|
1976
|
Enterprise Trust & Investment
Los Gatos,
California
|
$18K
|
+$18.1K
|
2
|
0.01%
|
New
|
|
|
1977
|
Gables Capital Management
Miami,
Florida
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$18K
|
+$4.17K
|
2
|
0%
|
Increased
|
|
|
1979
|
Investmark Advisory Group
Shelton,
Connecticut
|
$18K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Tacita Capital
Toronto,
Ontario, Canada
|
$17K
|
-$4.59K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Delos Wealth Advisors
Dallas,
Texas
|
$16K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1982
|
LMR Partners
London,
United Kingdom
|
$16K
|
-$172K
|
1
|
0%
|
Reduced
|
|
|
1983
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Formidable Asset Management
Cincinnati,
Ohio
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
PrairieView Partners
St. Paul,
Minnesota
|
$14K
|
+$15.4K
|
1
|
0%
|
New
|
|
|
1986
|
Clearview Wealth Advisors
Salem,
Oregon
|
$13K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1987
|
Horrell Capital Management
Little Rock,
Arkansas
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
Valley Wealth Managers
Paramus,
New Jersey
|
$13K
|
+$11.8K
|
2
|
0%
|
New
|
|
|
1989
|
Destiny Wealth Partners
Tavares,
Florida
|
$12K
|
+$3.62K
|
1
|
0%
|
Increased
|
|
|
1990
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
WR Wealth Planners
Columbia,
Missouri
|
$11K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1992
|
Achmea Investment Management
Zeist,
Netherlands
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$11K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1994
|
Aquatic Capital Management
Chicago,
Illinois
|
$10K
|
-$81.7K
|
1
|
0%
|
Reduced
|
|
|
1995
|
Column Capital Advisors
Indianapolis,
Indiana
|
$10K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1996
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
United Community Bank
Greenville,
South Carolina
|
$9.57K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1998
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$9K
|
+$15.7K
|
1
|
0.01%
|
New
|
|
|
1999
|
Halpern Financial
Ashburn,
Virginia
|
$8.46K
|
-$7.21K
|
1
|
0%
|
Reduced
|
|
|
2000
|
TFO Wealth Partners
Maumee,
Ohio
|
$8K
|
-$40.3K
|
2
|
0%
|
Reduced
|
|