|
1951
|
Bartlett & Co
Cincinnati,
Ohio
|
$11K
|
+$12.8K
|
2
|
0%
|
New
|
|
|
1952
|
Community Bank
Dewitt,
New York
|
$11K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1953
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11K
|
-$1.99K
|
2
|
0%
|
Reduced
|
|
|
1954
|
Jones Financial Companies
Des Peres,
Missouri
|
$9K
|
-$19.9K
|
2
|
0%
|
Reduced
|
|
|
1955
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$9K
|
+$8.36K
|
2
|
0%
|
Increased
|
|
|
1956
|
Bellevue Asset Management
Bellevue,
Washington
|
$8K
|
-$2.87K
|
3
|
0%
|
Reduced
|
|
|
1957
|
Clearview Wealth Advisors
Salem,
Oregon
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1958
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8K
|
-$88K
|
1
|
0%
|
Reduced
|
|
|
1959
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$7.45K
|
+$8.67K
|
1
|
0.01%
|
New
|
|
|
1960
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$7K
|
+$8.67K
|
1
|
0%
|
New
|
|
|
1961
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7K
|
-$199K
|
2
|
0%
|
Reduced
|
|
|
1962
|
Founders Capital Management (Texas)
Houston,
Texas
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1963
|
Orion Capital Management
Coronado,
California
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
Ovata Capital Management
Hong Kong
|
$7K
|
+$7.69K
|
1
|
0%
|
New
|
|
|
1965
|
|
$6.48K
|
-$7.3M
|
1
|
0%
|
Reduced
|
|
|
1966
|
American National Bank & Trust
Wichita Falls,
Texas
|
$6K
|
+$5.75K
|
1
|
0%
|
New
|
|
|
1967
|
CNB Bank
Clearfield,
Pennsylvania
|
$6K
|
+$7.21K
|
1
|
0%
|
New
|
|
|
1968
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$6K
|
-$142K
|
1
|
0.01%
|
Reduced
|
|
|
1969
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1970
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$6K
|
+$2.6K
|
2
|
0%
|
Increased
|
|
|
1971
|
Robbins Farley
Bedford,
New Hampshire
|
$6K
|
+$1.85K
|
1
|
0%
|
Increased
|
|
|
1972
|
Tamar Securities
Woodland Hills,
California
|
$6K
|
+$5.09K
|
1
|
0%
|
New
|
|
|
1973
|
TFC Financial Management
Boston,
Massachusetts
|
$6K
|
-$7.8K
|
2
|
0%
|
Reduced
|
|
|
1974
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$5K
|
-$2.6K
|
1
|
0%
|
Reduced
|
|
|
1975
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4K
|
$0
|
2
|
0%
|
Maintained
|
|