|
1976
|
Private Ocean
San Rafael,
California
|
$23K
|
-$96K
|
1
|
0.02%
|
Reduced
|
|
|
1977
|
TD Capital Management
Memphis,
Tennessee
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Glassman Wealth Services
Vienna,
Virginia
|
$22K
|
+$22.4K
|
2
|
0.02%
|
New
|
|
|
1979
|
Financial Advantage
Columbia,
Maryland
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$20K
|
+$19.1K
|
2
|
0.02%
|
New
|
|
|
1981
|
WealthTrust Fairport
Cleveland,
Ohio
|
$19K
|
+$14.6K
|
3
|
0%
|
Increased
|
|
|
1982
|
Arrow Capital Management
New York
|
$13K
|
-$7.75K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
Lagoda Investment Management
New York
|
$12K
|
+$158K
|
1
|
0%
|
New
|
|
|
1984
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$9K
|
-$70.5K
|
2
|
0%
|
Reduced
|
|
|
1985
|
Horrell Capital Management
Little Rock,
Arkansas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Ironwood Financial
Tucson,
Arizona
|
$4K
|
+$4.26K
|
1
|
0%
|
New
|
|
|
1987
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$4K
|
+$3.81K
|
1
|
0.01%
|
New
|
|
|
1988
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$3.71K
|
-$329K
|
1
|
0.04%
|
Reduced
|
|
|
1989
|
Cambria Investment Management
Manhattan Beach,
California
|
$3K
|
+$3.24K
|
1
|
0%
|
New
|
|
|
1990
|
Hutchens Investment Management
Concord,
New Hampshire
|
$3K
|
+$3.49K
|
1
|
0%
|
New
|
|
|
1991
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$3K
|
+$3.49K
|
1
|
0%
|
New
|
|
|
1992
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$2K
|
+$2.44K
|
1
|
0%
|
New
|
|
|
1993
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$1K
|
+$1.2K
|
1
|
0%
|
New
|
|
|
1994
|
Globeflex Capital
San Diego,
California
|
$1K
|
-$891K
|
1
|
0%
|
Reduced
|
|
|
1995
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$1K
|
-$3.35K
|
1
|
0%
|
Reduced
|
|
|
1996
|
3G Capital Partners
New York
|
$0
|
-$4.98M
|
0
|
–
|
Closed
|
|
|
1997
|
Academy Capital Management
Waco,
Texas
|
$0
|
-$136K
|
0
|
–
|
Closed
|
|
|
1998
|
Advent Capital Management
New York
|
$0
|
-$2M
|
0
|
–
|
Closed
|
|
|
1999
|
Afton Capital Management
Charlotte,
North Carolina
|
$0
|
-$835K
|
0
|
–
|
Closed
|
|
|
2000
|
AJO LP
Philadelphia,
Pennsylvania
|
$0
|
-$130M
|
0
|
–
|
Closed
|
|