|
1951
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$2.39M
|
-$553K
|
1
|
1.61%
|
Reduced
|
|
|
1952
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.38M
|
+$39.4K
|
2
|
0.3%
|
Increased
|
|
|
1953
|
Chiron Capital Management
Tallahassee,
Florida
|
$2.38M
|
+$777K
|
3
|
2.14%
|
Increased
|
|
|
1954
|
SimplyRich
Carlsbad,
California
|
$2.38M
|
+$422K
|
4
|
0.56%
|
Increased
|
|
|
1955
|
Rockland Trust
Hanover,
Massachusetts
|
$2.38M
|
-$130K
|
2
|
0.09%
|
Reduced
|
|
|
1956
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$2.37M
|
-$2.05M
|
1
|
0.37%
|
Reduced
|
|
|
1957
|
Forum Financial Management
Lombard,
Illinois
|
$2.37M
|
+$128K
|
3
|
0.03%
|
Increased
|
|
|
1958
|
Code Waechter
Tampa,
Florida
|
$2.37M
|
-$258K
|
3
|
1.23%
|
Reduced
|
|
|
1959
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$2.37M
|
-$41.2K
|
3
|
1.59%
|
Reduced
|
|
|
1960
|
Bridgewater Advisors
New York
|
$2.36M
|
-$157K
|
5
|
0.13%
|
Reduced
|
|
|
1961
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$2.36M
|
-$75.8K
|
4
|
0.71%
|
Reduced
|
|
|
1962
|
Wellington Shields & Co
New York
|
$2.36M
|
+$402K
|
3
|
0.53%
|
Increased
|
|
|
1963
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$2.36M
|
+$53.9K
|
2
|
0.87%
|
Increased
|
|
|
1964
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.35M
|
+$20.3K
|
2
|
0.36%
|
Increased
|
|
|
1965
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$2.35M
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1966
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$2.35M
|
-$157K
|
2
|
1.32%
|
Reduced
|
|
|
1967
|
Verity Asset Management
Durham,
North Carolina
|
$2.35M
|
+$7.87K
|
2
|
0.89%
|
Increased
|
|
|
1968
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$2.34M
|
-$2.64M
|
5
|
0.13%
|
Reduced
|
|
|
1969
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$2.34M
|
-$342K
|
3
|
0.41%
|
Reduced
|
|
|
1970
|
VisionPoint Advisory Group
Dallas,
Texas
|
$2.34M
|
-$2.01M
|
4
|
0.38%
|
Reduced
|
|
|
1971
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$2.34M
|
+$151K
|
2
|
0.54%
|
Increased
|
|
|
1972
|
Security National Bank
Omaha,
Nebraska
|
$2.33M
|
+$85.2K
|
2
|
0.28%
|
Increased
|
|
|
1973
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$2.33M
|
+$2.25M
|
3
|
1.33%
|
New
|
|
|
1974
|
VeraBank
Henderson,
Texas
|
$2.33M
|
-$25K
|
2
|
0.39%
|
Reduced
|
|
|
1975
|
Storen Legacy Partners
Zionsville,
Indiana
|
$2.33M
|
+$2.93K
|
2
|
0.63%
|
Increased
|
|