|
1951
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$450K
|
+$410K
|
1
|
0.04%
|
New
|
|
|
1952
|
Victrix Investment Advisors
Stuart,
Florida
|
$447K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1953
|
Canal Capital Management
Richmond,
Virginia
|
$446K
|
+$11.6K
|
1
|
0.05%
|
Increased
|
|
|
1954
|
KKM Financial
Chicago,
Illinois
|
$445K
|
+$406K
|
1
|
0.06%
|
New
|
|
|
1955
|
Fortem Financial Group
Palm Desert,
California
|
$444K
|
+$405K
|
1
|
0.09%
|
New
|
|
|
1956
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$443K
|
-$36.3K
|
1
|
0.19%
|
Reduced
|
|
|
1957
|
|
$442K
|
+$56.3K
|
2
|
0.02%
|
Increased
|
|
|
1958
|
BlackDiamond Wealth Management
New York
|
$441K
|
-$101K
|
1
|
0.18%
|
Reduced
|
|
|
1959
|
Advantage Trust Company
Salina,
Kansas
|
$441K
|
+$92.7K
|
1
|
0.16%
|
Increased
|
|
|
1960
|
Maxele Advisors
Webster Groves,
Missouri
|
$440K
|
+$402K
|
1
|
0.31%
|
New
|
|
|
1961
|
Collective Family Office
York,
Pennsylvania
|
$440K
|
-$15.6K
|
1
|
0.09%
|
Reduced
|
|
|
1962
|
Shearwater Capital
Denver,
Colorado
|
$439K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1963
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$437K
|
+$49.8K
|
1
|
0.04%
|
Increased
|
|
|
1964
|
First United Bank & Trust
Oakland,
Maryland
|
$437K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1965
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$436K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1966
|
Invera Wealth Advisors
Bend,
Oregon
|
$435K
|
+$397K
|
1
|
0.23%
|
New
|
|
|
1967
|
Viewpoint Capital Management
Seattle,
Washington
|
$435K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1968
|
Providence First Trust
Scottsdale,
Arizona
|
$435K
|
+$397K
|
1
|
0.12%
|
New
|
|
|
1969
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$434K
|
+$1.16K
|
1
|
0.03%
|
Increased
|
|
|
1970
|
OneFund LLC
Saint Petersburg,
Florida
|
$433K
|
-$5.21K
|
1
|
0.25%
|
Reduced
|
|
|
1971
|
Bay Colony Advisors
Concord,
Massachusetts
|
$433K
|
+$156K
|
1
|
0.05%
|
Increased
|
|
|
1972
|
Golden State Wealth Management
Santa Ana,
California
|
$432K
|
+$1.74K
|
1
|
0.04%
|
Increased
|
|
|
1973
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$431K
|
+$42.9K
|
1
|
0.02%
|
Increased
|
|
|
1974
|
Sigma Investment Counselors
Northville,
Michigan
|
$431K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1975
|
AG Asset Advisory
Los Angeles,
California
|
$431K
|
$0
|
1
|
0.35%
|
Maintained
|
|