|
1976
|
Level Financial Advisors
East Amherst,
New York
|
$6.87K
|
+$6.81K
|
1
|
0%
|
New
|
|
|
1977
|
Halpern Financial
Ashburn,
Virginia
|
$6.85K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Chesapeake Asset Management
New York
|
$6.84K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
RFP Financial Group
Atlanta,
Georgia
|
$6.84K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$6.17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
PSI Advisors
Tampa,
Florida
|
$5.28K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1982
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$4.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$4.56K
|
+$4.54K
|
1
|
0%
|
New
|
|
|
1984
|
Eukles Asset Management
Cincinnati,
Ohio
|
$4.56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$4.56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Valley Wealth Managers
Paramus,
New Jersey
|
$4.56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
New Millennium Group
Sandy,
Utah
|
$4.11K
|
-$957
|
1
|
0%
|
Reduced
|
|
|
1988
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$4.01K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Paladin Advisory Group
Clive,
Iowa
|
$3.72K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.54K
|
-$120K
|
1
|
0%
|
Reduced
|
|
|
1993
|
Credential Qtrade Securities
Vancouver,
|
$3.52K
|
-$957
|
1
|
0%
|
Reduced
|
|
|
1994
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3.29K
|
+$3.3K
|
1
|
0%
|
New
|
|
|
1995
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
+$648
|
3
|
0%
|
Increased
|
|
|
1997
|
First National Bank of South Miami
South Miami,
Florida
|
$2.61K
|
-$50.6K
|
2
|
0%
|
Reduced
|
|
|
1998
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.45K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Front Row Advisors
Tiburon,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$2K
|
-$765
|
1
|
0%
|
Reduced
|
|