|
1976
|
Naples Money Management
Naples,
Florida
|
$6.7K
|
-$59.2K
|
1
|
0.01%
|
Reduced
|
|
|
1977
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$6.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
HBC Financial Services
Seattle,
Washington
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
SJS Investment Consulting
Sylvania,
Ohio
|
$5.8K
|
-$40.5K
|
2
|
0%
|
Reduced
|
|
|
1980
|
BBJS Financial Advisors
Seattle,
Washington
|
$5.56K
|
-$3.13K
|
1
|
0%
|
Reduced
|
|
|
1981
|
Davis Capital Management
Jacksonville,
Florida
|
$5.46K
|
+$5.16K
|
1
|
0%
|
New
|
|
|
1982
|
Global Financial Private Client
Sarasota,
Florida
|
$5.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$5.02K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Robinswood Financial
Kirkland,
Washington
|
$4.94K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
NVWM LLC
Yardley,
Pennsylvania
|
$4.56K
|
-$2.39K
|
1
|
0%
|
Reduced
|
|
|
1987
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$4.35K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
CGC Financial Services
Lake Oswego,
Oregon
|
$4.33K
|
+$614
|
2
|
0%
|
Increased
|
|
|
1989
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4.24K
|
-$2.89K
|
1
|
0%
|
Reduced
|
|
|
1990
|
Duncker Streett & Co
St. Louis,
Missouri
|
$4.19K
|
-$7.12K
|
2
|
0%
|
Reduced
|
|
|
1991
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$4K
|
-$52K
|
1
|
0%
|
Reduced
|
|
|
1992
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$4K
|
-$5.58K
|
1
|
0%
|
Reduced
|
|
|
1993
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$3.75K
|
+$3.44K
|
1
|
0%
|
New
|
|
|
1995
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$3.74K
|
+$123
|
2
|
0%
|
Increased
|
|
|
1996
|
Performa Ltd (US)
Charleston,
South Carolina
|
$3.42K
|
-$3.93K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3.38K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Aspect Partners
Fairfax,
Virginia
|
$3.35K
|
+$3.07K
|
1
|
0%
|
New
|
|
|
1999
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$3.32K
|
+$2.41K
|
2
|
0%
|
New
|
|
|
2000
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.19K
|
-$13.7K
|
2
|
0%
|
Reduced
|
|