|
1976
|
Manchester Financial
Westlake Village,
California
|
$13K
|
+$2.1K
|
4
|
0.01%
|
Increased
|
|
|
1977
|
Leelyn Smith
Geneva,
Illinois
|
$12K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1978
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11K
|
+$2.74K
|
2
|
0%
|
Increased
|
|
|
1979
|
Westside Investment Management
Santa Monica,
California
|
$10.7K
|
+$40.4K
|
5
|
0%
|
Increased
|
|
|
1980
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$10K
|
-$4K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
First Command Bank
Fort Worth,
Texas
|
$10K
|
+$8.62K
|
2
|
0%
|
Increased
|
|
|
1982
|
First Command Financial Services
Fort Worth,
Texas
|
$10K
|
+$8.62K
|
2
|
0%
|
Increased
|
|
|
1983
|
Payden & Rygel
Los Angeles,
California
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
PrairieView Partners
St. Paul,
Minnesota
|
$10K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1985
|
Professional Financial Advisors
North Platte,
Nebraska
|
$10K
|
+$10.6K
|
2
|
0.01%
|
New
|
|
|
1986
|
TimeScale Financial
Danvers,
Massachusetts
|
$10K
|
+$95
|
3
|
0%
|
Increased
|
|
|
1987
|
Provident Wealth Management
Brentwood,
Tennessee
|
$9K
|
+$8.85K
|
1
|
0.01%
|
New
|
|
|
1988
|
Aspire Private Capital
Cornelius,
North Carolina
|
$8K
|
+$2.65K
|
3
|
0%
|
Increased
|
|
|
1989
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1991
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$7K
|
-$680K
|
1
|
0.02%
|
Reduced
|
|
|
1992
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$7K
|
-$4.23K
|
2
|
0%
|
Reduced
|
|
|
1993
|
Spark Investment Management
New York
|
$7K
|
-$7.74K
|
1
|
0.01%
|
Reduced
|
|
|
1994
|
Artemis Wealth Advisors
New York
|
$6.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6K
|
-$7.75K
|
2
|
0%
|
Reduced
|
|
|
1996
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$6K
|
-$8K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Wellington Shields & Co
New York
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Global Financial Private Client
Sarasota,
Florida
|
$5.22K
|
-$3.6K
|
1
|
0%
|
Reduced
|
|
|
2000
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$5K
|
$0
|
2
|
0%
|
Maintained
|
|