|
1976
|
|
$1.65K
|
-$16.8K
|
1
|
0%
|
Reduced
|
|
|
1977
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.64K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Castleview Partners
Dallas,
Texas
|
$1.04K
|
+$299
|
1
|
0%
|
Increased
|
|
|
1979
|
IFS Advisors
Overland Park,
Kansas
|
$988
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$979
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$845
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$725
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
ICA Group Wealth Management
Denver,
Colorado
|
$650
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
First Community Trust
Dubuque,
Iowa
|
$630
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$626
|
+$605
|
1
|
0%
|
New
|
|
|
1986
|
Clear Investment Research
Alpharetta,
Georgia
|
$590
|
-$2.49K
|
1
|
0%
|
Reduced
|
|
|
1987
|
Anfield Capital Management
Irvine,
California
|
$552
|
+$495
|
1
|
0%
|
New
|
|
|
1988
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$391
|
-$6.61K
|
2
|
0%
|
Reduced
|
|
|
1989
|
WestEnd Advisors
Charlotte,
North Carolina
|
$132
|
-$32
|
1
|
0%
|
Reduced
|
|
|
1990
|
Gordian Capital (Singapore)
Singapore
|
$130
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$130
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Elevation Wealth Partners
Santa Rosa,
California
|
$12
|
+$11
|
1
|
0%
|
New
|
|
|
1993
|
AllSquare Wealth Management
Albany,
New York
|
$3
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Able Wealth Management
Toms River,
New Jersey
|
$0
|
-$37.5K
|
0
|
–
|
Closed
|
|
|
1995
|
Advisor Resource Council
Dallas,
Texas
|
$0
|
-$294K
|
0
|
–
|
Closed
|
|
|
1996
|
Advisory Research
Chicago,
Illinois
|
$0
|
-$561K
|
0
|
–
|
Closed
|
|
|
1997
|
AJOVista
Boston,
Massachusetts
|
$0
|
-$184K
|
0
|
–
|
Closed
|
|
|
1998
|
Alpine Global Management
New York
|
$0
|
-$262K
|
0
|
–
|
Closed
|
|
|
1999
|
APG Asset Management US
New York
|
$0
|
-$4.92M
|
0
|
–
|
Closed
|
|
|
2000
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$0
|
-$1.85M
|
0
|
–
|
Closed
|
|