|
1951
|
Cadence Bank NA
Houston,
Texas
|
$401K
|
-$37.4K
|
1
|
0.18%
|
Reduced
|
|
|
1952
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$400K
|
-$1.25M
|
1
|
0.15%
|
Reduced
|
|
|
1953
|
Wynnefield Capital
New York
|
$400K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1954
|
Zhang Financial
Portage,
Michigan
|
$398K
|
-$64.7K
|
1
|
0.2%
|
Reduced
|
|
|
1955
|
Affiance Financial
St. Louis Park,
Minnesota
|
$390K
|
-$35.9K
|
1
|
0.3%
|
Reduced
|
|
|
1956
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$390K
|
-$3.01K
|
4
|
0.09%
|
Reduced
|
|
|
1957
|
WESPAC Advisors
Orinda,
California
|
$386K
|
-$249K
|
1
|
0.45%
|
Reduced
|
|
|
1958
|
King Wealth Management Group
Naples,
Florida
|
$385K
|
+$7.67K
|
1
|
0.16%
|
Increased
|
|
|
1959
|
Rampart Investment Management
Hartford,
Connecticut
|
$385K
|
-$716K
|
7
|
0.14%
|
Reduced
|
|
|
1960
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$383K
|
+$53.8K
|
2
|
0.03%
|
Increased
|
|
|
1961
|
Vicus Capital
State College,
Pennsylvania
|
$383K
|
+$28.4K
|
1
|
0.08%
|
Increased
|
|
|
1962
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$381K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1963
|
Elm Advisors
Burlingame,
California
|
$381K
|
-$205K
|
1
|
0.32%
|
Reduced
|
|
|
1964
|
Gradient Investments
Arden Hills,
Minnesota
|
$379K
|
+$279K
|
6
|
0.03%
|
Increased
|
|
|
1965
|
Lincoln Capital
Lincoln,
Nebraska
|
$379K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1966
|
Global Retirement Partners
San Rafael,
California
|
$377K
|
+$13.9K
|
7
|
0.21%
|
Increased
|
|
|
1967
|
Versant Capital Management
Phoenix,
Arizona
|
$375K
|
-$41.4K
|
28
|
0.21%
|
Reduced
|
|
|
1968
|
Washington Capital Management
Seattle,
Washington
|
$371K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
1969
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$367K
|
+$368K
|
1
|
0.34%
|
New
|
|
|
1970
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$366K
|
-$259K
|
1
|
0.04%
|
Reduced
|
|
|
1971
|
Toth Financial Advisory
Leesburg,
Virginia
|
$362K
|
-$519K
|
1
|
0.1%
|
Reduced
|
|
|
1972
|
Cordasco Financial Network
Naples,
Florida
|
$357K
|
$0
|
2
|
0.41%
|
Maintained
|
|
|
1973
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$357K
|
+$80.7K
|
2
|
0.11%
|
Increased
|
|
|
1974
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$355K
|
-$15.8K
|
1
|
0.34%
|
Reduced
|
|
|
1975
|
Northwest Wealth Management
Spencer,
Iowa
|
$353K
|
+$108
|
1
|
0.33%
|
Increased
|
|