|
1976
|
Fairscale Capital
Nashua,
New Hampshire
|
$27.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1977
|
West Oak Capital
Westlake Village,
California
|
$27.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Raleigh Capital Management
Cary,
North Carolina
|
$27.2K
|
-$1.39K
|
4
|
0.01%
|
Reduced
|
|
|
1979
|
Perkins Coie Trust Company
Seattle,
Washington
|
$27.1K
|
-$4.94K
|
1
|
0.01%
|
Reduced
|
|
|
1980
|
Steph & Co
Marinette,
Wisconsin
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
McIlrath & Eck
Arlington,
Washington
|
$27K
|
-$10.1K
|
2
|
0%
|
Reduced
|
|
|
1982
|
Monetary Management Group
St Louis,
Missouri
|
$26.2K
|
-$4.82K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
West Financial Advisors
Des Moines,
Iowa
|
$26.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$25.7K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1985
|
PFS Partners
Mine Hill,
New Jersey
|
$25.6K
|
+$115
|
1
|
0.01%
|
Increased
|
|
|
1986
|
J. Safra Asset Management
New York
|
$25.5K
|
+$5.5K
|
1
|
0%
|
Increased
|
|
|
1987
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$25.4K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1988
|
Altshuler Shaham
Tel Aviv,
Israel
|
$25.1K
|
+$436
|
2
|
0%
|
Increased
|
|
|
1989
|
GoalVest Advisory
New York
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Operose Advisors
Milwaukee,
Wisconsin
|
$24.4K
|
-$3.01K
|
2
|
0.01%
|
Reduced
|
|
|
1991
|
Center for Financial Planning
Southfied,
Michigan
|
$23.6K
|
-$10.6K
|
1
|
0%
|
Reduced
|
|
|
1992
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$22.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Aspect Partners
Fairfax,
Virginia
|
$22.3K
|
-$2.57K
|
1
|
0.01%
|
Reduced
|
|
|
1994
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Optiver Holding
Amsterdam,
Netherlands
|
$21.9K
|
-$3.86K
|
1
|
0%
|
Reduced
|
|
|
1996
|
Legacy Investment Solutions
Meridian,
Idaho
|
$21.1K
|
+$20.3K
|
1
|
0.01%
|
New
|
|
|
1997
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$21.1K
|
+$20.3K
|
1
|
0.01%
|
New
|
|
|
1998
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1999
|
Maryland Capital Advisors
Chester,
Maryland
|
$20.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$18.9K
|
$0
|
1
|
0%
|
Maintained
|
|