|
1976
|
Lavaca Capital
Houston,
Texas
|
$3.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$3.66K
|
+$4.18K
|
1
|
0%
|
New
|
|
|
1978
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.36K
|
-$1.4K
|
1
|
0%
|
Reduced
|
|
|
1979
|
Bare Financial Services
Gap,
Pennsylvania
|
$3.36K
|
+$697
|
1
|
0%
|
Increased
|
|
|
1980
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.2K
|
+$2.09K
|
1
|
0%
|
Increased
|
|
|
1981
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.06K
|
-$25.1K
|
1
|
0%
|
Reduced
|
|
|
1982
|
Marshall Investment Management
Littleton,
Colorado
|
$3.05K
|
+$3.49K
|
1
|
0%
|
New
|
|
|
1983
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$3.05K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
PrairieView Partners
St. Paul,
Minnesota
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$2.75K
|
+$3.14K
|
1
|
0%
|
New
|
|
|
1986
|
Chelsea Counsel Company
Los Angeles,
California
|
$2.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Decker Retirement Planning
Levi,
Utah
|
$2.75K
|
-$19.5K
|
1
|
0%
|
Reduced
|
|
|
1988
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
New Millennium Group
Sandy,
Utah
|
$2.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.68K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Bear Mountain Capital
Seattle,
Washington
|
$2.6K
|
+$1.4K
|
1
|
0%
|
Increased
|
|
|
1992
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.44K
|
-$1.74K
|
1
|
0%
|
Reduced
|
|
|
1993
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$2.44K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$2.44K
|
+$1.4K
|
1
|
0.04%
|
Increased
|
|
|
1995
|
Winnow Wealth
Waco,
Texas
|
$2.22K
|
+$1.05K
|
1
|
0%
|
Increased
|
|
|
1996
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.14K
|
+$2.44K
|
1
|
0%
|
New
|
|
|
1997
|
Pflug Koory
Omaha,
Nebraska
|
$2.14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$2.14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.98K
|
-$785
|
1
|
0%
|
Reduced
|
|
|
2000
|
American Capital Advisory
Ketchum,
Idaho
|
$1.83K
|
$0
|
1
|
0%
|
Maintained
|
|