|
1951
|
DecisionPoint Financial
Mesa,
Arizona
|
$796
|
$0
|
2
|
0%
|
Maintained
|
|
|
1952
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$772
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Granite FO LLC
Bedford,
New Hampshire
|
$724
|
$0
|
1
|
0%
|
Maintained
|
|
|
1954
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$724
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$724
|
-$193
|
1
|
0%
|
Reduced
|
|
|
1956
|
Gill Capital Partners
Denver,
Colorado
|
$627
|
+$680
|
2
|
0%
|
New
|
|
|
1957
|
|
$572
|
+$424
|
1
|
0%
|
Increased
|
|
|
1958
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$524
|
-$3.12K
|
1
|
0%
|
Reduced
|
|
|
1959
|
Breakwater Investment Management
Seattle,
Washington
|
$524
|
+$591
|
1
|
0%
|
New
|
|
|
1960
|
Clear Investment Research
Alpharetta,
Georgia
|
$524
|
+$591
|
1
|
0%
|
New
|
|
|
1961
|
IMG Wealth Management
Jacksonville,
Florida
|
$524
|
-$12.4K
|
1
|
0%
|
Reduced
|
|
|
1962
|
Seneschal Advisors
Tacoma,
Washington
|
$486
|
-$338
|
2
|
0%
|
Reduced
|
|
|
1963
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$452
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
Westend Capital Management
Sausalito,
California
|
$452
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$408
|
$0
|
1
|
0%
|
Maintained
|
|
|
1966
|
|
$349
|
+$394
|
1
|
0%
|
New
|
|
|
1967
|
Olistico Wealth
Tulsa,
Oklahoma
|
$318
|
+$338
|
1
|
0%
|
New
|
|
|
1968
|
3 Factor Indexing
Sacramento,
California
|
$311
|
+$342
|
2
|
0%
|
New
|
|
|
1969
|
CrossGen Wealth
Greenville,
North Carolina
|
$271
|
$0
|
1
|
0%
|
Maintained
|
|
|
1970
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$265
|
-$97
|
2
|
0%
|
Reduced
|
|
|
1971
|
Delos Wealth Advisors
Dallas,
Texas
|
$175
|
$0
|
1
|
0%
|
Maintained
|
|
|
1972
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$174
|
+$197
|
1
|
0%
|
New
|
|
|
1973
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$65
|
+$48
|
1
|
0%
|
New
|
|
|
1974
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$0
|
-$473K
|
0
|
–
|
Closed
|
|
|
1975
|
683 Capital Management
New York
|
$0
|
-$3.09M
|
0
|
–
|
Closed
|
|