
2
|
0.06%
|
Increased
|
|
|
1967
|
WealthTrust Fairport
Cleveland,
Ohio
|
$73K
|
+$4.88K
|
3
|
0.01%
|
Increased
|
|
|
1968
|
Founders Capital Management (Texas)
Houston,
Texas
|
$72K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1969
|
Teton Advisors
Rye,
New York
|
$72K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1970
|
Pflug Koory
Omaha,
Nebraska
|
$70K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1971
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$69K
|
+$767
|
3
|
0.02%
|
Increased
|
|
|
1972
|
Sonora Investment Management
Tucson,
Arizona
|
$67K
|
-$21.4K
|
3
|
0.01%
|
Reduced
|
|
|
1973
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$66K
|
+$4.55K
|
6
|
0.05%
|
Increased
|
|
|
1974
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$63K
|
+$62.4K
|
1
|
0.05%
|
New
|
|
|
1975
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$62K
|
+$65.2K
|
1
|
0.05%
|
New
|
|