|
1951
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$220K
|
-$97.7K
|
1
|
0.07%
|
Reduced
|
|
|
1952
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$220K
|
+$164K
|
1
|
0%
|
New
|
|
|
1953
|
Capital Advantage
Walnut Creek,
California
|
$219K
|
+$1.08K
|
1
|
0.06%
|
Increased
|
|
|
1954
|
MUFG Securities EMEA
London,
United Kingdom
|
$219K
|
-$722K
|
1
|
0%
|
Reduced
|
|
|
1955
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$219K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1956
|
Wintrust Investments
Chicago,
Illinois
|
$219K
|
+$206K
|
1
|
0.02%
|
New
|
|
|
1957
|
Clearview Wealth Advisors
Salem,
Oregon
|
$218K
|
+$1.03K
|
2
|
0.14%
|
Increased
|
|
|
1958
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$217K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1959
|
Mirador Capital Partners
Pleasanton,
California
|
$217K
|
-$11.4K
|
1
|
0.06%
|
Reduced
|
|
|
1960
|
Evanson Asset Management
Carmel,
California
|
$216K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
1961
|
Financial Consulate
Hunt Valley,
Maryland
|
$216K
|
+$203K
|
1
|
0.09%
|
New
|
|
|
1962
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$216K
|
-$15.8K
|
1
|
0.09%
|
Reduced
|
|
|
1963
|
Security National Bank
Omaha,
Nebraska
|
$216K
|
+$202K
|
1
|
0.06%
|
New
|
|
|
1964
|
Axiom Financial Strategies
New Albany,
Indiana
|
$215K
|
-$27.9K
|
1
|
0.11%
|
Reduced
|
|
|
1965
|
Legacy Bridge
West Des Moines,
Iowa
|
$215K
|
+$50K
|
1
|
0.14%
|
Increased
|
|
|
1966
|
Archer Investment Corporation
Carmel,
Indiana
|
$214K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1967
|
GSA Capital Partners
London,
United Kingdom
|
$214K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
1968
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$214K
|
-$4.31K
|
1
|
0.02%
|
Reduced
|
|
|
1969
|
Graypoint LLC
Albany,
New York
|
$213K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1970
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$213K
|
-$88.1K
|
1
|
0.09%
|
Reduced
|
|
|
1971
|
Total Investment Management
Scottsdale,
Arizona
|
$213K
|
+$240K
|
1
|
0.06%
|
New
|
|
|
1972
|
Tradewinds Capital Management
Bellingham,
Washington
|
$213K
|
-$20.5K
|
1
|
0.04%
|
Reduced
|
|
|
1973
|
Aspire Private Capital
Cornelius,
North Carolina
|
$212K
|
-$110K
|
1
|
0.07%
|
Reduced
|
|
|
1974
|
Monterey Private Wealth
Monterey,
California
|
$212K
|
+$188K
|
1
|
0.12%
|
New
|
|
|
1975
|
Oldfather Financial Services
Kearney,
Nebraska
|
$212K
|
+$196K
|
1
|
0.12%
|
New
|
|