|
1951
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$62.8K
|
-$16.7K
|
3
|
0.04%
|
Reduced
|
|
|
1952
|
Innealta Capital
Austin,
Texas
|
$62.7K
|
+$63.8K
|
8
|
0.02%
|
New
|
|
|
1953
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$61.5K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1954
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$57.5K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1955
|
Oakworth Capital
Birmingham,
Alabama
|
$56.2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1956
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$55.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1957
|
Gilder Gagnon Howe & Co
New York
|
$55.9K
|
-$158K
|
1
|
0%
|
Reduced
|
|
|
1958
|
Frazier Financial Advisors
Columbus,
Ohio
|
$54.5K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1959
|
Ridgewood Investments
Springfield,
New Jersey
|
$53.1K
|
+$50.8K
|
2
|
0.03%
|
New
|
|
|
1960
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$50.8K
|
+$10.7K
|
3
|
0.01%
|
Increased
|
|
|
1961
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$50.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1962
|
Private Wealth Management Group
Princeton,
New Jersey
|
$49.8K
|
+$17.8K
|
6
|
0.02%
|
Increased
|
|
|
1963
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$49.4K
|
-$10.6K
|
2
|
0.01%
|
Reduced
|
|
|
1964
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$49K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$48.2K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1966
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$46.5K
|
+$46.7K
|
1
|
0.04%
|
New
|
|
|
1967
|
Thompson Davis & Co
Richmond,
Virginia
|
$45.8K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1968
|
Clarity Asset Management
Ames,
Iowa
|
$42.6K
|
+$459
|
1
|
0.03%
|
Increased
|
|
|
1969
|
Asset Dedication LLC
San Francisco,
California
|
$42.5K
|
-$68K
|
3
|
0%
|
Reduced
|
|
|
1970
|
D.J. St. Germain
Springfield,
Massachusetts
|
$41.5K
|
-$1.06K
|
2
|
0%
|
Reduced
|
|
|
1971
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$41.4K
|
+$175
|
2
|
0.02%
|
Increased
|
|
|
1972
|
Pacifica Partners
Surrey,
Canada
|
$36.6K
|
+$3.54K
|
1
|
0.02%
|
Increased
|
|
|
1973
|
Pin Oak Investment Advisors
Houston,
Texas
|
$35K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1974
|
Center for Financial Planning
Southfied,
Michigan
|
$34.5K
|
-$13.9K
|
2
|
0.01%
|
Reduced
|
|
|
1975
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$34.3K
|
+$32.7K
|
2
|
0.02%
|
Increased
|
|