|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
$31K
|
+$235
|
1
|
0.02%
|
Increased
|
|
|
1953
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$30K
|
-$21.7K
|
1
|
0.01%
|
Reduced
|
|
|
1954
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1955
|
Bellevue Asset Management
Bellevue,
Washington
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1956
|
Simon Quick Advisors
Morristown,
New Jersey
|
$27K
|
+$11.2K
|
1
|
0.01%
|
Increased
|
|
|
1957
|
JFG Wealth Management
Denver,
Colorado
|
$24.5K
|
+$24.7K
|
1
|
0.02%
|
New
|
|
|
1958
|
West Paces Advisors
Atlanta,
Georgia
|
$24.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1959
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1960
|
First Quadrant
Glendale,
California
|
$24K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Hexavest
Montreal,
Quebec, Canada
|
$24K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$24K
|
-$6.12K
|
1
|
0.02%
|
Reduced
|
|
|
1963
|
Bray Capital Advisors
Naples,
Florida
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1964
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1965
|
Centerpoint Advisors
Needham,
Massachusetts
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1966
|
Horrell Capital Management
Little Rock,
Arkansas
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1967
|
NuWave Investment Management
Parsippany,
New Jersey
|
$16K
|
-$393K
|
1
|
0.02%
|
Reduced
|
|
|
1968
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1969
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.4K
|
-$4.95K
|
1
|
0.01%
|
Reduced
|
|
|
1970
|
Elkhorn Partners
Omaha,
Nebraska
|
$12K
|
+$12.4K
|
1
|
0.01%
|
New
|
|
|
1971
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1972
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10K
|
-$186K
|
1
|
0.01%
|
Reduced
|
|
|
1973
|
Point72 Hong Kong
Hong Kong
|
$9K
|
+$8.6K
|
1
|
0%
|
New
|
|
|
1974
|
Regal Wealth Group
Seal Beach,
California
|
$9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1975
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|