|
1951
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.23M
|
-$1.47M
|
2
|
0.3%
|
Reduced
|
|
|
1952
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.23M
|
+$50K
|
1
|
0.1%
|
Increased
|
|
|
1953
|
KFG Wealth Management
Granger,
Indiana
|
$1.22M
|
+$972K
|
2
|
0.16%
|
Increased
|
|
|
1954
|
BXM Wealth
Englewood,
Colorado
|
$1.22M
|
-$179K
|
1
|
0.94%
|
Reduced
|
|
|
1955
|
Mill Capital Management
Concord,
North Carolina
|
$1.22M
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1956
|
James J. Burns & Company
Melville,
New York
|
$1.22M
|
+$48.9K
|
2
|
0.17%
|
Increased
|
|
|
1957
|
Callahan Advisors
Houston,
Texas
|
$1.22M
|
-$74.9K
|
1
|
0.1%
|
Reduced
|
|
|
1958
|
Princeton Capital Management
Red Bank,
New Jersey
|
$1.21M
|
+$75.3K
|
3
|
0.31%
|
Increased
|
|
|
1959
|
Oder Investment Management
Woodland Hills,
California
|
$1.21M
|
+$1.5K
|
1
|
0.88%
|
Increased
|
|
|
1960
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.21M
|
-$1.1M
|
1
|
1.38%
|
Reduced
|
|
|
1961
|
Buska Wealth Management
Wausau,
Wisconsin
|
$1.21M
|
+$1.22M
|
1
|
0.45%
|
New
|
|
|
1962
|
Aquatic Capital Management
Chicago,
Illinois
|
$1.21M
|
-$12.6M
|
1
|
0.03%
|
Reduced
|
|
|
1963
|
Archvest Wealth Advisors
Concord,
California
|
$1.21M
|
+$2.7K
|
1
|
0.77%
|
Increased
|
|
|
1964
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.21M
|
+$59.6K
|
1
|
0.97%
|
Increased
|
|
|
1965
|
SOA Wealth Advisors
New York
|
$1.2M
|
+$19.3K
|
6
|
0.2%
|
Increased
|
|
|
1966
|
Oak Asset Management
Westlake Village,
California
|
$1.2M
|
-$3.59K
|
1
|
0.41%
|
Reduced
|
|
|
1967
|
Alphadyne Asset Management
New York
|
$1.2M
|
+$1.22M
|
1
|
0.03%
|
New
|
|
|
1968
|
Rational Advisors
Huntington,
New York
|
$1.2M
|
+$282K
|
1
|
0.12%
|
Increased
|
|
|
1969
|
Opal Wealth Advisors
Jericho,
New York
|
$1.2M
|
-$4.79K
|
1
|
0.31%
|
Reduced
|
|
|
1970
|
Rinkey Investments
San Diego,
California
|
$1.2M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1971
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.2M
|
-$4.79K
|
1
|
0.56%
|
Reduced
|
|
|
1972
|
|
$1.19M
|
+$1.69M
|
2
|
0.01%
|
New
|
|
|
1973
|
JB Capital
Wethersfield,
Connecticut
|
$1.19M
|
+$21.3K
|
1
|
0.05%
|
Increased
|
|
|
1974
|
Long Island Wealth Management
Melville,
New York
|
$1.19M
|
$0
|
1
|
0.56%
|
Maintained
|
|
|
1975
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.19M
|
+$437K
|
1
|
0.36%
|
Increased
|
|