|
1976
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$1.92K
|
+$1.37K
|
1
|
0%
|
Increased
|
|
|
1977
|
Davis Capital Management
Jacksonville,
Florida
|
$1.71K
|
+$1.68K
|
3
|
0%
|
New
|
|
|
1978
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$1.71K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Bear Mountain Capital
Seattle,
Washington
|
$1.64K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.57K
|
+$1.56K
|
1
|
0%
|
New
|
|
|
1981
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.57K
|
-$7.82K
|
1
|
0%
|
Reduced
|
|
|
1982
|
Redwood Park Advisors
Redwood City,
California
|
$1.56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
LGT Financial Advisors
Dallas,
Texas
|
$1.38K
|
-$1.1K
|
1
|
0%
|
Reduced
|
|
|
1984
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.35K
|
+$1.24K
|
2
|
0%
|
New
|
|
|
1985
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$1.21K
|
+$1.2K
|
1
|
0%
|
New
|
|
|
1986
|
E Fund Management (HK)
Central,
Hong Kong
|
$1.13K
|
+$1.12K
|
2
|
0%
|
New
|
|
|
1987
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
DecisionPoint Financial
Mesa,
Arizona
|
$979
|
$0
|
2
|
0%
|
Maintained
|
|
|
1989
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$784
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$783
|
-$1.05K
|
1
|
0%
|
Reduced
|
|
|
1991
|
|
$783
|
+$781
|
1
|
0%
|
New
|
|
|
1992
|
Signature Resources Capital Management
Newport Beach,
California
|
$783
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$519
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Fairscale Capital
Nashua,
New Hampshire
|
$519
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$519
|
+$513
|
1
|
0%
|
New
|
|
|
1996
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$305
|
+$289
|
1
|
0%
|
New
|
|
|
1997
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$184
|
+$178
|
1
|
0%
|
New
|
|
|
1998
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$173
|
+$171
|
1
|
0%
|
New
|
|
|
1999
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$0
|
-$1.64M
|
0
|
–
|
Closed
|
|
|
2000
|
Advisory Alpha
Holland,
Michigan
|
$0
|
-$262K
|
0
|
–
|
Closed
|
|