|
1976
|
Team Financial Group
Temecula,
California
|
$2.61K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
New Millennium Group
Sandy,
Utah
|
$2.34K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
LM Advisors
San Diego,
California
|
$2.17K
|
+$1.9K
|
1
|
0%
|
New
|
|
|
1979
|
Provence Wealth Management Group
Irvine,
California
|
$2.09K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1980
|
Iron Horse Wealth Management
Johston,
Iowa
|
$2.06K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Horizon Bancorp
Michigan City,
Indiana
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.96K
|
+$1.14K
|
2
|
0%
|
Increased
|
|
|
1983
|
SOA Wealth Advisors
New York
|
$1.64K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1984
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.51K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$1.37K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
True Wealth Design
Akron,
Ohio
|
$1.31K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1987
|
WealthCollab
Bellevue,
Washington
|
$1.14K
|
+$998
|
1
|
0%
|
New
|
|
|
1988
|
Winthrop Capital Management
Carmel,
Indiana
|
$1.12K
|
+$1.02K
|
1
|
0%
|
New
|
|
|
1989
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
WestEnd Advisors
Charlotte,
North Carolina
|
$545
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Gladius Capital Management
Chicago,
Illinois
|
$425
|
-$8.8K
|
1
|
0%
|
Reduced
|
|
|
1992
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$241
|
+$218
|
1
|
0%
|
New
|
|
|
1993
|
AdvisorShares Investments
Bethesda,
Maryland
|
$0
|
-$429K
|
0
|
–
|
Closed
|
|
|
1994
|
Advisory Research
Chicago,
Illinois
|
$0
|
-$322K
|
0
|
–
|
Closed
|
|
|
1995
|
Appian Way Asset Management
New York
|
$0
|
-$1.5M
|
0
|
–
|
Closed
|
|
|
1996
|
Asahi Life Asset Management
Tokyo,
Japan
|
$0
|
-$258K
|
0
|
–
|
Closed
|
|
|
1997
|
Baker Avenue Asset Management
San Francisco,
California
|
$0
|
-$179K
|
0
|
–
|
Closed
|
|
|
1998
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$0
|
-$801K
|
0
|
–
|
Closed
|
|
|
1999
|
Bornite Capital Management
New York
|
$0
|
-$450K
|
0
|
–
|
Closed
|
|
|
2000
|
Briaud Financial Planning
College Station,
Texas
|
$0
|
-$2K
|
0
|
–
|
Closed
|
|