|
1926
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$25K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1927
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$23.4K
|
+$23.4K
|
2
|
0.02%
|
New
|
|
|
1928
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1929
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$20K
|
-$5K
|
2
|
0.02%
|
Reduced
|
|
|
1930
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$20K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
1931
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$18K
|
+$132
|
1
|
0.02%
|
Increased
|
|
|
1932
|
Tortoise Investment Management
White Plains,
New York
|
$18K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1933
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$15K
|
-$15.7K
|
1
|
0.01%
|
Reduced
|
|
|
1934
|
Herndon Capital Management
Atlanta,
Georgia
|
$14K
|
+$13.1K
|
7
|
0%
|
New
|
|
|
1935
|
Piershale Financial Group
Barrington,
Illinois
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1936
|
SRH Advisors
Salina,
Kansas
|
$14K
|
-$1K
|
2
|
0.07%
|
Reduced
|
|
|
1937
|
USA Mutuals Advisors
Dallas,
Texas
|
$11K
|
-$3K
|
3
|
0.01%
|
Reduced
|
|
|
1938
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$11K
|
+$273
|
3
|
0.01%
|
Increased
|
|
|
1939
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1940
|
First New York Securities
New York
|
$6.21K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1941
|
CKW Financial Group
Honolulu,
Hawaii
|
$6K
|
-$10.9K
|
1
|
0%
|
Reduced
|
|
|
1942
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1943
|
D. Scott Neal
Lexington,
Kentucky
|
$5K
|
+$5.53K
|
1
|
0%
|
New
|
|
|
1944
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1945
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1946
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1947
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1949
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$630
|
2
|
0%
|
New
|
|
|
1950
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$234K
|
1
|
0%
|
Reduced
|
|