|
1951
|
Lebenthal Wealth Advisors
New York
|
$331K
|
+$321K
|
1
|
0.97%
|
New
|
|
|
1952
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$327K
|
+$60.3K
|
1
|
0.06%
|
Increased
|
|
|
1953
|
Hartford Financial Management
Hartford,
Connecticut
|
$327K
|
+$40.2K
|
2
|
0.2%
|
Increased
|
|
|
1954
|
SNS Financial Group
Minneapolis,
Minnesota
|
$327K
|
+$77K
|
1
|
0.08%
|
Increased
|
|
|
1955
|
Catalyst Capital Advisors
Huntington,
New York
|
$326K
|
+$350K
|
1
|
0.06%
|
Increased
|
|
|
1956
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$326K
|
-$34.4K
|
1
|
0.34%
|
Reduced
|
|
|
1957
|
Capital Wealth Planning
Naples,
Florida
|
$322K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1958
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$318K
|
+$289K
|
1
|
0.05%
|
New
|
|
|
1959
|
SSI Investment Management
Los Angeles,
California
|
$318K
|
+$7.05K
|
1
|
0.03%
|
Increased
|
|
|
1960
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$317K
|
+$306K
|
2
|
0.41%
|
New
|
|
|
1961
|
Ronald Blue & Co
Roswell,
Georgia
|
$316K
|
+$43.6K
|
1
|
0.01%
|
Increased
|
|
|
1962
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$316K
|
+$95.8K
|
3
|
0.02%
|
Increased
|
|
|
1963
|
Zhang Financial
Portage,
Michigan
|
$313K
|
+$4.06K
|
1
|
0.17%
|
Increased
|
|
|
1964
|
Mission Wealth Management
Santa Barbara,
California
|
$312K
|
+$6.9K
|
1
|
0.08%
|
Increased
|
|
|
1965
|
Probity Advisors
Dallas,
Texas
|
$311K
|
+$297K
|
1
|
0.14%
|
New
|
|
|
1966
|
Martin Currie
Edinburgh,
United Kingdom
|
$308K
|
+$280K
|
1
|
0.03%
|
New
|
|
|
1967
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$307K
|
+$5.06K
|
1
|
0.26%
|
Increased
|
|
|
1968
|
Northside Capital Management
Hood River,
Oregon
|
$307K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1969
|
Cue Advisory Services
Phoenix,
Arizona
|
$306K
|
-$288K
|
1
|
0.26%
|
Reduced
|
|
|
1970
|
M Holdings Securities
Portland,
Oregon
|
$302K
|
+$2.38K
|
1
|
0.15%
|
Increased
|
|
|
1971
|
Carlson Capital Management
Northfield,
Minnesota
|
$299K
|
+$11.8K
|
1
|
0.11%
|
Increased
|
|
|
1972
|
Well Done LLC
Holland,
Michigan
|
$299K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1973
|
BSW Wealth Partners
Boulder,
Colorado
|
$298K
|
+$271K
|
1
|
0.16%
|
New
|
|
|
1974
|
NCM Capital Management Group
Durham,
North Carolina
|
$298K
|
+$51.4K
|
3
|
3.63%
|
Increased
|
|
|
1975
|
Archer Capital Management
New York
|
$296K
|
+$356K
|
1
|
0.06%
|
New
|
|