|
1951
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$80K
|
+$17.7K
|
3
|
0.04%
|
Increased
|
|
|
1952
|
Alpine Global Management
New York
|
$74K
|
+$81.7K
|
1
|
0.03%
|
New
|
|
|
1953
|
Physicians Financial Services
Raleigh,
North Carolina
|
$73K
|
-$3.69K
|
2
|
0.06%
|
Reduced
|
|
|
1954
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$70.9K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
1955
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$68K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1956
|
Solaris Asset Management
New York
|
$68K
|
-$17.4K
|
1
|
0.05%
|
Reduced
|
|
|
1957
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$67K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1958
|
Alpha Cubed Investments
Irvine,
California
|
$64K
|
+$71.6K
|
1
|
0.02%
|
New
|
|
|
1959
|
Telos Capital Management
San Diego,
California
|
$64K
|
+$1.95K
|
1
|
0.03%
|
Increased
|
|
|
1960
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$63K
|
+$54
|
2
|
0.04%
|
Increased
|
|
|
1961
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$63K
|
+$16.6K
|
7
|
0.06%
|
Increased
|
|
|
1962
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$58K
|
-$73.6K
|
1
|
0.01%
|
Reduced
|
|
|
1963
|
Blume Capital Management
Berkeley,
California
|
$57K
|
-$16.1K
|
1
|
0.04%
|
Reduced
|
|
|
1964
|
Carl Domino
West Palm Beach,
Florida
|
$56K
|
-$226K
|
1
|
0.05%
|
Reduced
|
|
|
1965
|
Tortoise Investment Management
White Plains,
New York
|
$56K
|
+$15.9K
|
2
|
0.02%
|
Increased
|
|
|
1966
|
Klingman & Associates
New York
|
$48K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1967
|
Paracle Advisors
Mercer Island,
Washington
|
$47K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1968
|
Trafelet Capital Management
New York
|
$46K
|
+$54K
|
1
|
0.05%
|
New
|
|
|
1969
|
Ruggie Capital Group
Tavares,
Florida
|
$45K
|
+$754
|
1
|
0.04%
|
Increased
|
|
|
1970
|
Sphera Funds Management
Tel Aviv,
Israel
|
$43K
|
-$15.4M
|
1
|
0.01%
|
Reduced
|
|
|
1971
|
Financial Engines Advisors
Santa Clara,
California
|
$41K
|
-$15.2K
|
1
|
0.03%
|
Reduced
|
|
|
1972
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$40K
|
+$5.53K
|
2
|
0.02%
|
Increased
|
|
|
1973
|
Merriman Wealth Management
Seattle,
Washington
|
$40K
|
+$43.9K
|
1
|
0.01%
|
New
|
|
|
1974
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$38K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1975
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38K
|
-$6.39K
|
3
|
0.02%
|
Reduced
|
|