|
1951
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.38M
|
-$896K
|
5
|
0.06%
|
Reduced
|
|
|
1952
|
Arjuna Capital
Durham,
North Carolina
|
$1.37M
|
-$1.21M
|
1
|
0.31%
|
Reduced
|
|
|
1953
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.37M
|
-$7.43K
|
2
|
0.79%
|
Reduced
|
|
|
1954
|
Neumann Capital Management
Foster City,
California
|
$1.37M
|
-$119K
|
1
|
0.91%
|
Reduced
|
|
|
1955
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.37M
|
+$445K
|
3
|
0.11%
|
Increased
|
|
|
1956
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.37M
|
+$50.1K
|
5
|
0.53%
|
Increased
|
|
|
1957
|
Hartree Partners
New York
|
$1.36M
|
-$101K
|
3
|
0.29%
|
Reduced
|
|
|
1958
|
Bull Street Advisors
Savannah,
Georgia
|
$1.36M
|
+$192K
|
2
|
0.62%
|
Increased
|
|
|
1959
|
Brown Financial Advisors
Milford,
Ohio
|
$1.36M
|
-$168K
|
2
|
0.48%
|
Reduced
|
|
|
1960
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.36M
|
+$222K
|
2
|
0.42%
|
Increased
|
|
|
1961
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$1.36M
|
-$12.3K
|
1
|
0.93%
|
Reduced
|
|
|
1962
|
Truvestments Capital
Sarasota,
Florida
|
$1.36M
|
-$26.3K
|
13
|
0.2%
|
Reduced
|
|
|
1963
|
Waycross Investment Management
Bellingham,
Washington
|
$1.36M
|
+$21.3K
|
2
|
1.03%
|
Increased
|
|
|
1964
|
Nolet Wealth Management
Fort Worth,
Texas
|
$1.35M
|
+$12.7K
|
1
|
0.75%
|
Increased
|
|
|
1965
|
Procyon Advisors
Shelton,
Connecticut
|
$1.35M
|
-$687K
|
3
|
0.06%
|
Reduced
|
|
|
1966
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$1.35M
|
+$4.64K
|
1
|
0.87%
|
Increased
|
|
|
1967
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.34M
|
-$88.3K
|
3
|
0.15%
|
Reduced
|
|
|
1968
|
Expressive Wealth
Chicago,
Illinois
|
$1.34M
|
+$26.3K
|
2
|
1.27%
|
Increased
|
|
|
1969
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.33M
|
+$20.4K
|
3
|
0.29%
|
Increased
|
|
|
1970
|
Third View Private Wealth
Westport,
Connecticut
|
$1.33M
|
-$433K
|
3
|
0.16%
|
Reduced
|
|
|
1971
|
Investors Research Corp
Atlanta,
Georgia
|
$1.33M
|
-$33.8K
|
4
|
0.24%
|
Reduced
|
|
|
1972
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$1.33M
|
+$189K
|
3
|
0.25%
|
Increased
|
|
|
1973
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.33M
|
+$472K
|
3
|
0.02%
|
Increased
|
|
|
1974
|
Essential Partners
Rancho Santa Fe,
California
|
$1.32M
|
-$36.6K
|
32
|
0.61%
|
Reduced
|
|
|
1975
|
|
$1.32M
|
$0
|
1
|
0.05%
|
Maintained
|
|