|
1976
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$30K
|
+$189
|
2
|
0%
|
Increased
|
|
|
1977
|
WealthPLAN Partners
Omaha,
Nebraska
|
$28.8K
|
+$28.5K
|
2
|
0.1%
|
New
|
|
|
1978
|
Delphi Private Advisors
San Diego,
California
|
$25K
|
-$51.3K
|
1
|
0.05%
|
Reduced
|
|
|
1979
|
Kessler Investment Group
Columbus,
Indiana
|
$25K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1980
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
Lloyds Banking Group
London,
United Kingdom
|
$22K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1982
|
Regal Wealth Group
Seal Beach,
California
|
$22K
|
-$3K
|
1
|
0.02%
|
Reduced
|
|
|
1983
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Horan Securities
Cincinnati,
United States
|
$19K
|
+$19.1K
|
1
|
0.02%
|
New
|
|
|
1986
|
Parallax Volatility Advisers
San Francisco,
California
|
$19K
|
-$10.6M
|
1
|
0%
|
Reduced
|
|
|
1987
|
Hexavest
Montreal,
Quebec, Canada
|
$17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1988
|
SRH Advisors
Salina,
Kansas
|
$15K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1989
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$15K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1990
|
Watermark Asset Management
San Ramon,
California
|
$14K
|
+$14K
|
1
|
0.01%
|
New
|
|
|
1991
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$13K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1992
|
Pathstone Family Office
Englewood,
New Jersey
|
$13K
|
+$14.1K
|
4
|
0.01%
|
New
|
|
|
1993
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$12K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1994
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Guinness Asset Management
London,
United Kingdom
|
$12K
|
-$4.93K
|
2
|
0%
|
Reduced
|
|
|
1996
|
New York Life Trust
New York
|
$12K
|
-$38.5K
|
2
|
0.58%
|
Reduced
|
|
|
1997
|
Vigilant Capital Management
Portland,
Maine
|
$12K
|
-$32.3K
|
1
|
0%
|
Reduced
|
|
|
1998
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11K
|
+$10.7K
|
1
|
0.01%
|
New
|
|
|
1999
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.7K
|
-$4.66K
|
4
|
0.01%
|
Reduced
|
|
|
2000
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9K
|
$0
|
2
|
0%
|
Maintained
|
|