|
1951
|
Copley Financial Group
San Diego,
California
|
$1.73K
|
+$1.62K
|
1
|
0%
|
New
|
|
|
1952
|
JDM Financial Group
Austin,
Texas
|
$1.58K
|
+$1.48K
|
1
|
0%
|
New
|
|
|
1953
|
Legacy Investment Solutions
Meridian,
Idaho
|
$1.28K
|
+$1.27K
|
1
|
0%
|
New
|
|
|
1954
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.28K
|
+$1.27K
|
1
|
0%
|
New
|
|
|
1955
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$1.2K
|
-$4.56M
|
1
|
0.04%
|
Reduced
|
|
|
1956
|
Chesapeake Asset Management
New York
|
$1.13K
|
+$1.06K
|
1
|
0%
|
New
|
|
|
1957
|
First Financial Corp
Terre Haute,
Indiana
|
$1.13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1958
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$1.06K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1959
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1K
|
-$44.6K
|
1
|
0%
|
Reduced
|
|
|
1960
|
Peterson Financial Group
Des Moines,
Iowa
|
$902
|
+$845
|
1
|
0%
|
New
|
|
|
1961
|
CGC Financial Services
Lake Oswego,
Oregon
|
$752
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Gordian Capital (Singapore)
Singapore
|
$752
|
-$6.34K
|
1
|
0%
|
Reduced
|
|
|
1963
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$676
|
-$9.57K
|
1
|
0%
|
Reduced
|
|
|
1964
|
Annapolis Financial Services
Annapolis,
Maryland
|
$639
|
+$634
|
1
|
0%
|
New
|
|
|
1965
|
Bruce G. Allen Investments
Denver,
Colorado
|
$526
|
$0
|
1
|
0%
|
Maintained
|
|
|
1966
|
Claris Advisors
St. Louis,
Missouri
|
$526
|
+$493
|
1
|
0%
|
New
|
|
|
1967
|
Country Trust Bank
Bloomington,
Illinois
|
$376
|
$0
|
1
|
0%
|
Maintained
|
|
|
1968
|
Tucker Asset Management
Littleton,
Colorado
|
$372
|
$0
|
2
|
0%
|
Maintained
|
|
|
1969
|
Mendota Financial Group
Madison,
Wisconsin
|
$370
|
+$231
|
2
|
0%
|
Increased
|
|
|
1970
|
Tortoise Investment Management
White Plains,
New York
|
$214
|
$0
|
2
|
0%
|
Maintained
|
|
|
1971
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$177
|
$0
|
2
|
0%
|
Maintained
|
|
|
1972
|
DecisionPoint Financial
Mesa,
Arizona
|
$76
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
LAM Group
Lake Oswego,
Oregon
|
$75
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$0
|
-$363
|
0
|
–
|
Closed
|
|
|
1975
|
AGF Management
Toronto,
Ontario, Canada
|
$0
|
-$860K
|
0
|
–
|
Closed
|
|