|
1976
|
Raffa Wealth Management
Washington,
District of Columbia
|
$26K
|
+$12.3K
|
8
|
0.02%
|
Increased
|
|
|
1977
|
FCM Investments
Dallas,
Texas
|
$26K
|
-$431K
|
1
|
0.01%
|
Reduced
|
|
|
1978
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1979
|
South Georgia Capital
Naperville,
Illinois
|
$23K
|
-$11.2K
|
1
|
0.03%
|
Reduced
|
|
|
1980
|
Wealthcare Capital Management
Richmond,
Virginia
|
$23K
|
+$12.2K
|
3
|
0%
|
Increased
|
|
|
1981
|
SRH Advisors
Salina,
Kansas
|
$22K
|
+$1.93K
|
2
|
0.17%
|
Increased
|
|
|
1982
|
Payden & Rygel
Los Angeles,
California
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$19K
|
-$6.77K
|
2
|
0.01%
|
Reduced
|
|
|
1984
|
Winch Advisory Services
Appleton,
Wisconsin
|
$18K
|
-$686K
|
3
|
0.01%
|
Reduced
|
|
|
1985
|
First Foundation Advisors
Irvine,
California
|
$17K
|
-$232K
|
1
|
0%
|
Reduced
|
|
|
1986
|
Financial Advantage
Columbia,
Maryland
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1987
|
Institute for Wealth Management
Denver,
Colorado
|
$11K
|
+$11.5K
|
1
|
0.01%
|
New
|
|
|
1988
|
Madden Advisory Services
Jacksonville,
Florida
|
$11K
|
-$29K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Garrison Bradford & Associates
New York
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Point72 Hong Kong
Hong Kong
|
$7K
|
-$2.23M
|
1
|
0%
|
Reduced
|
|
|
1992
|
Qualcomm Inc
San Diego,
California
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
-$7.57K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Flow Traders U.S.
New York
|
$3K
|
+$3.05K
|
1
|
0%
|
New
|
|
|
1995
|
GM Advisory Group
Melville,
New York
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Denali Advisors
San Diego,
California
|
$2K
|
-$544K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$2K
|
+$2.42K
|
1
|
0%
|
New
|
|
|
1998
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Efficient Market Advisors
San Diego,
California
|
$1K
|
+$534
|
1
|
0%
|
New
|
|
|
2000
|
Capital Impact Advisors
Boston,
Massachusetts
|
$157
|
-$173K
|
1
|
0%
|
Reduced
|
|