|
1976
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$36.1K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1977
|
Horrell Capital Management
Little Rock,
Arkansas
|
$36K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1978
|
Rialto Wealth Management
Syracuse,
New York
|
$35.2K
|
+$4.65K
|
4
|
0.01%
|
Increased
|
|
|
1979
|
Kilter Group
Rhinebeck,
New York
|
$34.8K
|
+$4.3K
|
3
|
0.02%
|
Increased
|
|
|
1980
|
Essential Investment Partners
Englewood,
Colorado
|
$34.3K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1981
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$33.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1982
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$33K
|
+$19.4K
|
3
|
0.01%
|
Increased
|
|
|
1983
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$32.2K
|
+$5.57K
|
3
|
0.01%
|
Increased
|
|
|
1984
|
Elevation Wealth Partners
Santa Rosa,
California
|
$32.1K
|
+$8.73K
|
3
|
0.01%
|
Increased
|
|
|
1985
|
Kerr Financial Planning
Fresno,
California
|
$31.6K
|
+$889
|
1
|
0.02%
|
Increased
|
|
|
1986
|
Arlington Trust
Birmingham,
Alabama
|
$31.4K
|
+$28.4K
|
1
|
0%
|
New
|
|
|
1987
|
Rational Advisors
Huntington,
New York
|
$31.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$31.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1989
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$30.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Wolff Wiese Magana
Carslbad,
California
|
$30.1K
|
-$12.6K
|
3
|
0.02%
|
Reduced
|
|
|
1991
|
GFG Capital
Miami,
Florida
|
$29.7K
|
+$35.8K
|
1
|
0.01%
|
New
|
|
|
1992
|
Bluefin Capital Management
New York
|
$29.4K
|
+$51.1K
|
1
|
0.02%
|
New
|
|
|
1993
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$29.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1994
|
Raffa Wealth Management
Washington,
District of Columbia
|
$28.6K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1995
|
West Branch Capital
Amherst,
Massachusetts
|
$28.3K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1996
|
Clal Insurance
Tel-Aviv,
Israel
|
$28K
|
-$4.45K
|
1
|
0%
|
Reduced
|
|
|
1997
|
CDKV Holdings
Denver,
Colorado
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Finward Bancorp
Munster,
Indiana
|
$26.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2000
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$26.3K
|
+$27.3K
|
3
|
0.02%
|
New
|
|