|
1976
|
TRH Financial
North Liberty,
Iowa
|
$72K
|
+$1.89K
|
1
|
0.04%
|
Increased
|
|
|
1977
|
AllSquare Wealth Management
Albany,
New York
|
$71K
|
-$7K
|
4
|
0.05%
|
Reduced
|
|
|
1978
|
Founders Capital Management (Texas)
Houston,
Texas
|
$71K
|
+$69.1K
|
3
|
0.05%
|
New
|
|
|
1979
|
Gilder Gagnon Howe & Co
New York
|
$71K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Matrix Asset Advisors
White Plains,
New York
|
$71K
|
+$69.8K
|
1
|
0.01%
|
New
|
|
|
1981
|
Royal Fund Management
Lady Lake,
Florida
|
$71K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1982
|
Cantor Fitzgerald Investment Advisors
New York
|
$70K
|
+$69K
|
1
|
0.01%
|
New
|
|
|
1983
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$70K
|
-$5.87K
|
1
|
0.02%
|
Reduced
|
|
|
1984
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$69K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1985
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$68K
|
+$67.3K
|
1
|
0.02%
|
New
|
|
|
1986
|
Centaurus Financial
Anaheim,
California
|
$68K
|
+$66.3K
|
1
|
0.01%
|
New
|
|
|
1987
|
Madden Securities
Dallas,
Texas
|
$68K
|
+$66.5K
|
1
|
0.04%
|
New
|
|
|
1988
|
Reliant Investment Management
Memphis,
Tennessee
|
$68K
|
+$66.5K
|
1
|
0.04%
|
New
|
|
|
1989
|
S.A. Mason
Holland,
Michigan
|
$68K
|
-$27.6K
|
2
|
0.06%
|
Reduced
|
|
|
1990
|
Lenox Wealth Advisors
New York
|
$67K
|
+$28K
|
5
|
0.01%
|
Increased
|
|
|
1991
|
SOA Wealth Advisors
New York
|
$67K
|
+$66.2K
|
4
|
0.02%
|
New
|
|
|
1992
|
Concord Wealth Partners
Abingdon,
Virginia
|
$66K
|
+$62.6K
|
5
|
0.05%
|
New
|
|
|
1993
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$66K
|
+$65K
|
1
|
0.07%
|
New
|
|
|
1994
|
Harvest Fund Management
Beijing,
China
|
$66K
|
+$59.7K
|
1
|
0.01%
|
New
|
|
|
1995
|
HBW Advisory Services
Simi Valley,
California
|
$66K
|
+$65K
|
1
|
0.02%
|
New
|
|
|
1996
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$66K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1997
|
Winch Advisory Services
Appleton,
Wisconsin
|
$66K
|
-$5.27K
|
1
|
0.03%
|
Reduced
|
|
|
1998
|
Centerpoint Advisors
Needham,
Massachusetts
|
$65K
|
-$5.36K
|
2
|
0.04%
|
Reduced
|
|
|
1999
|
Rench Wealth Management
Denton,
Texas
|
$65K
|
+$64K
|
1
|
0.04%
|
New
|
|
|
2000
|
Whitney & Co
Rochester,
New York
|
$65K
|
-$2.6M
|
1
|
0.01%
|
Reduced
|
|