|
1976
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$5K
|
+$4.8K
|
1
|
0%
|
New
|
|
|
1977
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5K
|
+$5.33K
|
1
|
0%
|
New
|
|
|
1978
|
Denali Advisors
San Diego,
California
|
$5K
|
-$365K
|
1
|
0%
|
Reduced
|
|
|
1979
|
USA Financial Formulas
Ada,
Michigan
|
$5K
|
+$3.32K
|
1
|
0%
|
Increased
|
|
|
1980
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$4.65K
|
-$14.5K
|
2
|
0%
|
Reduced
|
|
|
1981
|
ClariVest Asset Management
San Diego,
California
|
$4K
|
-$1.85K
|
2
|
0%
|
Reduced
|
|
|
1982
|
Selective Wealth Management
Forest,
Virginia
|
$4K
|
-$10K
|
1
|
0%
|
Reduced
|
|
|
1983
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Red Cedar Capital
Omaha,
Nebraska
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Cordant Inc
Portland,
Oregon
|
$2K
|
+$2.34K
|
1
|
0%
|
New
|
|
|
1987
|
Fortis Group Advisors
Westwood,
New Jersey
|
$2K
|
+$2.35K
|
1
|
0%
|
New
|
|
|
1988
|
Macroview Investment Management
Bethesda,
Maryland
|
$2K
|
-$2.05K
|
1
|
0%
|
Reduced
|
|
|
1989
|
Moser Wealth Advisors
Bellevue,
Washington
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Permanens Capital
New York
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Tortoise Investment Management
White Plains,
New York
|
$2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1992
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1K
|
+$572
|
1
|
0%
|
New
|
|
|
1993
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
-$8K
|
1
|
0%
|
Reduced
|
|
|
1995
|
1776 Wealth
Atlanta,
Georgia
|
$0
|
-$130K
|
0
|
–
|
Closed
|
|
|
1996
|
22NW LP
Seattle,
Washington
|
$0
|
-$499K
|
0
|
–
|
Closed
|
|
|
1997
|
Ackerman Capital Advisors
Dallas,
Texas
|
$0
|
-$233K
|
0
|
–
|
Closed
|
|
|
1998
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
$0
|
-$1.1M
|
0
|
–
|
Closed
|
|
|
1999
|
Alambic Investment Management
Belvedere,
California
|
$0
|
-$174K
|
0
|
–
|
Closed
|
|
|
2000
|
Alpine Global Management
New York
|
$0
|
-$828K
|
0
|
–
|
Closed
|
|