|
1951
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$860
|
$0
|
1
|
0%
|
Maintained
|
|
|
1952
|
Blume Capital Management
Berkeley,
California
|
$816
|
+$899
|
1
|
0%
|
New
|
|
|
1953
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$816
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$816
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Kiker Wealth Management
Jasper,
Georgia
|
$815
|
+$899
|
1
|
0%
|
New
|
|
|
1956
|
Nova Wealth Management
Bonita Springs,
Florida
|
$815
|
+$899
|
1
|
0%
|
New
|
|
|
1957
|
Ruedi Wealth Management
Champaign,
Illinois
|
$516
|
$0
|
1
|
0%
|
Maintained
|
|
|
1958
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$514
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$430
|
+$488
|
1
|
0%
|
New
|
|
|
1960
|
Fairscale Capital
Nashua,
New Hampshire
|
$430
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Tortoise Investment Management
White Plains,
New York
|
$430
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
EQ Wealth Advisors
Dallas,
Texas
|
$13
|
+$12
|
1
|
0%
|
New
|
|
|
1963
|
Aquatic Capital Management
Chicago,
Illinois
|
$2
|
-$29.6K
|
1
|
0%
|
Reduced
|
|
|
1964
|
272 Capital
Dallas,
Texas
|
$0
|
-$157K
|
0
|
–
|
Closed
|
|
|
1965
|
Achmea Investment Management
Zeist,
Netherlands
|
$0
|
-$4.5M
|
0
|
–
|
Closed
|
|
|
1966
|
Advanced Portfolio Management
New York
|
$0
|
-$443K
|
0
|
–
|
Closed
|
|
|
1967
|
Affinity Investment Advisors
Newport Beach,
California
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
1968
|
Alethea Capital Management
Mercer Island,
Washington
|
$0
|
-$303K
|
0
|
–
|
Closed
|
|
|
1969
|
American Assets Investment Management
San Diego,
California
|
$0
|
-$1.64M
|
0
|
–
|
Closed
|
|
|
1970
|
AMF Tjänstepension
Stockholm,
Sweden
|
$0
|
-$11.6M
|
0
|
–
|
Closed
|
|
|
1971
|
ANB Bank
Denver,
Colorado
|
$0
|
-$222K
|
0
|
–
|
Closed
|
|
|
1972
|
Apriem Advisors
Irvine,
California
|
$0
|
-$315K
|
0
|
–
|
Closed
|
|
|
1973
|
Arrow Financial
Glens Falls,
New York
|
$0
|
-$2.18M
|
0
|
–
|
Closed
|
|
|
1974
|
Aspetuck Financial Management
Westport,
Connecticut
|
$0
|
-$21.7K
|
0
|
–
|
Closed
|
|
|
1975
|
Aureus Asset Management
Boston,
Massachusetts
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|