|
1976
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$20.5K
|
+$21.4K
|
1
|
0%
|
New
|
|
|
1977
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Janiczek Wealth Management
Denver,
Colorado
|
$19.8K
|
-$2.08K
|
2
|
0.01%
|
Reduced
|
|
|
1979
|
Column Capital Advisors
Indianapolis,
Indiana
|
$19.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Retirement Group
San Diego,
California
|
$19K
|
+$6.24K
|
1
|
0.01%
|
Increased
|
|
|
1981
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19K
|
-$6.55K
|
1
|
0%
|
Reduced
|
|
|
1982
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$17.5K
|
-$1.1K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$17.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$17.5K
|
-$19.6K
|
1
|
0.01%
|
Reduced
|
|
|
1985
|
Resources Management Corp
West Hartford,
Connecticut
|
$17K
|
-$579K
|
1
|
0%
|
Reduced
|
|
|
1986
|
Halpern Financial
Ashburn,
Virginia
|
$16.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1987
|
Jefferies Financial Group
New York
|
$16.9K
|
-$6.02M
|
1
|
0%
|
Reduced
|
|
|
1988
|
Stephens Consulting
Flint,
Michigan
|
$16.9K
|
-$3.2K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Buck Wealth Strategies
Denver,
Colorado
|
$16.1K
|
+$16.3K
|
1
|
0.01%
|
New
|
|
|
1990
|
Caldwell Sutter Capital
Sausalito,
California
|
$16K
|
+$8.47K
|
1
|
0.01%
|
Increased
|
|
|
1991
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$15.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$15.9K
|
+$16.2K
|
1
|
0%
|
New
|
|
|
1993
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.6K
|
-$3.85K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Private Ocean
San Rafael,
California
|
$15.6K
|
-$75.6K
|
1
|
0%
|
Reduced
|
|
|
1995
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$15.3K
|
-$1K
|
2
|
0%
|
Reduced
|
|
|
1996
|
Community Bank
Dewitt,
New York
|
$15.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15.2K
|
-$2.37K
|
1
|
0%
|
Reduced
|
|
|
1998
|
PrairieView Partners
St. Paul,
Minnesota
|
$15K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1999
|
Global Financial Private Client
Sarasota,
Florida
|
$14.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$14.2K
|
-$62.2K
|
2
|
0%
|
Reduced
|
|
