|
1926
|
Vigilant Capital Management
Portland,
Maine
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1927
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4K
|
+$2.94K
|
1
|
0%
|
Increased
|
|
|
1928
|
Center for Financial Planning
Southfied,
Michigan
|
$4K
|
-$736
|
1
|
0%
|
Reduced
|
|
|
1929
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4K
|
-$2.94K
|
2
|
0%
|
Reduced
|
|
|
1930
|
Kessler Investment Group
Columbus,
Indiana
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1931
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1932
|
Your Advocates Ltd
Houston,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1933
|
GS Investments
Minneapolis,
Minnesota
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1934
|
Cribstone Capital Management
Augusta,
Maine
|
$2K
|
+$1.1K
|
1
|
0%
|
Increased
|
|
|
1935
|
Enterprise Trust & Investment
Los Gatos,
California
|
$2K
|
+$2.21K
|
1
|
0%
|
New
|
|
|
1936
|
Lake Point Wealth Management
Rockwall,
Texas
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1937
|
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1938
|
Janiczek Wealth Management
Denver,
Colorado
|
$1K
|
-$2.21K
|
2
|
0%
|
Reduced
|
|
|
1939
|
TFO Wealth Partners
Maumee,
Ohio
|
$1K
|
+$1.47K
|
1
|
0%
|
New
|
|
|
1940
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$368
|
1
|
0%
|
New
|
|
|
1941
|
Wolff Wiese Magana
Carslbad,
California
|
$1K
|
+$1.47K
|
1
|
0%
|
New
|
|
|
1942
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$899
|
+$1.1K
|
1
|
0%
|
New
|
|
|
1943
|
Archer Investment Corporation
Carmel,
Indiana
|
$599
|
$0
|
1
|
0%
|
Maintained
|
|
|
1944
|
Westside Investment Management
Santa Monica,
California
|
$150
|
$0
|
1
|
0%
|
Maintained
|
|
|
1945
|
Accuvest Global Advisors
Provo,
Utah
|
$0
|
-$281K
|
0
|
–
|
Closed
|
|
|
1946
|
Activest Wealth Management
Aventure,
Florida
|
$0
|
$0
|
1
|
0%
|
Maintained
|
|
|
1947
|
Advisory Research
Chicago,
Illinois
|
$0
|
-$219K
|
0
|
–
|
Closed
|
|
|
1948
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$0
|
-$1.01M
|
0
|
–
|
Closed
|
|
|
1949
|
Aigen Investment Management
New York
|
$0
|
-$6.96M
|
0
|
–
|
Closed
|
|
|
1950
|
Alesco Advisors
Pittsford,
New York
|
$0
|
-$249K
|
0
|
–
|
Closed
|
|