|
1951
|
SG3 Management
Dorado,
Puerto Rico
|
$37K
|
-$3.61M
|
1
|
0%
|
Reduced
|
|
|
1952
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$36K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1953
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$36K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1954
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$35K
|
+$5.82K
|
2
|
0%
|
Increased
|
|
|
1955
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$35K
|
+$32.4K
|
1
|
0.02%
|
New
|
|
|
1956
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$34.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1957
|
Burleson & Co
Petaluma,
California
|
$34K
|
+$31.2K
|
3
|
0.01%
|
Increased
|
|
|
1958
|
Private Ocean
San Rafael,
California
|
$34K
|
-$3.3K
|
2
|
0%
|
Reduced
|
|
|
1959
|
Bourgeon Capital Management
Darien,
Connecticut
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1960
|
Eagle Bay Advisors
New York
|
$33K
|
-$114K
|
1
|
0.03%
|
Reduced
|
|
|
1961
|
|
$33K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Tradition Wealth Management
Edina,
Minnesota
|
$33K
|
-$699
|
1
|
0%
|
Reduced
|
|
|
1963
|
De Burlo Group
Boston,
Massachusetts
|
$32.3K
|
+$30.3K
|
1
|
0.01%
|
New
|
|
|
1964
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$32K
|
-$3.26K
|
1
|
0%
|
Reduced
|
|
|
1965
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$32K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1966
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1967
|
FSC Wealth Advisors
Fishkill,
New York
|
$32K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1968
|
Schubert & Co
Mckinney,
Texas
|
$32K
|
+$3.39K
|
6
|
0.04%
|
Increased
|
|
|
1969
|
SWS Partners
Columbus,
Ohio
|
$32K
|
+$29.5K
|
2
|
0.02%
|
New
|
|
|
1970
|
American Research & Management Company
Marion,
Massachusetts
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1971
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$31K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1972
|
Archer Investment Corporation
Carmel,
Indiana
|
$30K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1973
|
Annapolis Financial Services
Annapolis,
Maryland
|
$29K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1974
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$29K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1975
|
Bellwether Advisors
Lincoln,
Nebraska
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|