|
1951
|
Duality Advisers
Miami,
Florida
|
$315K
|
-$4.92M
|
1
|
0.04%
|
Reduced
|
|
|
1952
|
L2 Asset Management
Wayland,
Massachusetts
|
$314K
|
+$11.4K
|
1
|
0.15%
|
Increased
|
|
|
1953
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$314K
|
+$1.03K
|
1
|
0.07%
|
Increased
|
|
|
1954
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$313K
|
-$774
|
1
|
0.06%
|
Reduced
|
|
|
1955
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$312K
|
+$7.87K
|
1
|
0.07%
|
Increased
|
|
|
1956
|
Austin Private Wealth
Austin,
Texas
|
$311K
|
-$76.1K
|
1
|
0.05%
|
Reduced
|
|
|
1957
|
Center for Financial Planning
Southfied,
Michigan
|
$311K
|
-$34.3K
|
1
|
0.07%
|
Reduced
|
|
|
1958
|
Novare Capital Management
Charlotte,
North Carolina
|
$311K
|
+$903
|
1
|
0.03%
|
Increased
|
|
|
1959
|
Bank of Stockton
Stockton,
California
|
$310K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1960
|
Apella Capital
West Hartford,
Connecticut
|
$309K
|
+$298K
|
1
|
0.02%
|
New
|
|
|
1961
|
CNB Bank
Clearfield,
Pennsylvania
|
$309K
|
+$66.6K
|
1
|
0.18%
|
Increased
|
|
|
1962
|
Investment Advisory Group
Hanover,
Massachusetts
|
$308K
|
+$28.5K
|
1
|
0.16%
|
Increased
|
|
|
1963
|
Sherbrooke Park Advisers
White Plains,
New York
|
$308K
|
-$581K
|
1
|
0.16%
|
Reduced
|
|
|
1964
|
Merriman Wealth Management
Seattle,
Washington
|
$307K
|
-$645
|
1
|
0.02%
|
Reduced
|
|
|
1965
|
Mattern Wealth Management
Lawrence,
Kansas
|
$307K
|
-$4.39K
|
1
|
0.09%
|
Reduced
|
|
|
1966
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$306K
|
-$35.5K
|
1
|
0.03%
|
Reduced
|
|
|
1967
|
Financial Advisors
Andover,
Massachusetts
|
$306K
|
+$97.7K
|
1
|
0.07%
|
Increased
|
|
|
1968
|
One Capital Management
Westlake Village,
California
|
$305K
|
-$125K
|
1
|
0.01%
|
Reduced
|
|
|
1969
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$305K
|
+$39.4K
|
1
|
0.11%
|
Increased
|
|
|
1970
|
Heron Financial Group
New York
|
$305K
|
-$2.97K
|
1
|
0.16%
|
Reduced
|
|
|
1971
|
Buffington Mohr McNeal
Boise,
Idaho
|
$304K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1972
|
|
$304K
|
-$228K
|
1
|
0.05%
|
Reduced
|
|
|
1973
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$304K
|
-$17.3K
|
1
|
0.05%
|
Reduced
|
|
|
1974
|
TRUADVICE
Sarasota,
Florida
|
$303K
|
-$24.3K
|
1
|
0.11%
|
Reduced
|
|
|
1975
|
Peak Asset Management
Louisville,
Colorado
|
$302K
|
$0
|
1
|
0.07%
|
Maintained
|
|