|
1976
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.68K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1977
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.63K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Your Advocates Ltd
Houston,
Texas
|
$1.63K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Copia Wealth Management
Bend,
Oregon
|
$1.61K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.61K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$1.61K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.43K
|
-$32
|
3
|
0%
|
Reduced
|
|
|
1983
|
Granite FO LLC
Bedford,
New Hampshire
|
$1.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Rogco LP
Claremore,
Oklahoma
|
$1.14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
FWL Investment Management
Dallas,
Texas
|
$1.11K
|
+$1.19K
|
1
|
0%
|
New
|
|
|
1986
|
Navigoe Wealth Management
Redondo Beach,
California
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Parkworth Wealth Management
Los Gatos,
California
|
$939
|
+$345
|
5
|
0%
|
Increased
|
|
|
1988
|
American Capital Advisory
Ketchum,
Idaho
|
$869
|
+$781
|
2
|
0%
|
Increased
|
|
|
1989
|
Estabrook Capital Management
New York
|
$807
|
+$868
|
1
|
0%
|
New
|
|
|
1990
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$725
|
-$10.2K
|
1
|
0.01%
|
Reduced
|
|
|
1991
|
Security National Bank
Omaha,
Nebraska
|
$696
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$673
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Evolution Wealth Management
Fort Myers,
Florida
|
$618
|
+$604
|
1
|
0%
|
New
|
|
|
1994
|
Financially Speaking
Greenwood Village,
Colorado
|
$552
|
+$584
|
1
|
0%
|
New
|
|
|
1995
|
Total Investment Management
Scottsdale,
Arizona
|
$497
|
+$557
|
2
|
0%
|
New
|
|
|
1996
|
Pineridge Advisors
St. Charles,
Missouri
|
$465
|
$0
|
2
|
0%
|
Maintained
|
|
|
1997
|
Ravenstone Capital Management
Toronto,
|
$464
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Clean Yield Group
Norwich,
Vermont
|
$393
|
$0
|
2
|
0%
|
Maintained
|
|
|
1999
|
Distillate Capital Partners
Chicago,
Illinois
|
$385
|
-$6.55K
|
1
|
0%
|
Reduced
|
|
|
2000
|
Bear Mountain Capital
Seattle,
Washington
|
$384
|
$0
|
2
|
0%
|
Maintained
|
|