|
1976
|
American National Bank & Trust
Wichita Falls,
Texas
|
$7.34K
|
-$3.28K
|
3
|
0%
|
Reduced
|
|
|
1977
|
Wolff Wiese Magana
Carslbad,
California
|
$6.9K
|
+$2.34K
|
3
|
0.01%
|
Increased
|
|
|
1978
|
Credential Qtrade Securities
Vancouver,
|
$5.89K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Piershale Financial Group
Barrington,
Illinois
|
$5.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
TFC Financial Management
Boston,
Massachusetts
|
$5.17K
|
+$979
|
3
|
0%
|
Increased
|
|
|
1981
|
Silicon Valley Capital Partners
San Jose,
California
|
$4.87K
|
-$11.4K
|
1
|
0%
|
Reduced
|
|
|
1982
|
GoalVest Advisory
New York
|
$4.86K
|
+$4.32K
|
1
|
0%
|
New
|
|
|
1983
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$4.64K
|
+$4.15K
|
1
|
0%
|
New
|
|
|
1984
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.43K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$4K
|
+$3.54K
|
1
|
0%
|
New
|
|
|
1986
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$3.25K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1989
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.12K
|
-$9.69K
|
1
|
0%
|
Reduced
|
|
|
1990
|
Performa Ltd (US)
Charleston,
South Carolina
|
$2.97K
|
-$8.05K
|
1
|
0%
|
Reduced
|
|
|
1991
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.52K
|
-$951K
|
1
|
0%
|
Reduced
|
|
|
1992
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$2.43K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
SOA Wealth Advisors
New York
|
$2.36K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1994
|
NFJ Investment Group
Dallas,
Texas
|
$2.07K
|
-$32.3M
|
1
|
0%
|
Reduced
|
|
|
1995
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.96K
|
-$1.74K
|
1
|
0%
|
Reduced
|
|
|
1996
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.82K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.7K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1998
|
Antonetti Capital Management
Naples,
Florida
|
$1.54K
|
-$4.09K
|
2
|
0%
|
Reduced
|
|
|
1999
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.52K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Focused Wealth Management
Newburgh,
New York
|
$1.33K
|
-$3.68K
|
1
|
0%
|
Reduced
|
|