|
1976
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$6.14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$6.14K
|
-$1.6K
|
1
|
0%
|
Reduced
|
|
|
1978
|
HBC Financial Services
Seattle,
Washington
|
$6K
|
+$2.86K
|
1
|
0%
|
Increased
|
|
|
1979
|
Davidson Capital Management
Corpus Christi,
Texas
|
$5.83K
|
+$687
|
1
|
0%
|
Increased
|
|
|
1980
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.71K
|
+$1.72K
|
1
|
0%
|
Increased
|
|
|
1981
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5.68K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1982
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$5.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$5.34K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Global Financial Private Client
Sarasota,
Florida
|
$5.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Summit Securities Group
New York
|
$5K
|
-$2.06K
|
1
|
0%
|
Reduced
|
|
|
1986
|
Iron Horse Wealth Management
Johston,
Iowa
|
$4.91K
|
+$2.92K
|
1
|
0%
|
Increased
|
|
|
1987
|
Frazier Financial Advisors
Columbus,
Ohio
|
$4.67K
|
+$4.35K
|
1
|
0%
|
New
|
|
|
1988
|
Robinswood Financial
Kirkland,
Washington
|
$4.67K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$4.61K
|
-$4.87K
|
1
|
0%
|
Reduced
|
|
|
1990
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$3.99K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$3.93K
|
+$3.67K
|
1
|
0%
|
New
|
|
|
1992
|
McIlrath & Eck
Arlington,
Washington
|
$3.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.48K
|
+$2.18K
|
1
|
0%
|
New
|
|
|
1994
|
Bellevue Asset Management
Bellevue,
Washington
|
$3.48K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.44K
|
+$3.21K
|
1
|
0%
|
New
|
|
|
1996
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3.38K
|
+$3.15K
|
1
|
0%
|
New
|
|
|
1997
|
Private Ocean
San Rafael,
California
|
$3.07K
|
-$4.98K
|
1
|
0%
|
Reduced
|
|
|
1998
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2.89K
|
+$2.37K
|
2
|
0%
|
New
|
|
|
1999
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.66K
|
-$1.88K
|
2
|
0%
|
Reduced
|
|
|
2000
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$2.64K
|
$0
|
1
|
0%
|
Maintained
|
|