|
1951
|
Cypress Capital
Franklin,
Tennessee
|
$2.51M
|
-$77.3K
|
1
|
0.68%
|
Reduced
|
|
|
1952
|
O'Connor Alternative Investments
New York
|
$2.51M
|
+$2.48M
|
1
|
0.18%
|
New
|
|
|
1953
|
Orleans Capital Management
Mandeville,
Louisiana
|
$2.51M
|
+$270K
|
1
|
1.3%
|
Increased
|
|
|
1954
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$2.51M
|
$0
|
1
|
1.38%
|
Maintained
|
|
|
1955
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$2.5M
|
+$268K
|
2
|
0.09%
|
Increased
|
|
|
1956
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$2.5M
|
-$503K
|
2
|
0.13%
|
Reduced
|
|
|
1957
|
Exeter Financial
Scottsdale,
Arizona
|
$2.5M
|
+$26K
|
1
|
0.95%
|
Increased
|
|
|
1958
|
Virtus ETF Advisers
New York
|
$2.49M
|
+$167K
|
1
|
0.96%
|
Increased
|
|
|
1959
|
Dash Acquisitions
Woodland Hills,
California
|
$2.49M
|
+$2.9M
|
1
|
0.5%
|
New
|
|
|
1960
|
Douglass Winthrop Advisors
New York
|
$2.49M
|
-$4.32K
|
2
|
0.04%
|
Reduced
|
|
|
1961
|
Carlson Financial
Canby,
Oregon
|
$2.48M
|
+$1.57M
|
4
|
1.27%
|
Increased
|
|
|
1962
|
Trivant Custom Portfolio Group
San Diego,
California
|
$2.48M
|
+$194K
|
2
|
1.32%
|
Increased
|
|
|
1963
|
Peapod Lane Capital
Bedford Hills,
New York
|
$2.48M
|
-$1.58M
|
1
|
1.67%
|
Reduced
|
|
|
1964
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.47M
|
+$418K
|
1
|
0.59%
|
Increased
|
|
|
1965
|
FWL Investment Management
Dallas,
Texas
|
$2.47M
|
-$1.13M
|
4
|
0.45%
|
Reduced
|
|
|
1966
|
High Note Wealth
Deephaven,
Minnesota
|
$2.46M
|
+$50.1K
|
4
|
0.42%
|
Increased
|
|
|
1967
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$2.46M
|
+$374K
|
7
|
0.24%
|
Increased
|
|
|
1968
|
Granite Group Advisors
Stamford,
Connecticut
|
$2.46M
|
$0
|
1
|
1.46%
|
Maintained
|
|
|
1969
|
Mystic Asset Management
Warwick,
Rhode Island
|
$2.45M
|
-$34.1K
|
1
|
0.52%
|
Reduced
|
|
|
1970
|
QP Wealth Management
Eatontown,
New Jersey
|
$2.45M
|
+$1.85M
|
3
|
3.5%
|
Increased
|
|
|
1971
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$2.45M
|
+$72.3K
|
2
|
0.29%
|
Increased
|
|
|
1972
|
Bull Harbor Capital
Bethesda,
Maryland
|
$2.45M
|
+$447K
|
3
|
0.48%
|
Increased
|
|
|
1973
|
Inlight Wealth Management
Atlanta,
Georgia
|
$2.45M
|
-$6.23K
|
1
|
0.78%
|
Reduced
|
|
|
1974
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$2.44M
|
+$538K
|
2
|
1.64%
|
Increased
|
|
|
1975
|
Wimmer Associates 1
Pasadena,
California
|
$2.44M
|
-$216K
|
1
|
1.1%
|
Reduced
|
|