|
1926
|
Cumberland Advisors
Sarasota,
Florida
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1927
|
Hexavest
Montreal,
Quebec, Canada
|
$58K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1928
|
Catamount Wealth Management
Westport,
Connecticut
|
$56K
|
-$13K
|
1
|
0.04%
|
Reduced
|
|
|
1929
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$54K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1930
|
Trust Asset Management
Houston,
Texas
|
$49K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1931
|
FNY Managed Accounts
New York
|
$48.1K
|
+$47.9K
|
2
|
0.06%
|
New
|
|
|
1932
|
Focused Wealth Management
Newburgh,
New York
|
$45K
|
-$9.15K
|
3
|
0.03%
|
Reduced
|
|
|
1933
|
US Financial Advisors
Braintree,
Massachusetts
|
$45K
|
-$74.1K
|
5
|
0.04%
|
Reduced
|
|
|
1934
|
Mondrian Investment Partners
London,
United Kingdom
|
$43K
|
+$44.9K
|
2
|
0%
|
New
|
|
|
1935
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$41K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1936
|
Winch Advisory Services
Appleton,
Wisconsin
|
$32K
|
-$8.79K
|
2
|
0.02%
|
Reduced
|
|
|
1937
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$30K
|
+$3.87K
|
2
|
0.01%
|
Increased
|
|
|
1938
|
Wealthcare Capital Management
Richmond,
Virginia
|
$29K
|
-$312K
|
2
|
0%
|
Reduced
|
|
|
1939
|
Family Capital Trust
Peabody,
Massachusetts
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1940
|
Ruggie Capital Group
Tavares,
Florida
|
$21K
|
+$6.85K
|
3
|
0.02%
|
Increased
|
|
|
1941
|
Lenox Wealth Advisors
New York
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1942
|
Private Ocean
San Rafael,
California
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1943
|
TD Capital Management
Memphis,
Tennessee
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1944
|
Financial Advantage
Columbia,
Maryland
|
$19K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1945
|
Cambria Investment Management
Manhattan Beach,
California
|
$18K
|
+$15.8K
|
1
|
0.01%
|
Increased
|
|
|
1946
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$18K
|
+$16.4K
|
1
|
0.01%
|
New
|
|
|
1947
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$16K
|
+$106
|
2
|
0.02%
|
Increased
|
|
|
1948
|
Point72 Hong Kong
Hong Kong
|
$15K
|
-$123K
|
1
|
0.03%
|
Reduced
|
|
|
1949
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$15K
|
+$16K
|
1
|
0.01%
|
New
|
|
|
1950
|
Glassman Wealth Services
Vienna,
Virginia
|
$14K
|
$0
|
2
|
0.01%
|
Maintained
|
|