|
1951
|
Sierra Capital
Miami,
Florida
|
$209K
|
-$22K
|
1
|
0.03%
|
Reduced
|
|
|
1952
|
SageView Advisory Group
Newport Beach,
California
|
$209K
|
-$14.1K
|
1
|
0.01%
|
Reduced
|
|
|
1953
|
Klingman & Associates
New York
|
$209K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1954
|
Chicago Trust
Grayslake,
Illinois
|
$208K
|
+$210K
|
1
|
0.05%
|
New
|
|
|
1955
|
NorthRock Partners
Minneapolis,
Minnesota
|
$208K
|
-$43.5K
|
1
|
0.02%
|
Reduced
|
|
|
1956
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$206K
|
+$197K
|
1
|
0.03%
|
New
|
|
|
1957
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$205K
|
+$190K
|
1
|
0.02%
|
New
|
|
|
1958
|
Capstone Investment Advisors
New York
|
$205K
|
-$1.8M
|
3
|
0%
|
Reduced
|
|
|
1959
|
Capricorn Fund Managers
London,
United Kingdom
|
$205K
|
+$206K
|
1
|
0.06%
|
New
|
|
|
1960
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$204K
|
-$69.2K
|
1
|
0.21%
|
Reduced
|
|
|
1961
|
Rice Partnership
Honolulu,
Hawaii
|
$203K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1962
|
Principle Wealth Partners
Madison,
Connecticut
|
$203K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1963
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$202K
|
-$3.46K
|
1
|
0.1%
|
Reduced
|
|
|
1964
|
VeraBank
Henderson,
Texas
|
$202K
|
-$50K
|
1
|
0.09%
|
Reduced
|
|
|
1965
|
Clean Yield Group
Norwich,
Vermont
|
$202K
|
-$7.83K
|
4
|
0.09%
|
Reduced
|
|
|
1966
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$201K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1967
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$201K
|
+$203K
|
1
|
0.19%
|
New
|
|
|
1968
|
Waddell & Associates
Memphis,
Tennessee
|
$200K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1969
|
First Command Bank
Fort Worth,
Texas
|
$198K
|
-$8.04K
|
1
|
0.02%
|
Reduced
|
|
|
1970
|
First Command Financial Services
Fort Worth,
Texas
|
$198K
|
-$8.04K
|
1
|
0.02%
|
Reduced
|
|
|
1971
|
GHP Investment Advisors
Denver,
Colorado
|
$197K
|
-$3.16K
|
4
|
0.01%
|
Reduced
|
|
|
1972
|
Arax Advisory Partners
Denver,
Colorado
|
$192K
|
-$800
|
9
|
0.03%
|
Reduced
|
|
|
1973
|
SteelPeak Wealth
Woodland Hills,
California
|
$191K
|
+$181K
|
1
|
0.01%
|
New
|
|
|
1974
|
Kalos Management
Alpharetta,
Georgia
|
$188K
|
+$205K
|
4
|
0.38%
|
New
|
|
|
1975
|
Seaport Global Advisors
Boston,
Massachusetts
|
$186K
|
+$24.1K
|
1
|
0.59%
|
Increased
|
|