|
1951
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.32M
|
-$102K
|
1
|
1.5%
|
Reduced
|
|
|
1952
|
|
$2.32M
|
-$161K
|
1
|
1.03%
|
Reduced
|
|
|
1953
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.31M
|
-$49.4K
|
1
|
2.27%
|
Reduced
|
|
|
1954
|
First United Bank & Trust
Oakland,
Maryland
|
$2.3M
|
+$100K
|
1
|
1.61%
|
Increased
|
|
|
1955
|
HeadInvest LLC
Portland,
Maine
|
$2.28M
|
-$32.1K
|
1
|
0.77%
|
Reduced
|
|
|
1956
|
High Pointe Capital Management
Chicago,
Illinois
|
$2.27M
|
+$234K
|
1
|
3.58%
|
Increased
|
|
|
1957
|
Security Asset Management
New York
|
$2.26M
|
+$10.8K
|
1
|
1.93%
|
Increased
|
|
|
1958
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$2.26M
|
+$2.07M
|
1
|
2.1%
|
New
|
|
|
1959
|
Stableford Capital II
Scottsdale,
Arizona
|
$2.24M
|
+$2.06M
|
1
|
1.95%
|
New
|
|
|
1960
|
First Pacific Advisors
El Segundo,
California
|
$2.24M
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1961
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.24M
|
-$89.2K
|
1
|
0.74%
|
Reduced
|
|
|
1962
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.24M
|
+$31.5K
|
1
|
1.43%
|
Increased
|
|
|
1963
|
BigSur Wealth Management
Miami,
Florida
|
$2.24M
|
-$757K
|
1
|
2.42%
|
Reduced
|
|
|
1964
|
Millie Capital Management
Walnut Creek,
California
|
$2.22M
|
+$15.7K
|
1
|
2.1%
|
Increased
|
|
|
1965
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.21M
|
+$39.4K
|
1
|
0.65%
|
Increased
|
|
|
1966
|
First Financial Corp
Terre Haute,
Indiana
|
$2.21M
|
-$557K
|
1
|
1.4%
|
Reduced
|
|
|
1967
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.2M
|
+$2.02M
|
1
|
0.11%
|
New
|
|
|
1968
|
Confluence Wealth Management
Portland,
Oregon
|
$2.2M
|
-$622K
|
1
|
1.09%
|
Reduced
|
|
|
1969
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$2.2M
|
-$1.21M
|
1
|
1.19%
|
Reduced
|
|
|
1970
|
Basswood Capital Management
New York
|
$2.2M
|
-$96K
|
1
|
0.11%
|
Reduced
|
|
|
1971
|
Planning Alternatives
Birmingham,
Michigan
|
$2.2M
|
+$55.6K
|
1
|
0.43%
|
Increased
|
|
|
1972
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.19M
|
+$205K
|
1
|
0.14%
|
Increased
|
|
|
1973
|
BB&T Investment Services
Charlotte,
North Carolina
|
$2.18M
|
-$422K
|
3
|
0.85%
|
Reduced
|
|
|
1974
|
Oberweis Asset Management
Lisle,
Illinois
|
$2.18M
|
-$3.58M
|
2
|
0.64%
|
Reduced
|
|
|
1975
|
Engineers Gate Manager
New York
|
$2.18M
|
+$572K
|
2
|
0.22%
|
Increased
|
|