|
1976
|
West Financial Advisors
Des Moines,
Iowa
|
$29.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Elevation Wealth Partners
Santa Rosa,
California
|
$29.2K
|
+$15.4K
|
4
|
0.01%
|
Increased
|
|
|
1978
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$28.9K
|
-$2.07M
|
8
|
0.01%
|
Reduced
|
|
|
1979
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$28.7K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1980
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$28.6K
|
-$248K
|
2
|
0%
|
Reduced
|
|
|
1981
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$28.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$28.1K
|
-$7.19K
|
4
|
0.01%
|
Reduced
|
|
|
1983
|
Godfrey Financial Associates
Glenmont,
New York
|
$26.9K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1984
|
Monetary Management Group
St Louis,
Missouri
|
$25.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Fairscale Capital
Nashua,
New Hampshire
|
$25.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
Truvestments Capital
Sarasota,
Florida
|
$24.7K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1987
|
James T. Borello RIA
East Dundee,
Illinois
|
$24.2K
|
-$5.39K
|
6
|
0.01%
|
Reduced
|
|
|
1988
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$24K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1989
|
Steph & Co
Marinette,
Wisconsin
|
$23.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Longview Asset Management (California)
San Rafael,
California
|
$23.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Bellevue Asset Management
Bellevue,
Washington
|
$23.7K
|
-$5.73K
|
1
|
0.01%
|
Reduced
|
|
|
1992
|
Optiver Holding
Amsterdam,
Netherlands
|
$23.5K
|
-$339K
|
2
|
0%
|
Reduced
|
|
|
1993
|
Bangor Savings Bank
Bangor,
Maine
|
$23.4K
|
-$194K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Gill Capital Partners
Denver,
Colorado
|
$22.7K
|
+$24.9K
|
1
|
0.01%
|
New
|
|
|
1995
|
Raleigh Capital Management
Cary,
North Carolina
|
$22.6K
|
+$2.57K
|
2
|
0.01%
|
Increased
|
|
|
1996
|
Elevated Capital Advisors
Sandy,
Utah
|
$22.1K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1997
|
Community Financial Services Group
Newport,
Vermont
|
$21.4K
|
+$22.9K
|
1
|
0%
|
New
|
|
|
1998
|
MASECO Private Wealth
London,
|
$21.2K
|
-$18.8K
|
1
|
0%
|
Reduced
|
|
|
1999
|
Crewe Advisors
Salt Lake City,
Utah
|
$21.2K
|
-$656
|
3
|
0%
|
Reduced
|
|
|
2000
|
Dorato Capital Management
Denver,
Colorado
|
$20.9K
|
+$9.52K
|
2
|
0.02%
|
Increased
|
|