|
1951
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1952
|
|
$3K
|
-$68K
|
1
|
0%
|
Reduced
|
|
|
1953
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3K
|
+$2.56K
|
1
|
0%
|
New
|
|
|
1955
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1956
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
+$405
|
1
|
0%
|
Increased
|
|
|
1957
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
-$28.3K
|
1
|
0%
|
Reduced
|
|
|
1958
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Global Financial Private Capital
Sarasota,
Florida
|
$1K
|
-$213K
|
1
|
0%
|
Reduced
|
|
|
1960
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Strategic Wealth Partners
Independence,
Ohio
|
$27
|
+$135
|
1
|
0%
|
Increased
|
|
|
1962
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$0
|
-$147K
|
0
|
–
|
Closed
|
|
|
1963
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$0
|
-$555K
|
0
|
–
|
Closed
|
|
|
1964
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$0
|
-$139K
|
0
|
–
|
Closed
|
|
|
1965
|
Ascent Wealth Partners
New Hartford,
New York
|
$0
|
-$201K
|
0
|
–
|
Closed
|
|
|
1966
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$0
|
-$267K
|
0
|
–
|
Closed
|
|
|
1967
|
Avalon Investment & Advisory
Houston,
Texas
|
$0
|
-$215K
|
0
|
–
|
Closed
|
|
|
1968
|
Banco de Sabadell
Miami,
Florida
|
$0
|
-$2.32M
|
0
|
–
|
Closed
|
|
|
1969
|
Beacon Pointe Advisors
Newport Beach,
California
|
$0
|
-$348K
|
0
|
–
|
Closed
|
|
|
1970
|
BlueCrest Capital Management
St Helier,
Jersey
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
1971
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$0
|
-$1.15M
|
0
|
–
|
Closed
|
|
|
1972
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$0
|
-$68K
|
0
|
–
|
Closed
|
|
|
1973
|
Bristlecone Advisors
Bellevue,
Washington
|
$0
|
-$421K
|
0
|
–
|
Closed
|
|
|
1974
|
Capital Fund Management (CFM)
Paris,
France
|
$0
|
-$1.98M
|
0
|
–
|
Closed
|
|
|
1975
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|