|
1976
|
Intellectus Partners
San Francisco,
California
|
$38K
|
+$9.65K
|
2
|
0.01%
|
Increased
|
|
|
1977
|
Family Legacy Inc
Greenville,
South Carolina
|
$37K
|
+$38.7K
|
1
|
0.03%
|
New
|
|
|
1978
|
IMA Advisory Services
Denver,
Colorado
|
$36K
|
+$36.9K
|
4
|
0.02%
|
New
|
|
|
1979
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$35K
|
-$9.89K
|
2
|
0.03%
|
Reduced
|
|
|
1980
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$35K
|
+$31.4K
|
2
|
0.03%
|
Increased
|
|
|
1981
|
AllSquare Wealth Management
Albany,
New York
|
$31K
|
+$6.97K
|
4
|
0.02%
|
Increased
|
|
|
1982
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$31K
|
-$672
|
3
|
0.01%
|
Reduced
|
|
|
1983
|
Catamount Wealth Management
Westport,
Connecticut
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Centerpoint Advisors
Needham,
Massachusetts
|
$30K
|
+$18.3K
|
5
|
0.03%
|
Increased
|
|
|
1985
|
Country Trust Bank
Bloomington,
Illinois
|
$30K
|
-$15K
|
1
|
0%
|
Reduced
|
|
|
1986
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$30K
|
+$30.3K
|
3
|
0%
|
New
|
|
|
1987
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$28K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1988
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Trust Asset Management
Houston,
Texas
|
$27K
|
+$28.3K
|
1
|
0.01%
|
New
|
|
|
1990
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$25K
|
+$23K
|
1
|
0.01%
|
New
|
|
|
1991
|
C-J Advisory
San Jose,
California
|
$22K
|
-$10.4K
|
2
|
0.02%
|
Reduced
|
|
|
1992
|
Janiczek Wealth Management
Denver,
Colorado
|
$22K
|
+$21K
|
1
|
0.01%
|
New
|
|
|
1993
|
Trust Company
Manhattan,
Kansas
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1994
|
Solaris Asset Management
New York
|
$19K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1995
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$18K
|
+$14.9K
|
2
|
0.01%
|
Increased
|
|
|
1996
|
Shamrock Asset Management
Dallas,
Texas
|
$18K
|
+$78
|
2
|
0.01%
|
Increased
|
|
|
1997
|
Financial Enhancement Group
Anderson,
Indiana
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1998
|
Founders Capital Management (Texas)
Houston,
Texas
|
$17K
|
+$6.32K
|
1
|
0.01%
|
Increased
|
|
|
1999
|
Trilogy Capital
Irvine,
California
|
$17K
|
+$1.83K
|
5
|
0%
|
Increased
|
|
|
2000
|
West Oak Capital
Westlake Village,
California
|
$17K
|
+$3.72K
|
2
|
0.01%
|
Increased
|
|