|
1976
|
Briaud Financial Planning
College Station,
Texas
|
$1K
|
+$1.56K
|
1
|
0%
|
New
|
|
|
1977
|
Financial Connections Group
Corte Madera,
California
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Anfield Capital Management
Irvine,
California
|
$987
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Davis Capital Management
Jacksonville,
Florida
|
$987
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Financially Speaking
Greenwood Village,
Colorado
|
$987
|
+$938
|
1
|
0%
|
New
|
|
|
1982
|
Lummis Asset Management
Fort Worth,
Texas
|
$987
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Mainstream Capital Management
Los Angeles,
California
|
$987
|
+$938
|
1
|
0%
|
New
|
|
|
1984
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$987
|
+$938
|
1
|
0%
|
New
|
|
|
1985
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$987
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
|
$663
|
+$625
|
1
|
0%
|
New
|
|
|
1987
|
Activest Wealth Management
Aventure,
Florida
|
$658
|
+$625
|
1
|
0%
|
New
|
|
|
1988
|
Creekmur Asset Management
Morton,
Illinois
|
$658
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$658
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$658
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$658
|
+$625
|
1
|
0%
|
New
|
|
|
1992
|
Richardson Financial Services
Medway,
Massachusetts
|
$658
|
-$313
|
1
|
0%
|
Reduced
|
|
|
1993
|
Valley Wealth Managers
Paramus,
New Jersey
|
$658
|
-$9.69K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Wiser Advisor Group
Phoenix,
Arizona
|
$658
|
+$625
|
1
|
0%
|
New
|
|
|
1995
|
Affinity Wealth
Canton,
Ohio
|
$329
|
+$313
|
1
|
0%
|
New
|
|
|
1996
|
Gould Capital
Tacoma,
Washington
|
$329
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$329
|
+$313
|
1
|
0%
|
New
|
|
|
1998
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$329
|
+$313
|
1
|
0%
|
New
|
|
|
1999
|
Sherman Asset Management
Ventura,
California
|
$329
|
+$313
|
1
|
0%
|
New
|
|
|
2000
|
Acropolis Investment Management
St. Louis,
Missouri
|
$0
|
-$101K
|
0
|
–
|
Closed
|
|