|
1951
|
Somerset Trust
Somerset,
Pennsylvania
|
$12K
|
-$1.56M
|
1
|
0.01%
|
Reduced
|
|
|
1952
|
Regal Wealth Group
Seal Beach,
California
|
$11K
|
-$13.4K
|
1
|
0.01%
|
Reduced
|
|
|
1953
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
Crewe Advisors
Salt Lake City,
Utah
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Daiwa SB Investments
Tokyo,
Japan
|
$8K
|
-$228K
|
1
|
0%
|
Reduced
|
|
|
1956
|
Fred Alger Management
New York
|
$8K
|
-$17.8K
|
1
|
0%
|
Reduced
|
|
|
1957
|
1 North Wealth Services
Annapolis,
Maryland
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1958
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
Balentine LLC
Atlanta,
Georgia
|
$6K
|
+$5.61K
|
1
|
0%
|
New
|
|
|
1961
|
Canton Hathaway
Providence,
Rhode Island
|
$6K
|
+$5.74K
|
1
|
0%
|
New
|
|
|
1962
|
Simon Quick Advisors
Morristown,
New Jersey
|
$5K
|
-$1.53K
|
1
|
0%
|
Reduced
|
|
|
1963
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
+$3.31K
|
1
|
0%
|
Increased
|
|
|
1964
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3K
|
+$3.19K
|
1
|
0%
|
New
|
|
|
1966
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
+$2.8K
|
1
|
0%
|
New
|
|
|
1967
|
NuWave Investment Management
Parsippany,
New Jersey
|
$3K
|
-$299K
|
1
|
0%
|
Reduced
|
|
|
1968
|
Cerebellum
San Francisco,
California
|
$2K
|
-$306K
|
1
|
0%
|
Reduced
|
|
|
1969
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1970
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2K
|
+$2.42K
|
1
|
0%
|
New
|
|
|
1971
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1972
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1975
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$127
|
1
|
0%
|
Increased
|
|