|
1951
|
Fortitude Family Office
Scottsdale,
Arizona
|
$48.6K
|
+$28K
|
4
|
0.02%
|
Increased
|
|
|
1952
|
True Wealth Design
Akron,
Ohio
|
$48.4K
|
+$40.5K
|
5
|
0.02%
|
Increased
|
|
|
1953
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$47.9K
|
-$11.4K
|
3
|
0.01%
|
Reduced
|
|
|
1954
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$45.9K
|
-$1.81K
|
3
|
0.01%
|
Reduced
|
|
|
1955
|
Clarity Asset Management
Ames,
Iowa
|
$43.5K
|
-$1.73K
|
1
|
0.03%
|
Reduced
|
|
|
1956
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$41.8K
|
-$38.5K
|
2
|
0.01%
|
Reduced
|
|
|
1957
|
D.J. St. Germain
Springfield,
Massachusetts
|
$41.3K
|
-$121
|
2
|
0%
|
Reduced
|
|
|
1958
|
Northwest Financial Advisors
Herndon,
Virginia
|
$39.3K
|
+$36.5K
|
1
|
0.03%
|
New
|
|
|
1959
|
Hoese & Co
Glencoe,
Minnesota
|
$39.1K
|
+$43.3K
|
1
|
0.03%
|
New
|
|
|
1960
|
Pacifica Partners
Surrey,
Canada
|
$37.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1961
|
Thompson Davis & Co
Richmond,
Virginia
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1962
|
Bangor Savings Bank
Bangor,
Maine
|
$36.9K
|
+$11.4K
|
2
|
0%
|
Increased
|
|
|
1963
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$35K
|
+$497
|
4
|
0.01%
|
Increased
|
|
|
1964
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$34.7K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1965
|
Pin Oak Investment Advisors
Houston,
Texas
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1966
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$32.2K
|
-$5.88K
|
2
|
0.02%
|
Reduced
|
|
|
1967
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$32K
|
-$4.14M
|
2
|
0%
|
Reduced
|
|
|
1968
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$31.9K
|
-$5.3K
|
2
|
0%
|
Reduced
|
|
|
1969
|
Wolff Wiese Magana
Carslbad,
California
|
$31.3K
|
+$30.9K
|
3
|
0.02%
|
New
|
|
|
1970
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$31K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1971
|
Matthew Hamilton Rosenberg
|
$30.6K
|
-$2.29K
|
4
|
0.01%
|
Reduced
|
|
|
1972
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$29.9K
|
+$12.7K
|
2
|
0%
|
Increased
|
|
|
1973
|
Salomon & Ludwin
Richmond,
Virginia
|
$29.9K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1974
|
Bellevue Asset Management
Bellevue,
Washington
|
$28.8K
|
-$4.46K
|
2
|
0.01%
|
Reduced
|
|
|
1975
|
Cedar Wealth Management
Walnut Creek,
California
|
$28.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|