|
1951
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1952
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1955
|
Legacy Bridge
West Des Moines,
Iowa
|
$4K
|
-$2.83K
|
1
|
0%
|
Reduced
|
|
|
1956
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4K
|
+$3.92K
|
1
|
0%
|
New
|
|
|
1957
|
Regal Wealth Group
Seal Beach,
California
|
$4K
|
+$2.46K
|
2
|
0%
|
Increased
|
|
|
1958
|
Western Asset Management Company
Pasadena,
California
|
$4K
|
+$3.15K
|
2
|
0%
|
New
|
|
|
1959
|
Elmwood Wealth Management
Berkeley,
California
|
$3K
|
+$2.83K
|
2
|
0%
|
New
|
|
|
1960
|
Human Investing
Lake Oswego,
Oregon
|
$3K
|
-$67K
|
1
|
0%
|
Reduced
|
|
|
1961
|
Islay Capital Management
Lubbock,
Texas
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1963
|
Kessler Investment Group
Columbus,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
Steph & Co
Marinette,
Wisconsin
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
-$1.78K
|
3
|
0%
|
Reduced
|
|
|
1966
|
Blume Capital Management
Berkeley,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1967
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1968
|
First Command Bank
Fort Worth,
Texas
|
$2K
|
-$206K
|
1
|
0%
|
Reduced
|
|
|
1969
|
First Command Financial Services
Fort Worth,
Texas
|
$2K
|
-$206K
|
1
|
0%
|
Reduced
|
|
|
1970
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1971
|
West Bancorporation
West Des Moines,
Iowa
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1972
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.83K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1973
|
Atwood & Palmer
Kansas City,
Missouri
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1975
|
Bray Capital Advisors
Naples,
Florida
|
$1K
|
-$69K
|
1
|
0%
|
Reduced
|
|