|
1976
|
Bangor Savings Bank
Bangor,
Maine
|
$24.6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1977
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$22.4K
|
+$21.8K
|
1
|
0%
|
New
|
|
|
1978
|
Aspect Partners
Fairfax,
Virginia
|
$21.9K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1979
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$21.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$20K
|
-$2.78K
|
2
|
0.01%
|
Reduced
|
|
|
1982
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$19.6K
|
+$17.8K
|
1
|
0%
|
Increased
|
|
|
1983
|
Maryland Capital Advisors
Chester,
Maryland
|
$19.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$19.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
|
$19K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$19K
|
-$546
|
3
|
0%
|
Reduced
|
|
|
1987
|
Pacific Capital Wealth Advisors
Corona,
California
|
$17.9K
|
+$16.9K
|
3
|
0%
|
New
|
|
|
1988
|
SJS Investment Consulting
Sylvania,
Ohio
|
$17.7K
|
+$684
|
9
|
0%
|
Increased
|
|
|
1989
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$17.2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1990
|
Optiver Holding
Amsterdam,
Netherlands
|
$17.1K
|
+$15.7K
|
1
|
0%
|
New
|
|
|
1991
|
Stephens Consulting
Flint,
Michigan
|
$16.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.5K
|
-$58.5K
|
1
|
0%
|
Reduced
|
|
|
1993
|
First Financial Corp
Terre Haute,
Indiana
|
$16.2K
|
+$15K
|
2
|
0.01%
|
New
|
|
|
1994
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$16K
|
-$18K
|
1
|
0.01%
|
Reduced
|
|
|
1996
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Pineridge Advisors
St. Charles,
Missouri
|
$15.6K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1998
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$15.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Financial Connections Group
Corte Madera,
California
|
$15K
|
+$121
|
1
|
0.02%
|
Increased
|
|
|
2000
|
Aspire Private Capital
Cornelius,
North Carolina
|
$14.9K
|
$0
|
1
|
0%
|
Maintained
|
|