|
1976
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$47K
|
+$45.4K
|
4
|
0.02%
|
New
|
|
|
1977
|
Cordasco Financial Network
Naples,
Florida
|
$47K
|
+$763
|
3
|
0.04%
|
Increased
|
|
|
1978
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$47K
|
+$48.6K
|
1
|
0.03%
|
New
|
|
|
1979
|
NVWM LLC
Yardley,
Pennsylvania
|
$47K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1980
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$47K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1981
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$45K
|
+$6.52K
|
2
|
0.02%
|
Increased
|
|
|
1982
|
First Bank & Trust
Brookings,
South Dakota
|
$43K
|
-$79.2K
|
2
|
0.03%
|
Reduced
|
|
|
1983
|
PrairieView Partners
St. Paul,
Minnesota
|
$43K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
MCF Advisors
Covington,
Kentucky
|
$41K
|
+$756
|
2
|
0.01%
|
Increased
|
|
|
1985
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$40K
|
+$40.2K
|
3
|
0.04%
|
New
|
|
|
1986
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$39K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1987
|
Norway Savings Bank
Portland,
Maine
|
$39K
|
-$12.5K
|
1
|
0.03%
|
Reduced
|
|
|
1988
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$38K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1989
|
Tarbox Family Office
Newport Beach,
California
|
$38K
|
-$2.92K
|
6
|
0.01%
|
Reduced
|
|
|
1990
|
TFO Wealth Partners
Maumee,
Ohio
|
$38K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1991
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$37K
|
+$6.18K
|
3
|
0.02%
|
Increased
|
|
|
1992
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$36K
|
-$1.48K
|
1
|
0.03%
|
Reduced
|
|
|
1993
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$36K
|
-$1.79K
|
3
|
0.02%
|
Reduced
|
|
|
1994
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$36K
|
+$37.9K
|
1
|
0.02%
|
New
|
|
|
1995
|
Horan Securities
Cincinnati,
United States
|
$34K
|
+$17K
|
3
|
0.04%
|
Increased
|
|
|
1996
|
Lagoda Investment Management
New York
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1997
|
MilWealth Group
Milwaukee,
Wisconsin
|
$33.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$33K
|
+$2.94K
|
3
|
0.01%
|
Increased
|
|
|
1999
|
Financial Insights
Tacoma,
Washington
|
$33K
|
+$492K
|
1
|
0.03%
|
New
|
|
|
2000
|
Center for Financial Planning
Southfied,
Michigan
|
$32K
|
-$203K
|
3
|
0.01%
|
Reduced
|
|