|
1976
|
CCM Investment Advisers
Columbia,
South Carolina
|
$228K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1977
|
WealthCollab
Bellevue,
Washington
|
$226K
|
+$956
|
10
|
0.16%
|
Increased
|
|
|
1978
|
Samjo Management
New York
|
$225K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1979
|
Traction Financial Partners
Encampment,
Wyoming
|
$225K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1980
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$225K
|
-$42.9K
|
1
|
0.03%
|
Reduced
|
|
|
1981
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$222K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1982
|
Old Mission Capital
Chicago,
Illinois
|
$222K
|
+$233K
|
1
|
0%
|
New
|
|
|
1983
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$222K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1984
|
Old North State Trust
Greensboro,
North Carolina
|
$222K
|
+$32.4K
|
1
|
0.19%
|
Increased
|
|
|
1985
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$221K
|
-$224K
|
1
|
0%
|
Reduced
|
|
|
1986
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$220K
|
+$223K
|
1
|
0.06%
|
New
|
|
|
1987
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$220K
|
-$1.46M
|
1
|
0.05%
|
Reduced
|
|
|
1988
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$220K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Plancorp LLC
Saint Louis,
Missouri
|
$219K
|
-$30.7K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Paulson Wealth Management
Wheaton,
Illinois
|
$219K
|
+$1.49K
|
1
|
0.06%
|
Increased
|
|
|
1991
|
TrinityPoint Wealth
Milford,
Connecticut
|
$218K
|
-$5.29K
|
1
|
0.03%
|
Reduced
|
|
|
1992
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$218K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1993
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$217K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1994
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$217K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
1995
|
New Century Financial Group
Princeton,
New Jersey
|
$217K
|
-$523K
|
1
|
0.09%
|
Reduced
|
|
|
1996
|
Client 1st Advisory Group
Dunedin,
Florida
|
$216K
|
+$226K
|
1
|
0.09%
|
New
|
|
|
1997
|
Somerset Trust
Somerset,
Pennsylvania
|
$216K
|
+$26.7K
|
1
|
0.09%
|
Increased
|
|
|
1998
|
Cable Hill Partners
Portland,
Oregon
|
$215K
|
+$225K
|
1
|
0.02%
|
New
|
|
|
1999
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$215K
|
+$225K
|
1
|
0.05%
|
New
|
|
|
2000
|
First Pacific Financial
Vancouver,
Washington
|
$215K
|
+$304
|
3
|
0.06%
|
Increased
|
|
