|
1976
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Syntal Capital Partners
Midland,
Texas
|
$22K
|
-$372K
|
1
|
0.01%
|
Reduced
|
|
|
1978
|
Private Ocean
San Rafael,
California
|
$21K
|
+$18.6K
|
2
|
0.02%
|
New
|
|
|
1979
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1980
|
West Oak Capital
Westlake Village,
California
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$13K
|
+$12.6K
|
1
|
0%
|
New
|
|
|
1982
|
American Asset Management
Boca Raton,
Florida
|
$12K
|
+$12.8K
|
1
|
0.01%
|
New
|
|
|
1983
|
Qualcomm Inc
San Diego,
California
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
TD Capital Management
Memphis,
Tennessee
|
$7K
|
+$25
|
1
|
0%
|
Increased
|
|
|
1985
|
Winch Advisory Services
Appleton,
Wisconsin
|
$7K
|
-$527K
|
1
|
0%
|
Reduced
|
|
|
1986
|
INR Advisory Services
Media,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Macroview Investment Management
Bethesda,
Maryland
|
$4K
|
+$1.27K
|
2
|
0.01%
|
Increased
|
|
|
1988
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Siphron Capital Management
Beverly Hills,
California
|
$3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Wallington Asset Management
Indianapolis,
Indiana
|
$3K
|
+$3.37K
|
1
|
0%
|
New
|
|
|
1992
|
Capital Impact Advisors
Boston,
Massachusetts
|
$2.24K
|
-$2.13M
|
5
|
0%
|
Reduced
|
|
|
1993
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Kessler Investment Group
Columbus,
Indiana
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
10-15 Associates
Goshen,
New York
|
$0
|
-$8.97M
|
0
|
–
|
Closed
|
|
|
1997
|
Academy Capital Management
Waco,
Texas
|
$0
|
-$7.64M
|
0
|
–
|
Closed
|
|
|
1998
|
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
$0
|
-$13.8M
|
0
|
–
|
Closed
|
|
|
1999
|
Antonetti Capital Management
Naples,
Florida
|
$0
|
-$53K
|
0
|
–
|
Closed
|
|
|
2000
|
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
$0
|
-$7.62M
|
0
|
–
|
Closed
|
|