| Firm Name |
Advisor/Title |
State |
Firm Type |
AUM
$ Millions |
 Date
Added |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-09-08 |
| Emerald | Isbitts
A Review of Recent Market Performance Trends | FL | RIA | 290 | 2008-09-02 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-09-02 |
| Advisors Capital | Lieberman
Hopeful Signs of Improvement | NJ | RIA | 269 | 2008-09-02 |
| Fortigent | Norton
Back to School! | MD | RIA | 265 | 2008-08-26 |
| Advisors Capital | Lieberman
Academic Debate | NJ | RIA | 269 | 2008-08-26 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-08-23 |
| Emerald | Isbitts
Here and There | FL | RIA | 290 | 2008-08-23 |
| Millennium Wave | Mauldin
It's more than Fannie and Freddie | TX | RIA | 0 | 2008-08-23 |
| Emerald | Isbitts
There Must be 50 Ways to Invest Your Assets | FL | RIA | 290 | 2008-08-21 |
| Millennium Wave | Mauldin
Whatever Happened to Decoupling? | TX | RIA | 0 | 2008-08-18 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-08-18 |
| Fortigent | Norton
Dollar Remains a Winner | MD | RIA | 265 | 2008-08-18 |
| Advisors Capital | Lieberman
Problematic Credit Risks | NJ | RIA | 269 | 2008-08-18 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-08-18 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-08-18 |
| Broadleaf Partners | MacKay
Finding Michael Phelps | OH | RIA | 14 | 2008-08-13 |
| Fortigent | Norton
Oil & Gas Retreat, Dollar Advances | MD | RIA | 265 | 2008-08-12 |
| Advisors Capital | Lieberman
Black Gold | NJ | RIA | 269 | 2008-08-11 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-08-11 |
| Prospect Wealth | Hunt
Monthly Investment Update | UK | RIA | 39 | 2008-08-11 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-08-09 |
| Emerald | Isbitts
Two Wild and Crazy Guys | FL | RIA | 290 | 2008-08-09 |
| R.W. Roge | Roge
Market Review and Outlook | NY | RIA | 245 | 2008-08-09 |
| Emerald | Isbitts
Happy Birthday GreenThought$ Part 3 of 3 | FL | RIA | 290 | 2008-08-09 |
| Millennium Wave | Mauldin
A New Asset Class - Part Two | TX | RIA | 0 | 2008-08-09 |
| Millennium Wave | Mauldin
The Rise of a New Asset Class | TX | RIA | 0 | 2008-08-04 |
| Cambridge Advisors | Anderson
July Economic Update | NE | RIA | 180 | 2008-08-04 |
| Advisors Capital | Lieberman
Is Inflation a Problem? | NJ | RIA | 269 | 2008-08-04 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-08-04 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-08-04 |
| Dean & Associates | Dean
Quarterly Commentary | CA | RIA | 111 | 2008-08-04 |
| Emerald | Isbitts
Happy Birthday Greenthought$, Part 2 of 3 | FL | RIA | 290 | 2008-08-04 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-07-31 |
| Broadleaf Partners | MacKay
Oil, Earnings, and When To Sell | OH | RIA | 14 | 2008-07-31 |
| Knightsbridge | Prichard
Summer 2008 Commentary | CA | RIA | 730 | 2008-07-29 |
| Advisors Capital | Lieberman
The Complicated World of Fannie and Freddie | NJ | RIA | 269 | 2008-07-29 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-07-28 |
| Millennium Wave | Mauldin
Earnings and Mr. Bear | TX | RIA | 0 | 2008-07-28 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-07-28 |
| Emerald | Isbitts
Happy Birthday Greenthoughts | FL | RIA | 290 | 2008-07-28 |
| Fortigent | Norton
Easing off the Gas Pedal | MD | RIA | 265 | 2008-07-28 |
| Cambridge Advisors | Anderson
June Quarterly Newsletter | NE | RIA | 180 | 2008-07-24 |
| Chess Financial | Turner
Second Quarter Market Review | OH | RIA | 316 | 2008-07-21 |
| Advisors Capital | Lieberman
GMO versus GMI | NJ | RIA | 269 | 2008-07-21 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-07-21 |
| Fortigent | Norton
Fannie, Freddie, & Oil | MD | RIA | 265 | 2008-07-21 |
| Millennium Wave | Mauldin
The World Will Not End | TX | RIA | 0 | 2008-07-19 |
| Emerald | Isbitts
Quotable | FL | RIA | 290 | 2008-07-19 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-07-19 |
| Prospect Wealth | Hunt
Quarterly Newsletter | UK | RIA | 39 | 2008-07-18 |
| Tempo Financial Advisors, LLC | Traub
The Tempo Vantage | MA | RIA | 13 | 2008-07-17 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-07-16 |
| WHM Capital Advisors | McAfee
WHM Capital Advisor’s Quarterly Review: “It Just Gets Worse” | SC | RIA | 30 | 2008-07-16 |
| Fortigent | Norton
Wall Street Rescue Again | MD | RIA | 265 | 2008-07-16 |
| Advisors Capital | Lieberman
Hysteria, Stoked by Hedge Funds and Media | NJ | RIA | 269 | 2008-07-14 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-07-14 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-07-13 |
| Millennium Wave | Mauldin
$1.6 Trillion in Losses and Counting | TX | RIA | 0 | 2008-07-13 |
| Appleton Group | Scheffler
You Ain't Seen Nothing Yet | WI | RIA | 115 | 2008-07-13 |
| Emerald | Isbitts
Style Boxes: Out of Style? | FL | RIA | 290 | 2008-07-13 |
| Broadleaf Partners | MacKay
Ugly Days, Springboards, and Silver Linings | OH | RIA | 14 | 2008-07-13 |
| Aspetuck | Byrne
Special Market Update | CT | RIA | 28 | 2008-07-13 |
| Fortigent | Norton
Jobs Pressure Again | MD | RIA | 265 | 2008-07-08 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-07-07 |
| Advisors Capital | Lieberman
What is Needed for the Economy to Improve? | NJ | RIA | 269 | 2008-07-07 |
| Emerald | Isbitts
In T-Ball as in Life | FL | RIA | 290 | 2008-07-05 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-07-05 |
| Paragon Asset Management | Ryan
The Good News (About the Bad News) | CA | RIA | 49 | 2008-07-05 |
| Fortigent | Norton
It's All About Oil...Again | MD | RIA | 265 | 2008-07-03 |
| Broadleaf Partners | Travis
Market Review & Outlook | OH | RIA | 14 | 2008-07-02 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-07-02 |
| Aspetuck | Byrne
Special Market Update | CT | RIA | 28 | 2008-07-02 |
| Brounes & Associates | Brounes
And That's The Quarter That Was | TX | RIA | 0 | 2008-07-02 |
| Advisors Capital | Lieberman
Worries Over Incompetent Policies | NJ | RIA | 269 | 2008-07-01 |
| Cambridge Advisors | Anderson
June Economic Update | NE | RIA | 180 | 2008-06-30 |
| Quest Financial Services, Inc. | Yentile
What is Risk? | MA | RIA | 29 | 2008-06-30 |
| Millennium Wave | Mauldin
The Slow Motion Recession Re-visited | TX | RIA | 0 | 2008-06-29 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-06-29 |
| Aspetuck | Byrne
Special Market Update | CT | RIA | 28 | 2008-06-25 |
| Emerald | Isbitts
The Case Against Bonds | FL | RIA | 290 | 2008-06-25 |
| Evensky & Katz | Evensky
June 2008 Newsletter | FL | RIA | 552 | 2008-06-25 |
| Fortigent | Norton
Dow Cracks 12K, Energy Up & Fed Policy Shifts | MD | RIA | 265 | 2008-06-23 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-06-23 |
| Advisors Capital | Lieberman
When Will It End? | NJ | RIA | 269 | 2008-06-23 |
| Millennium Wave | Mauldin
Warren Makes a Bet | TX | RIA | 0 | 2008-06-23 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-06-20 |
| Broadleaf Partners | Travis
Fulcrums and Flashpoints | OH | RIA | 14 | 2008-06-20 |
| Advisors Capital | Lieberman
Talk Softly and Carry a Big Stick | NJ | RIA | 269 | 2008-06-16 |
| Emerald | Isbitts
Kahnversations | FL | RIA | 290 | 2008-06-16 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-06-16 |
| Millennium Wave | Mauldin
Whip Inflation Now | TX | RIA | 0 | 2008-06-16 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-06-16 |
| Fortigent | Norton
Big 4s Dominate | MD | RIA | 265 | 2008-06-16 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-06-16 |
| Appleton Group | Scheffler
Market Commentary | WI | RIA | 115 | 2008-06-16 |
| Fortigent | Norton
Oil Rules the Roost Once Again | MD | RIA | 265 | 2008-06-11 |
| Cambridge Advisors | Anderson
No Oil Recession | NE | RIA | 180 | 2008-06-11 |
| Broadleaf Partners | Travis
Falling from Grace, Job Loss, and War | OH | RIA | 14 | 2008-06-11 |
| R.W. Roge | Grande
Some Important Numbers for 2008 | NY | RIA | 245 | 2008-06-11 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-06-09 |
| Advisors Capital | Lieberman
Moral Confusion | NJ | RIA | 269 | 2008-06-09 |
| Millennium Wave | Mauldin
When Bubbles Collide | TX | RIA | 0 | 2008-06-08 |
| Emerald | Isbitts
Roll 'Em if You Got 'Em | FL | RIA | 290 | 2008-06-08 |
| Prospect Wealth | Hunt
Investment Prospects | UK | RIA | 39 | 2008-06-08 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-06-08 |
| Cambridge Advisors | Anderson
May Economic Update | NE | RIA | 180 | 2008-06-03 |
| Broadleaf Partners | MacKay
The Commodities Debate | OH | RIA | 14 | 2008-06-03 |
| Core Asset Management | Forlines
Never Say Never | CA | RIA | 200 | 2008-06-03 |
| Fortigent | Norton
Treasury Rally at an End? | MD | RIA | 265 | 2008-06-03 |
| Advisors Capital | Lieberman
And Miles to go Before I Sleep | NJ | RIA | 269 | 2008-06-02 |
| Emerald | Isbitts
Long Term Thoughts for Today's Investor | FL | RIA | 290 | 2008-05-31 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-05-31 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-05-31 |
| Millennium Wave | Mauldin
The Problem with the Euro | TX | RIA | 0 | 2008-05-31 |
| Tarlov Financial | Tarlov
Weekly Economic Commentary | CT | RIA | 0 | 2008-05-29 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-05-27 |
| Millennium Wave | Mauldin
Whither the Price of Oil? | TX | RIA | 0 | 2008-05-26 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-05-26 |
| Emerald | Isbitts
They Said It, and We Believe It | FL | RIA | 290 | 2008-05-26 |
| Fortigent | Norton
A Few Rays of Sun Through the Clouds | MD | RIA | 265 | 2008-05-20 |
| Broadleaf Partners | MacKay
Bubbles, Barron's and Broadleaf | OH | RIA | 14 | 2008-05-19 |
| Advisors Capital | Lieberman
Turning the Long, Slow, Painful Corner | NJ | RIA | 269 | 2008-05-19 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-05-19 |
| Millennium Wave | Mauldin
The Fed at the Crossroads | TX | RIA | 0 | 2008-05-17 |
| Legacy Asset | Kaplan
Unsettling Developments | TX | RIA | 190 | 2008-05-16 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-05-16 |
| Emerald | Isbitts
Introducing Greeenthought$ "Snack-Packs" | FL | RIA | 290 | 2008-05-16 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-05-16 |
| Cambridge Advisors | Anderson
April Economic Update | NE | RIA | 180 | 2008-05-14 |
| Prospect Wealth | Hunt
Investment Prospects | UK | RIA | 39 | 2008-05-13 |
| Emerald | Isbitts
Buys, Sells, and Thought$ | FL | RIA | 290 | 2008-05-13 |
| Advisors Capital | Lieberman
The Conspiracy Raising Oil Prices | NJ | RIA | 269 | 2008-05-12 |
| Fortigent | Norton
Oil Gushing Again | MD | RIA | 265 | 2008-05-12 |
| Emerald | Isbitts
Capturing Investment Success | FL | RIA | 290 | 2008-05-12 |
| Emerald | Isbitts
Capturing Investment Success (Part 2) | FL | RIA | 290 | 2008-05-12 |
| Emerald | Isbitts
Don't Let the Market be Your Evil Twin | FL | RIA | 290 | 2008-05-12 |
| Wedgewood Partners | Rolfe
Wedgewood View 1st Quarter 2008: 100-Year Flood | MO | RIA | 550 | 2008-05-12 |
| Millennium Wave | Mauldin
Why Investors Fail | TX | RIA | 0 | 2008-05-10 |
| Brounes & Associates | Brounes
And That's The Week That Was... | TX | RIA | 0 | 2008-05-09 |
| Dean & Associates | Dean
Quarterly Commentary | CA | RIA | 111 | 2008-05-06 |
| Beacon Pointe | Kuntzman
Fasten Your Seatbelts! | CA | RIA | 4,324 | 2008-05-05 |
| Advisors Capital | Lieberman
Looking Ahead to a Gradual Recovery | NJ | RIA | 269 | 2008-05-05 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-05-05 |
| Millennium Wave | Mauldin
Lies and Other Statistics | TX | RIA | 0 | 2008-05-04 |
| Brounes & Associates | Brounes
And That's the Week That Was... | TX | RIA | 0 | 2008-05-04 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-05-01 |
| Reed, Conner & Birdwell | Bronchick
Investors Guide to Handling Sharp Objects | CA | RIA | 2,732 | 2008-04-30 |
| R.W. Roge | Roge
Market Review & Outlook | NY | RIA | 245 | 2008-04-30 |
| du Pasquier | George
Arlington Econometrics Market Commentary | NY | RIA | 36 | 2008-04-29 |
| Fortigent | Norton
Hard or Soft Landing | MD | RIA | 265 | 2008-04-29 |
| Millennium Wave | Mauldin
The Velocity of Money | TX | RIA | 0 | 2008-04-28 |
| Advisors Capital | Lieberman
More Policy Action is Still Needed | NJ | RIA | 269 | 2008-04-28 |
| Broadleaf Partners | MacKay
Storms, Steroids, and Sunnier Skies | OH | RIA | 14 | 2008-04-25 |
| Brounes & Associates | Brounes
And That\'s the Week That Was... | TX | RIA | 0 | 2008-04-25 |
| Investment Mgmt Assoc | Katsenelson
Is it a Bull, Bear or Cowardly Lion Market? | CO | RIA | 74 | 2008-04-24 |
| Symons | Symons
Quarterly Investment Letter | PA | RIA | 301 | 2008-04-24 |
| Fortigent | Norton
Inflation Time! | MD | RIA | 265 | 2008-04-23 |
| Tradition Capital | Halliburton
Economic and Market Commentary | NJ | RIA | 516 | 2008-04-22 |
| Advisors Capital | Lieberman
The Turn is Underway | NJ | RIA | 269 | 2008-04-22 |
| Brounes & Associates | Brounes
And That's the Week that Was... | TX | RIA | 0 | 2008-04-21 |
| Strategic Economic Decisions | Brock
Five Delectable Examples of “Stein’s Law” | AZ | RIA | 0 | 2008-04-21 |
| Stellar | Taddie
Collateral Damage | AZ | RIA | 160 | 2008-04-16 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-04-16 |
| Fortigent | Norton
Tax Time | MD | RIA | 265 | 2008-04-15 |
| Chess Financial | Turner
First Quarter Market Review | OH | RIA | 316 | 2008-04-14 |
| Haas | Davis
Sub-prime versus Savings & Loan Crisis | MI | RIA | 190 | 2008-04-13 |
| Appleton Group | Scheffler
Weekly Market Commentary | WI | RIA | 115 | 2008-04-13 |
| Fortigent | Norton
Gloom from the Fed | MD | RIA | 265 | 2008-04-08 |
| Cambridge Advisors | Anderson
Market Commentary | NE | RIA | 180 | 2008-04-07 |
| Noyes Capital | Noyes
Opportunity in High Quality Mega-Cap Stocks | NJ | RIA | 41 | 2008-04-03 |
| Broadleaf Partners | MacKay
First Quarter Review | OH | RIA | 14 | 2008-04-02 |
| Fortigent | Norton
Mixed Signals | MD | RIA | 265 | 2008-04-01 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-03-31 |
| Tillar-Wenstrup | Tillar
Gloomy Focus on Financials will Eventually Fade to Opportunity | OH | RIA | 70 | 2008-03-27 |
| Appleton Group | Scheffler
Weekly Market Commentary | WI | RIA | 115 | 2008-03-26 |
| Cambridge Advisors | Anderson
March Economic Commentary | NE | RIA | 180 | 2008-03-24 |
| Merriman Berkman Next | Merriman
Fine Tuning Your Asset Allocation | WA | RIA | 1,507 | 2008-03-21 |
| Appleton Group | Scheffler
Weekly Market Commentary | WI | RIA | 115 | 2008-03-20 |
| Willingdon | Kayes
The Sector Tug of War | NC | RIA | 25 | 2008-03-20 |
| Mehlich Roegiers Goldin | Mehlich
Reassurance, you did not tell me you needed the money tomorrow | FL | RIA | 90 | 2008-03-20 |
| Satovsky | Satovsky
Market Commentary | NY | RIA | 265 | 2008-03-20 |
| Kabarec | Kabarec
An Introduction to Alternative Investments | IL | RIA | 150 | 2008-03-20 |
| Fortigent | Norton
Market Gets Bear-Ish; Fed Jumps the Gun | MD | RIA | 265 | 2008-03-17 |
| Broadleaf Partners | MacKay
What's an Investor to do? | OH | RIA | 14 | 2008-03-17 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-03-17 |
| Stellar | Taddie
Are we there yet? | AZ | RIA | 160 | 2008-03-11 |
| Fortigent | Norton
Market Volatility Remains In Place | MD | RIA | 265 | 2008-03-11 |
| R.W. Roge | Roge
Uncertainty! | NY | RIA | 245 | 2008-03-07 |
| Investment Mgmt Assoc | Katsenelson
Katsenelson Predicts | CO | RIA | 74 | 2008-03-05 |
| Fortigent | Norton
Market Decline Continues; Municipals in a Confused State | MD | RIA | 265 | 2008-03-04 |
| Broadleaf Partners | MacKay
For What It's Worth, An Important Turning Point? | OH | RIA | 14 | 2008-03-04 |
| Symons | Symons
Symons Capital Management Q4 2007 Summary | PA | RIA | 301 | 2008-03-01 |
| ProVise | Ferrara
ProVise Bullets | FL | RIA | 658 | 2008-02-29 |
| Knightsbridge | Prichard
| CA | RIA | 730 | 2008-02-21 |
| Broadleaf Partners | MacKay
| OH | RIA | 14 | 2008-02-21 |
| ProVise | Ferrara
| FL | RIA | 658 | 2008-02-15 |
| Broadleaf Partners | MacKay
| OH | RIA | 14 | 2008-02-07 |
| Alexis & Palmer | Alexis
| CA | RIA | 20 | 2008-02-05 |
| ProVise | Ferrara
| FL | RIA | 658 | 2008-02-01 |
| Girard Partners | Crossett
| PA | RIA | 200 | 2008-01-31 |
| Cambiar Investors | Bott
| CO | RIA | 8,742 | 2008-01-31 |
| Financial Freedom | Newkirk
| CT | RIA | 0 | 2008-01-31 |
| Evensky & Katz | Evensky
| FL | RIA | 552 | 2008-01-30 |
| R.W. Roge | Roge
| NY | RIA | 245 | 2008-01-28 |
| Chess Financial | Turner
| OH | RIA | 316 | 2008-01-28 |
| Portfolio Solutions | Ferri
| MI | RIA | 781 | 2008-01-24 |
| Beacon Pointe | Kuntzman
| CA | RIA | 4,324 | 2008-01-23 |
| Oxford Group | Beckman
| MN | RIA | 74 | 2008-01-23 |
| Pinnacle | Eckel
| CT | RIA | 121 | 2008-01-23 |
| Swift Wealth | Swift
| IL | RIA | 0 | 2008-01-23 |
| Fortigent | Norton
| MD | RIA | 265 | 2008-01-22 |
| Quantum Capital | Aschwald
| CA | RIA | 212 | 2008-01-22 |
| Appleton Group | Scheffler
| WI | RIA | 89 | 2008-01-22 |
| Tradition Capital | Halliburton
| NJ | RIA | 516 | 2008-01-18 |
| L.J. Altfest | Altfest
| NY | RIA | 538 | 2008-01-17 |
| ProVise | Ferrara
| FL | RIA | 658 | 2008-01-16 |
| Vista Inv. Mgmt | Frankola
| PA | RIA | 33 | 2008-01-10 |
| Noyes Capital | Noyes
| NJ | RIA | 41 | 2008-01-06 |
| Golub Group | Higgins
| CA | RIA | 524 | 2008-01-04 |
| Merriman Berkman Next | Merriman
| WA | RIA | 1,507 | 2008-01-03 |
| ProVise | Ferrara
| FL | RIA | 658 | 2007-12-31 |
| Evensky & Katz | Evensky
| FL | RIA | 552 | 2007-12-17 |
| Broadleaf Partners | MacKay
| OH | RIA | 14 | 2007-09-14 |
