|
1976
|
Jump Trading
Chicago,
Illinois
|
$108K
|
-$1.59M
|
1
|
0%
|
Reduced
|
|
|
1977
|
Balentine LLC
Atlanta,
Georgia
|
$107K
|
+$29.9K
|
4
|
0.02%
|
Increased
|
|
|
1978
|
Krilogy Financial
St. Louis,
Missouri
|
$105K
|
+$116K
|
6
|
0.05%
|
New
|
|
|
1979
|
Aris Wealth Services
State College,
Pennsylvania
|
$104K
|
-$1.66M
|
4
|
0.22%
|
Reduced
|
|
|
1980
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$99K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1981
|
Lenox Wealth Advisors
New York
|
$95K
|
+$21.8K
|
3
|
0.03%
|
Increased
|
|
|
1982
|
Estabrook Capital Management
New York
|
$93.7K
|
+$17.2K
|
3
|
0.01%
|
Increased
|
|
|
1983
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$91K
|
+$54.4K
|
1
|
0.01%
|
New
|
|
|
1984
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$90K
|
+$34.8K
|
5
|
0.06%
|
Increased
|
|
|
1985
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$89K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1986
|
TD Securities (USA)
New York
|
$86K
|
-$66.6M
|
5
|
0.79%
|
Reduced
|
|
|
1987
|
Point72 Hong Kong
Hong Kong
|
$85K
|
-$105K
|
1
|
0.13%
|
Reduced
|
|
|
1988
|
American National Bank & Trust
Wichita Falls,
Texas
|
$81K
|
+$16.9K
|
3
|
0.03%
|
Increased
|
|
|
1989
|
Pathstone Family Office
Englewood,
New Jersey
|
$78K
|
+$21.2K
|
3
|
0.21%
|
Increased
|
|
|
1990
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$76K
|
+$83.4K
|
1
|
0.05%
|
New
|
|
|
1991
|
Catamount Wealth Management
Westport,
Connecticut
|
$72K
|
+$27.4K
|
2
|
0.07%
|
Increased
|
|
|
1992
|
Albion Financial Group
Salt Lake City,
Utah
|
$69K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$68K
|
+$11K
|
2
|
0.08%
|
Increased
|
|
|
1994
|
US Financial Advisors
Braintree,
Massachusetts
|
$68K
|
+$50.2K
|
5
|
0.11%
|
Increased
|
|
|
1995
|
North Star Investment Management
Chicago,
Illinois
|
$65K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
1996
|
ID Management A/S
Randers,
Denmark
|
$64K
|
+$71.8K
|
1
|
0.03%
|
New
|
|
|
1997
|
Waverly Advisors
Birmingham,
Alabama
|
$62K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1998
|
Horrell Capital Management
Little Rock,
Arkansas
|
$61K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1999
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$61K
|
+$7K
|
1
|
0.05%
|
Increased
|
|
|
2000
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$57K
|
+$8.8K
|
3
|
0.19%
|
Increased
|
|