|
1951
|
Novare Capital Management
Charlotte,
North Carolina
|
$328K
|
+$2.13K
|
1
|
0.04%
|
Increased
|
|
|
1952
|
Investment Advisory Group
Hanover,
Massachusetts
|
$328K
|
+$4.27K
|
1
|
0.17%
|
Increased
|
|
|
1953
|
OneAscent Financial Services
Birmingham,
Alabama
|
$326K
|
+$331K
|
1
|
0.08%
|
New
|
|
|
1954
|
Rock Creek Group
Washington,
District of Columbia
|
$326K
|
-$154K
|
1
|
0.04%
|
Reduced
|
|
|
1955
|
Aviance Capital Partners
Naples,
Florida
|
$326K
|
-$72.8K
|
1
|
0.07%
|
Reduced
|
|
|
1956
|
Prudent Investors Network
Lake Forest,
California
|
$324K
|
+$27.5K
|
1
|
0.15%
|
Increased
|
|
|
1957
|
Five Oceans Advisors
Santa Monica,
California
|
$324K
|
+$9.25K
|
1
|
0.21%
|
Increased
|
|
|
1958
|
Court Place Advisors
Ellicott City,
Maryland
|
$324K
|
-$164K
|
1
|
0.12%
|
Reduced
|
|
|
1959
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$324K
|
-$16.5K
|
1
|
0.12%
|
Reduced
|
|
|
1960
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$324K
|
-$9.11K
|
1
|
0.1%
|
Reduced
|
|
|
1961
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$323K
|
-$18.4K
|
1
|
0.04%
|
Reduced
|
|
|
1962
|
Summitry LLC
Foster City,
California
|
$322K
|
-$20.3K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
Voya Financial Advisors
Windsor,
Connecticut
|
$322K
|
+$35.1K
|
1
|
0.04%
|
Increased
|
|
|
1964
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$321K
|
+$325K
|
1
|
0.15%
|
New
|
|
|
1965
|
|
$320K
|
-$5.6M
|
2
|
0%
|
Reduced
|
|
|
1966
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$320K
|
+$53.6K
|
1
|
0.05%
|
Increased
|
|
|
1967
|
BCK Capital Management
Stamford,
Connecticut
|
$320K
|
+$337K
|
1
|
0.16%
|
New
|
|
|
1968
|
Buffington Mohr McNeal
Boise,
Idaho
|
$319K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1969
|
CNB Bank
Clearfield,
Pennsylvania
|
$318K
|
-$6.4K
|
1
|
0.19%
|
Reduced
|
|
|
1970
|
Sonoma Private Wealth
Sonoma,
California
|
$317K
|
+$1.14K
|
1
|
0.58%
|
Increased
|
|
|
1971
|
Peak Asset Management
Louisville,
Colorado
|
$317K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1972
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$317K
|
+$102K
|
1
|
0.02%
|
Increased
|
|
|
1973
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$317K
|
+$5.41K
|
1
|
0.13%
|
Increased
|
|
|
1974
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$316K
|
+$2.28K
|
1
|
0.12%
|
Increased
|
|
|
1975
|
Gryphon Financial Partners
Columbus,
Ohio
|
$315K
|
-$996
|
1
|
0.07%
|
Reduced
|
|
