|
1976
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$4.71K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
Principia Wealth Advisory
Dallas,
Texas
|
$4.15K
|
+$4.2K
|
3
|
0%
|
New
|
|
|
1978
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.98K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
West Financial Advisors
Des Moines,
Iowa
|
$3.9K
|
+$3.9K
|
1
|
0%
|
New
|
|
|
1980
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.79K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1981
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3.77K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
Redwood Park Advisors
Redwood City,
California
|
$3.69K
|
+$3.67K
|
3
|
0%
|
New
|
|
|
1983
|
SouthState Corp
Winter Haven,
Florida
|
$3.55K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1984
|
Pacifica Partners
Surrey,
Canada
|
$3.54K
|
+$3.55K
|
1
|
0%
|
New
|
|
|
1985
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$3K
|
-$809
|
2
|
0%
|
Reduced
|
|
|
1986
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.98K
|
+$3.29K
|
1
|
0%
|
New
|
|
|
1987
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$2.83K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
Winnow Wealth
Waco,
Texas
|
$2.82K
|
+$3.31K
|
3
|
0%
|
New
|
|
|
1989
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$2.31K
|
-$2.62M
|
1
|
0%
|
Reduced
|
|
|
1990
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
+$705
|
2
|
0%
|
Increased
|
|
|
1991
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2K
|
+$2.23K
|
1
|
0%
|
New
|
|
|
1992
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.95K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.94K
|
+$1.92K
|
3
|
0%
|
New
|
|
|
1994
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$1.93K
|
+$1.98K
|
3
|
0%
|
New
|
|
|
1995
|
Bear Mountain Capital
Seattle,
Washington
|
$1.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$1.79K
|
+$1.77K
|
1
|
0%
|
New
|
|
|
1997
|
Stance Capital
Boston,
Massachusetts
|
$1.3K
|
+$1.41K
|
2
|
0%
|
New
|
|
|
1998
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.05K
|
+$1.18K
|
1
|
0%
|
New
|
|
|
1999
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
PSI Advisors
Tampa,
Florida
|
$983
|
+$1.32K
|
1
|
0%
|
New
|
|