|
1976
|
ESL Trust Services
Rochester,
New York
|
$4.75K
|
+$4.19K
|
1
|
0%
|
New
|
|
|
1977
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$4.41K
|
+$598
|
1
|
0%
|
Increased
|
|
|
1978
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
City State Bank
Norwalk,
Iowa
|
$4.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Eagle Bay Advisors
New York
|
$4.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$4.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Tucker Asset Management
Littleton,
Colorado
|
$4.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$4K
|
+$101K
|
1
|
0%
|
New
|
|
|
1985
|
Chesapeake Asset Management
New York
|
$3.73K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$3.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Berkshire Capital Holdings
San Jose,
California
|
$3.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$3.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Main Street Group
Glen Allen,
Virginia
|
$3.07K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.05K
|
-$29.9K
|
1
|
0%
|
Reduced
|
|
|
1991
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.05K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
E Fund Management (HK)
Central,
Hong Kong
|
$2K
|
+$1.79K
|
1
|
0%
|
New
|
|
|
1993
|
Dunhill Financial
London,
United Kingdom
|
$1.8K
|
+$1.5K
|
1
|
0%
|
New
|
|
|
1994
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Clear Investment Research
Alpharetta,
Georgia
|
$1.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
|
$1.7K
|
+$1.5K
|
1
|
0%
|
New
|
|
|
1997
|
WFA of San Diego
San Diego,
California
|
$1.36K
|
+$1.2K
|
1
|
0%
|
New
|
|
|
1998
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.36K
|
+$1.2K
|
1
|
0%
|
New
|
|
|
1999
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.02K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
True Wealth Design
Akron,
Ohio
|
$1.02K
|
-$299
|
1
|
0%
|
Reduced
|
|