|
1951
|
Regal Wealth Group
Seal Beach,
California
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1952
|
Strategic Wealth Partners
Independence,
Ohio
|
$26K
|
+$26K
|
1
|
0.01%
|
New
|
|
|
1953
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$25K
|
+$15.1K
|
1
|
0.01%
|
Increased
|
|
|
1954
|
MU Investments Company
Tokyo,
Japan
|
$25K
|
-$12.2K
|
1
|
0.02%
|
Reduced
|
|
|
1955
|
Shamrock Asset Management
Dallas,
Texas
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1956
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$23K
|
-$9.89K
|
1
|
0.02%
|
Reduced
|
|
|
1957
|
Horrell Capital Management
Little Rock,
Arkansas
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1958
|
Sonora Investment Management
Tucson,
Arizona
|
$20.1K
|
+$6.98K
|
1
|
0%
|
Increased
|
|
|
1959
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$19K
|
+$19.2K
|
1
|
0.01%
|
New
|
|
|
1960
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$16K
|
+$145
|
1
|
0.01%
|
Increased
|
|
|
1961
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$15K
|
-$15.3K
|
1
|
0.01%
|
Reduced
|
|
|
1962
|
Skylands Capital
Milwaukee,
Wisconsin
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1963
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12K
|
-$14K
|
1
|
0%
|
Reduced
|
|
|
1964
|
ClariVest Asset Management
San Diego,
California
|
$9K
|
+$8.58K
|
1
|
0%
|
New
|
|
|
1965
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1966
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$8K
|
+$8.43K
|
1
|
0.01%
|
New
|
|
|
1967
|
Ford Financial Group
Fresno,
California
|
$7K
|
+$7.13K
|
1
|
0.01%
|
New
|
|
|
1968
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
-$727
|
1
|
0%
|
Reduced
|
|
|
1969
|
Fred Alger Management
New York
|
$5K
|
-$14K
|
1
|
0%
|
Reduced
|
|
|
1970
|
FNY Partners Fund
New York
|
$3K
|
-$12.2K
|
1
|
0%
|
Reduced
|
|
|
1971
|
NuWave Investment Management
Parsippany,
New Jersey
|
$3K
|
+$3.05K
|
1
|
0%
|
New
|
|
|
1972
|
Delphi Private Advisors
San Diego,
California
|
$2K
|
-$3.78K
|
1
|
0%
|
Reduced
|
|
|
1973
|
Macroview Investment Management
Bethesda,
Maryland
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
-$3.35K
|
1
|
0%
|
Reduced
|
|
|
1975
|
Albion Financial Group
Salt Lake City,
Utah
|
$0
|
-$402K
|
0
|
–
|
Closed
|
|