|
1951
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1952
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1953
|
Versant Capital Management
Phoenix,
Arizona
|
$23K
|
-$1.33K
|
4
|
0.01%
|
Reduced
|
|
|
1954
|
D'Orazio & Associates
Falls Church,
Virginia
|
$22K
|
+$22K
|
2
|
0.01%
|
New
|
|
|
1955
|
Hoese & Co
Glencoe,
Minnesota
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1956
|
Pacific Center for Financial Services
San Ramon,
California
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1957
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$21.4K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1958
|
Red Tortoise LLC
Atlanta,
Georgia
|
$21K
|
+$23.4K
|
2
|
0.02%
|
New
|
|
|
1959
|
St. Johns Investment Management
Jacksonville,
Florida
|
$21K
|
-$23K
|
1
|
0.01%
|
Reduced
|
|
|
1960
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$21K
|
-$153K
|
1
|
0.58%
|
Reduced
|
|
|
1961
|
Evermay Wealth Management
Arlington,
Virginia
|
$20K
|
-$7.2K
|
3
|
0%
|
Reduced
|
|
|
1962
|
GW&K Investment Management
Boston,
Massachusetts
|
$20K
|
-$871
|
1
|
0%
|
Reduced
|
|
|
1963
|
RPG Investment Advisory
Pleasanton,
California
|
$20K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1964
|
Harvest Fund Management
Beijing,
China
|
$19K
|
-$63.8K
|
1
|
0%
|
Reduced
|
|
|
1965
|
Strategic Asset Management
Rochester,
Minnesota
|
$19K
|
+$22K
|
1
|
0.03%
|
New
|
|
|
1966
|
Tamar Securities
Woodland Hills,
California
|
$19K
|
+$6.52K
|
1
|
0.01%
|
Increased
|
|
|
1967
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$18K
|
+$17.7K
|
3
|
0.01%
|
New
|
|
|
1968
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$17.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1969
|
Avion Wealth
The Woodlands,
Texas
|
$17K
|
+$18.8K
|
1
|
0.01%
|
New
|
|
|
1970
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$15K
|
+$15.3K
|
1
|
0.01%
|
New
|
|
|
1971
|
CVA Family Office
Denver,
Colorado
|
$14K
|
-$59.7K
|
2
|
0.01%
|
Reduced
|
|
|
1972
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$13K
|
-$13.7K
|
2
|
0.01%
|
Reduced
|
|
|
1975
|
Ironwood Financial
Tucson,
Arizona
|
$13K
|
$0
|
3
|
0%
|
Maintained
|
|