|
1976
|
First Community Trust
Dubuque,
Iowa
|
$27K
|
+$3.49K
|
1
|
0.03%
|
Increased
|
|
|
1977
|
West Branch Capital
Amherst,
Massachusetts
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Investors Research Corp
Atlanta,
Georgia
|
$26K
|
-$3.3K
|
2
|
0.01%
|
Reduced
|
|
|
1979
|
PFS Partners
Mine Hill,
New Jersey
|
$25.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$25K
|
+$22.3K
|
1
|
0.02%
|
New
|
|
|
1981
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1982
|
Robbins Farley
Bedford,
New Hampshire
|
$25K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1983
|
Sierra Capital
Miami,
Florida
|
$25K
|
-$4.75K
|
4
|
0%
|
Reduced
|
|
|
1984
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$24K
|
-$1K
|
1
|
0%
|
Reduced
|
|
|
1985
|
American National Bank & Trust
Wichita Falls,
Texas
|
$23K
|
+$18.2K
|
2
|
0%
|
Increased
|
|
|
1986
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1987
|
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Operose Advisors
Milwaukee,
Wisconsin
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$22K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1990
|
Raleigh Capital Management
Cary,
North Carolina
|
$21K
|
+$19.1K
|
2
|
0.01%
|
New
|
|
|
1991
|
Accel Wealth Management
Waverly,
Iowa
|
$20K
|
+$1.3K
|
3
|
0.01%
|
Increased
|
|
|
1992
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$20K
|
-$9K
|
1
|
0.02%
|
Reduced
|
|
|
1993
|
Mizuho Securities
Tokyo,
Japan
|
$20K
|
+$2.66K
|
2
|
0%
|
Increased
|
|
|
1994
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Tacita Capital
Toronto,
Ontario, Canada
|
$20K
|
+$18.6K
|
1
|
0.01%
|
New
|
|
|
1996
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$18K
|
+$16.9K
|
1
|
0%
|
New
|
|
|
1997
|
Clearview Wealth Advisors
Salem,
Oregon
|
$17K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1998
|
Cordant Inc
Portland,
Oregon
|
$17K
|
+$16K
|
5
|
0.01%
|
New
|
|
|
1999
|
Gables Capital Management
Miami,
Florida
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$17K
|
$0
|
1
|
0%
|
Maintained
|
|