|
1951
|
Riversedge Advisors
Wilmington,
Delaware
|
$303K
|
+$299K
|
1
|
0.05%
|
New
|
|
|
1952
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$303K
|
+$8.48K
|
1
|
0.03%
|
Increased
|
|
|
1953
|
Aventura Private Wealth
Aventura,
Florida
|
$303K
|
+$3.64K
|
1
|
0.11%
|
Increased
|
|
|
1954
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$303K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1955
|
Successful Portfolios
Clearwater,
Florida
|
$302K
|
-$4.24K
|
1
|
0.18%
|
Reduced
|
|
|
1956
|
Advyzon Investment Management
Lisle,
Illinois
|
$301K
|
+$66K
|
1
|
0.05%
|
Increased
|
|
|
1957
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$301K
|
+$297K
|
1
|
0.1%
|
New
|
|
|
1958
|
First American Trust
Santa Ana,
California
|
$301K
|
+$48.5K
|
1
|
0.02%
|
Increased
|
|
|
1959
|
Archvest Wealth Advisors
Concord,
California
|
$301K
|
+$55.7K
|
1
|
0.27%
|
Increased
|
|
|
1960
|
Channel Wealth
Santa Barbara,
California
|
$300K
|
-$1.66M
|
1
|
0.08%
|
Reduced
|
|
|
1961
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$300K
|
+$296K
|
1
|
0.17%
|
New
|
|
|
1962
|
D'Orazio & Associates
Falls Church,
Virginia
|
$300K
|
+$13.3K
|
1
|
0.04%
|
Increased
|
|
|
1963
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$299K
|
-$30.3K
|
1
|
0.15%
|
Reduced
|
|
|
1964
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$299K
|
+$295K
|
1
|
0.02%
|
New
|
|
|
1965
|
Trace Wealth Advisors
Los Angeles,
California
|
$299K
|
+$295K
|
1
|
0.22%
|
New
|
|
|
1966
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$298K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1967
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$298K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1968
|
4J Wealth Management
Alexandria,
Virginia
|
$298K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1969
|
Zhang Financial
Portage,
Michigan
|
$297K
|
+$30.3K
|
1
|
0.01%
|
Increased
|
|
|
1970
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$297K
|
+$4.24K
|
1
|
0.13%
|
Increased
|
|
|
1971
|
Pin Oak Investment Advisors
Houston,
Texas
|
$297K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1972
|
Intellectus Partners
San Francisco,
California
|
$296K
|
-$18.8K
|
1
|
0.06%
|
Reduced
|
|
|
1973
|
Shum Financial Group
Alameda,
California
|
$296K
|
+$292K
|
1
|
0.22%
|
New
|
|
|
1974
|
Gemmer Asset Management
Walnut Creek,
California
|
$296K
|
+$9.09K
|
1
|
0.02%
|
Increased
|
|
|
1975
|
Manchester Capital Management
Manchester,
Vermont
|
$296K
|
-$310K
|
1
|
0.04%
|
Reduced
|
|