|
1951
|
Knuff & Co
Foster City,
California
|
$8K
|
+$8.87K
|
1
|
0%
|
New
|
|
|
1952
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$8K
|
+$8.29K
|
1
|
0%
|
New
|
|
|
1953
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$7K
|
+$7.71K
|
2
|
0%
|
New
|
|
|
1954
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$7K
|
+$7.19K
|
1
|
0.01%
|
New
|
|
|
1956
|
West Bancorporation
West Des Moines,
Iowa
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1957
|
RPG Investment Advisory
Pleasanton,
California
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1958
|
Global Financial Private Client
Sarasota,
Florida
|
$5.96K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1959
|
Bellevue Asset Management
Bellevue,
Washington
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Human Investing
Lake Oswego,
Oregon
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$5K
|
-$27.7K
|
1
|
0%
|
Reduced
|
|
|
1963
|
Tarbox Family Office
Newport Beach,
California
|
$5K
|
-$1K
|
4
|
0%
|
Reduced
|
|
|
1964
|
Sutton Wealth Advisors
Tampa,
Florida
|
$4.61K
|
-$12.8K
|
1
|
0%
|
Reduced
|
|
|
1965
|
TFO Wealth Partners
Maumee,
Ohio
|
$4K
|
+$4.33K
|
1
|
0%
|
New
|
|
|
1966
|
Archer Investment Corporation
Carmel,
Indiana
|
$3.02K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1967
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1968
|
Clean Yield Group
Norwich,
Vermont
|
$3K
|
+$3.49K
|
2
|
0%
|
New
|
|
|
1969
|
Cordant Inc
Portland,
Oregon
|
$3K
|
+$2.86K
|
1
|
0%
|
New
|
|
|
1970
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1971
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1972
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
-$3.45K
|
1
|
0.01%
|
Reduced
|
|
|
1973
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
Adams Wealth Management
Logan,
Utah
|
$2K
|
+$1.56K
|
1
|
0%
|
New
|
|
|
1975
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2K
|
-$7.31K
|
1
|
0%
|
Reduced
|
|