|
1976
|
SRH Advisors
Salina,
Kansas
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1977
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$24.3K
|
+$27.3K
|
1
|
0.03%
|
New
|
|
|
1978
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$24K
|
+$26.6K
|
1
|
0%
|
New
|
|
|
1979
|
Duncker Streett & Co
St. Louis,
Missouri
|
$23.6K
|
+$17.3K
|
1
|
0.01%
|
Increased
|
|
|
1980
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$23.4K
|
+$26.3K
|
1
|
0.01%
|
New
|
|
|
1981
|
New Millennium Group
Sandy,
Utah
|
$23.4K
|
-$5.36K
|
1
|
0.02%
|
Reduced
|
|
|
1982
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$23.1K
|
-$10.5K
|
2
|
0%
|
Reduced
|
|
|
1983
|
TD Capital Management
Memphis,
Tennessee
|
$22.6K
|
-$8K
|
2
|
0%
|
Reduced
|
|
|
1984
|
Solstein Capital
Menlo Park,
California
|
$22.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1985
|
Advisory Alpha
Holland,
Michigan
|
$22.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Financial Management Professionals
Austin,
Texas
|
$22K
|
-$35.1K
|
2
|
0%
|
Reduced
|
|
|
1987
|
Old North State Trust
Greensboro,
North Carolina
|
$22K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
1988
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$21.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Arax Advisory Partners
Denver,
Colorado
|
$21.4K
|
-$2.24K
|
2
|
0%
|
Reduced
|
|
|
1990
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$21.3K
|
+$27.4K
|
2
|
0.02%
|
New
|
|
|
1991
|
Addison Advisors
Middlebury,
Vermont
|
$21.2K
|
-$13
|
2
|
0.01%
|
Reduced
|
|
|
1992
|
Janiczek Wealth Management
Denver,
Colorado
|
$20.9K
|
-$75.2K
|
2
|
0.01%
|
Reduced
|
|
|
1993
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1994
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$20.3K
|
+$23.7K
|
2
|
0.01%
|
New
|
|
|
1995
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$20.3K
|
-$88K
|
2
|
0.02%
|
Reduced
|
|
|
1996
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$20K
|
-$12K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$19.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19.6K
|
-$80
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
D.J. St. Germain
Springfield,
Massachusetts
|
$19.2K
|
-$247K
|
1
|
0.01%
|
Reduced
|
|
|
2000
|
Clearview Wealth Advisors
Salem,
Oregon
|
$18.8K
|
-$18.9K
|
2
|
0.01%
|
Reduced
|
|