|
1976
|
Advisors Preferred
Rockville,
Maryland
|
$15K
|
-$476K
|
1
|
0.02%
|
Reduced
|
|
|
1977
|
Water Island Capital
New York
|
$15K
|
+$5.09K
|
1
|
0%
|
Increased
|
|
|
1978
|
Family Capital Trust
Peabody,
Massachusetts
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
Payden & Rygel
Los Angeles,
California
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
First Personal Financial Services
Charlotte,
North Carolina
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$13K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1982
|
Redwood Investments
Boston,
Massachusetts
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Aris Wealth Services
State College,
Pennsylvania
|
$12K
|
-$109K
|
3
|
0.03%
|
Reduced
|
|
|
1984
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
-$70K
|
2
|
0%
|
Reduced
|
|
|
1985
|
Financial Advantage
Columbia,
Maryland
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$12K
|
-$52.6K
|
3
|
0.01%
|
Reduced
|
|
|
1987
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$11K
|
-$17.9K
|
2
|
0.01%
|
Reduced
|
|
|
1988
|
Bouchey Financial Group
Troy,
New York
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1989
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Pathstone Family Office
Englewood,
New Jersey
|
$10K
|
-$1.8K
|
3
|
0.03%
|
Reduced
|
|
|
1991
|
First Foundation Advisors
Irvine,
California
|
$9K
|
-$36.2K
|
1
|
0%
|
Reduced
|
|
|
1992
|
Madden Advisory Services
Jacksonville,
Florida
|
$7K
|
+$6.35K
|
3
|
0%
|
Increased
|
|
|
1993
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$7K
|
+$852
|
2
|
0%
|
Increased
|
|
|
1994
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$4.73K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$4K
|
-$10.5K
|
2
|
0%
|
Reduced
|
|
|
1997
|
Piershale Financial Group
Barrington,
Illinois
|
$4K
|
+$4.6K
|
1
|
0%
|
New
|
|
|
1998
|
Shamrock Asset Management
Dallas,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3K
|
+$3K
|
1
|
0%
|
New
|
|
|
2000
|
Rezny Wealth Management
Fort Myers,
Florida
|
$2K
|
+$2.93K
|
1
|
0%
|
New
|
|