|
1951
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$133K
|
+$10.4K
|
1
|
0.53%
|
Increased
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
$133K
|
-$40K
|
2
|
0.02%
|
Reduced
|
|
|
1953
|
SJS Investment Consulting
Sylvania,
Ohio
|
$133K
|
+$16.6K
|
2
|
0.02%
|
Increased
|
|
|
1954
|
|
$130K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1955
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$129K
|
+$136K
|
2
|
0.01%
|
New
|
|
|
1956
|
Oakworth Capital
Birmingham,
Alabama
|
$129K
|
+$120K
|
1
|
0.01%
|
Increased
|
|
|
1957
|
Webster Bank
Waterbury,
Connecticut
|
$128K
|
-$10.3K
|
2
|
0.01%
|
Reduced
|
|
|
1958
|
Park Place Capital
Homewood,
Alabama
|
$127K
|
-$9.02K
|
2
|
0.03%
|
Reduced
|
|
|
1959
|
SOA Wealth Advisors
New York
|
$127K
|
-$46.9K
|
2
|
0.02%
|
Reduced
|
|
|
1960
|
Caitlin John
Brighton,
Michigan
|
$123K
|
+$124K
|
1
|
0.09%
|
New
|
|
|
1961
|
Highline Wealth Partners
Sherman Oaks,
California
|
$123K
|
+$59.9K
|
3
|
0.03%
|
Increased
|
|
|
1962
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$123K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1963
|
Banque Transatlantique
Paris,
France
|
$122K
|
-$138K
|
2
|
0%
|
Reduced
|
|
|
1964
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$121K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1965
|
Catalyst Capital Advisors
Huntington,
New York
|
$120K
|
-$76.2K
|
1
|
0%
|
Reduced
|
|
|
1966
|
|
$119K
|
-$52.4K
|
2
|
0.01%
|
Reduced
|
|
|
1967
|
Avalon Trust
Santa Fe,
New Mexico
|
$118K
|
+$2.97K
|
2
|
0.01%
|
Increased
|
|
|
1968
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$116K
|
+$122K
|
1
|
0.06%
|
New
|
|
|
1969
|
Bruce G. Allen Investments
Denver,
Colorado
|
$116K
|
+$316
|
2
|
0.08%
|
Increased
|
|
|
1970
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$116K
|
+$57
|
2
|
0.03%
|
Increased
|
|
|
1971
|
City State Bank
Norwalk,
Iowa
|
$116K
|
+$3.39K
|
2
|
0.03%
|
Increased
|
|
|
1972
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$115K
|
-$1.44M
|
1
|
0.05%
|
Reduced
|
|
|
1973
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$115K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1974
|
Sachetta
Lynnfield,
Massachusetts
|
$114K
|
-$6.49K
|
2
|
0.04%
|
Reduced
|
|
|
1975
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$113K
|
$0
|
1
|
0.02%
|
Maintained
|
|