|
1976
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15.6K
|
-$4.28K
|
1
|
0%
|
Reduced
|
|
|
1977
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$15.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Front Row Advisors
Tiburon,
California
|
$15.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$15.1K
|
-$870
|
2
|
0.01%
|
Reduced
|
|
|
1980
|
Darwin Wealth Management
Tampa,
Florida
|
$14.7K
|
+$12.6K
|
1
|
0%
|
New
|
|
|
1981
|
Tidemark
San Diego,
California
|
$14.6K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1982
|
Arlington Trust
Birmingham,
Alabama
|
$13.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$13.8K
|
+$1K
|
2
|
0%
|
Increased
|
|
|
1984
|
BOK Financial Private Wealth
Denver,
Colorado
|
$13.8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
VitalStone Financial
Shavano Park,
Texas
|
$13.4K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1986
|
McIlrath & Eck
Arlington,
Washington
|
$13.3K
|
+$2.07K
|
1
|
0%
|
Increased
|
|
|
1987
|
American Capital Advisory
Ketchum,
Idaho
|
$13.1K
|
-$1.2K
|
1
|
0.01%
|
Reduced
|
|
|
1988
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$13K
|
+$11.2K
|
1
|
0.01%
|
New
|
|
|
1989
|
Signature Resources Capital Management
Newport Beach,
California
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Caldwell Sutter Capital
Sausalito,
California
|
$12.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
LGL Partners
Philadelphia,
Pennsylvania
|
$12.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Financial Gravity Companies
Lakeway,
Texas
|
$12K
|
+$12.3K
|
2
|
0%
|
New
|
|
|
1994
|
Kessler Investment Group
Columbus,
Indiana
|
$11.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$11.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11K
|
-$6.02K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Valued Wealth Advisors
Holladay,
Utah
|
$10.6K
|
+$669
|
2
|
0.01%
|
Increased
|
|
|
1998
|
Caldwell Trust
Venice,
Florida
|
$10.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
PFS Partners
Mine Hill,
New Jersey
|
$10.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Painted Porch Advisors
Santa Barbara,
California
|
$10.2K
|
-$3.48K
|
1
|
0.01%
|
Reduced
|
|