|
1976
|
FNY Managed Accounts
New York
|
$31K
|
+$882
|
3
|
0.03%
|
Increased
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$31K
|
+$29.6K
|
2
|
0.02%
|
New
|
|
|
1978
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1979
|
Monroe Bank & Trust
Monroe,
Michigan
|
$30K
|
+$28.3K
|
1
|
0.01%
|
New
|
|
|
1980
|
New Capital Management
Houston,
Texas
|
$30K
|
+$3.65K
|
1
|
0.04%
|
Increased
|
|
|
1981
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$29K
|
-$31.3K
|
1
|
0.02%
|
Reduced
|
|
|
1982
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$29K
|
+$29.3K
|
3
|
0.02%
|
New
|
|
|
1983
|
Crewe Advisors
Salt Lake City,
Utah
|
$28K
|
+$25.9K
|
1
|
0.03%
|
New
|
|
|
1984
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$28K
|
+$29.7K
|
4
|
0.03%
|
New
|
|
|
1985
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$26K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$26K
|
-$4.27K
|
1
|
0.02%
|
Reduced
|
|
|
1987
|
Hefty Wealth Partners
Auburn,
Indiana
|
$25K
|
-$4.53K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
Glassman Wealth Services
Vienna,
Virginia
|
$24K
|
+$15.7K
|
4
|
0.01%
|
Increased
|
|
|
1989
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24K
|
+$51
|
1
|
0.01%
|
Increased
|
|
|
1990
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Armbruster Capital Management
Pittsford,
New York
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Wealthcare Capital Management
Richmond,
Virginia
|
$22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Whitnell & Co
Oak Brook,
Illinois
|
$22K
|
+$7.94K
|
4
|
0.01%
|
Increased
|
|
|
1994
|
Vigilant Capital Management
Portland,
Maine
|
$21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Center Coast Capital Advisors
Houston,
Texas
|
$19K
|
+$19.1K
|
1
|
0%
|
New
|
|
|
1996
|
TD Capital Management
Memphis,
Tennessee
|
$18K
|
-$19K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$17K
|
+$17.6K
|
3
|
0.01%
|
New
|
|
|
1998
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Payden & Rygel
Los Angeles,
California
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Delphi Private Advisors
San Diego,
California
|
$15K
|
-$109K
|
1
|
0.04%
|
Reduced
|
|