|
1976
|
Battery Global Advisors
Boston,
Massachusetts
|
$5.88K
|
-$339K
|
2
|
0%
|
Reduced
|
|
|
1977
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$5.57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Frazier Financial Advisors
Columbus,
Ohio
|
$5.11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
TFC Financial Management
Boston,
Massachusetts
|
$5.04K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1980
|
GGM Financials
Columbus,
Ohio
|
$4.85K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Planning Project LLC
The Woodlands,
Texas
|
$4.85K
|
+$4.7K
|
1
|
0%
|
New
|
|
|
1982
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.33K
|
-$10K
|
1
|
0%
|
Reduced
|
|
|
1983
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$4.16K
|
+$4.29K
|
2
|
0%
|
New
|
|
|
1984
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$4.15K
|
+$4.68K
|
1
|
0%
|
New
|
|
|
1985
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$4.15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Richard W. Paul & Associates
Novi,
Michigan
|
$4.15K
|
-$250K
|
1
|
0%
|
Reduced
|
|
|
1987
|
Fairway Wealth
Independence,
Ohio
|
$4.02K
|
+$4.27K
|
1
|
0%
|
New
|
|
|
1988
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1989
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.9K
|
+$4.4K
|
1
|
0%
|
New
|
|
|
1990
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.87K
|
-$17.5K
|
1
|
0%
|
Reduced
|
|
|
1991
|
FWL Investment Management
Dallas,
Texas
|
$3.83K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3.83K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$3.83K
|
-$40K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Trust Company
Manhattan,
Kansas
|
$3.55K
|
+$3.74K
|
2
|
0%
|
New
|
|
|
1995
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.31K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.19K
|
-$2.55K
|
2
|
0%
|
Reduced
|
|
|
1997
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.12K
|
+$1.85K
|
3
|
0%
|
Increased
|
|
|
1998
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$3.12K
|
+$3.27K
|
2
|
0%
|
New
|
|
|
1999
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$3.11K
|
-$374
|
3
|
0%
|
Reduced
|
|
|
2000
|
Greenline Wealth Management
Boca Raton,
Florida
|
$3.06K
|
+$3.13K
|
1
|
0%
|
New
|
|