|
1976
|
TimeScale Financial
Danvers,
Massachusetts
|
$13K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1977
|
United Asset Strategies
Garden City,
New York
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
MilWealth Group
Milwaukee,
Wisconsin
|
$12.2K
|
+$12.7K
|
1
|
0%
|
New
|
|
|
1979
|
Activest Wealth Management
Aventure,
Florida
|
$12K
|
-$2.63K
|
4
|
0.01%
|
Reduced
|
|
|
1980
|
AllSquare Wealth Management
Albany,
New York
|
$12K
|
-$6K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$12K
|
-$8K
|
3
|
0%
|
Reduced
|
|
|
1982
|
Winch Advisory Services
Appleton,
Wisconsin
|
$12K
|
+$11.3K
|
2
|
0%
|
Increased
|
|
|
1983
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1984
|
Perennial Investment Advisors
Los Angeles,
California
|
$11K
|
-$11.7K
|
1
|
0%
|
Reduced
|
|
|
1985
|
Resolute Advisors
San Francisco,
California
|
$11K
|
+$1.96K
|
2
|
0%
|
Increased
|
|
|
1986
|
TD Capital Management
Memphis,
Tennessee
|
$11K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1987
|
Truehand Inc
Strafford,
New Hampshire
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$11K
|
+$12.1K
|
1
|
0.01%
|
New
|
|
|
1989
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Centerpoint Advisors
Needham,
Massachusetts
|
$10K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1992
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$10K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Lake Point Wealth Management
Rockwall,
Texas
|
$10K
|
-$21.1K
|
3
|
0%
|
Reduced
|
|
|
1994
|
Pasadena Private Wealth
Pasadena,
California
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Retirement Group
San Diego,
California
|
$10K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1996
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$9K
|
+$1.56K
|
1
|
0%
|
Increased
|
|
|
1997
|
SRH Advisors
Salina,
Kansas
|
$9K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1998
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Aspire Private Capital
Cornelius,
North Carolina
|
$8K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2000
|
Ballew Advisors
Jackson,
Mississippi
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|