|
1951
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.46M
|
-$1.02M
|
5
|
0.12%
|
Reduced
|
|
|
1952
|
Zhang Financial
Portage,
Michigan
|
$3.45M
|
-$2.49M
|
3
|
0.1%
|
Reduced
|
|
|
1953
|
Pacific Sun Financial
Los Angeles,
California
|
$3.45M
|
-$21.6K
|
2
|
1.42%
|
Reduced
|
|
|
1954
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$3.42M
|
+$906K
|
6
|
0.64%
|
Increased
|
|
|
1955
|
Valmark Advisers
Akron,
Ohio
|
$3.41M
|
-$718K
|
6
|
0.04%
|
Reduced
|
|
|
1956
|
Bullseye Asset Management
Denver,
Colorado
|
$3.41M
|
+$24.7K
|
1
|
1.74%
|
Increased
|
|
|
1957
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$3.41M
|
-$49.4K
|
2
|
0.55%
|
Reduced
|
|
|
1958
|
Polianta Ltd
St Helier,
Jersey
|
$3.41M
|
+$255K
|
2
|
0.42%
|
Increased
|
|
|
1959
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$3.41M
|
-$3.4M
|
1
|
0.44%
|
Reduced
|
|
|
1960
|
Lionhunter Capital Management
New York
|
$3.41M
|
+$3.39M
|
1
|
1.54%
|
New
|
|
|
1961
|
Royal Palms Capital
Whitefish,
Montana
|
$3.41M
|
-$1.19M
|
1
|
3%
|
Reduced
|
|
|
1962
|
SkyOak Wealth
Southfield,
Michigan
|
$3.4M
|
-$257K
|
1
|
0.56%
|
Reduced
|
|
|
1963
|
Taylor Financial Group
Roanoke,
Virginia
|
$3.39M
|
-$243K
|
3
|
1.86%
|
Reduced
|
|
|
1964
|
Tevis Investment Management
Plano,
Texas
|
$3.39M
|
-$965K
|
3
|
1.86%
|
Reduced
|
|
|
1965
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.39M
|
+$21.3K
|
5
|
0.18%
|
Increased
|
|
|
1966
|
RMR Wealth Builders
Montclair,
New Jersey
|
$3.38M
|
-$877K
|
3
|
0.21%
|
Reduced
|
|
|
1967
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$3.37M
|
-$729K
|
4
|
0.03%
|
Reduced
|
|
|
1968
|
HMS Capital Management
Nashville,
Tennessee
|
$3.37M
|
-$30.2K
|
2
|
1.26%
|
Reduced
|
|
|
1969
|
Once Capital Management
New York
|
$3.36M
|
+$1.46M
|
3
|
0.28%
|
Increased
|
|
|
1970
|
HBK Investments
Dallas,
Texas
|
$3.36M
|
+$1.57M
|
1
|
0.03%
|
Increased
|
|
|
1971
|
Hohimer Wealth Management
Seattle,
Washington
|
$3.35M
|
-$609K
|
3
|
0.33%
|
Reduced
|
|
|
1972
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.34M
|
-$1.56M
|
5
|
0.12%
|
Reduced
|
|
|
1973
|
Dodge & Cox
San Francisco,
California
|
$3.34M
|
-$894K
|
2
|
0%
|
Reduced
|
|
|
1974
|
SWP Investment Management
Independence,
Ohio
|
$3.33M
|
+$124K
|
1
|
2.3%
|
Increased
|
|
|
1975
|
FORA Capital
Miami,
Florida
|
$3.31M
|
-$7.82M
|
2
|
0.23%
|
Reduced
|
|