|
1976
|
Archer Investment Corporation
Carmel,
Indiana
|
$109K
|
+$223
|
4
|
0.05%
|
Increased
|
|
|
1977
|
Kings Point Capital Management
Great Neck,
New York
|
$108K
|
-$13K
|
1
|
0.01%
|
Reduced
|
|
|
1978
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$108K
|
-$3.5K
|
7
|
0.03%
|
Reduced
|
|
|
1979
|
Islay Capital Management
Lubbock,
Texas
|
$99K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1980
|
Rational Advisors
Huntington,
New York
|
$97K
|
+$50.8K
|
1
|
0.03%
|
Increased
|
|
|
1981
|
Tarbox Family Office
Newport Beach,
California
|
$97K
|
+$2.61K
|
15
|
0.02%
|
Increased
|
|
|
1982
|
Jacob Asset Management of New York
Hermosa Beach,
California
|
$96K
|
+$97.5K
|
1
|
0.07%
|
New
|
|
|
1983
|
Gleason Group
Prospect,
Kentucky
|
$92K
|
+$54.5K
|
2
|
0.04%
|
Increased
|
|
|
1984
|
Arlington Partners
Birmingham,
Alabama
|
$91K
|
+$24.9K
|
2
|
0.04%
|
Increased
|
|
|
1985
|
D'Orazio & Associates
Falls Church,
Virginia
|
$89K
|
+$14.7K
|
4
|
0.03%
|
Increased
|
|
|
1986
|
Red Cedar Capital
Omaha,
Nebraska
|
$87K
|
-$61.9K
|
2
|
0.06%
|
Reduced
|
|
|
1987
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$85K
|
+$80.7K
|
3
|
0.04%
|
New
|
|
|
1988
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$84K
|
-$44K
|
1
|
0.02%
|
Reduced
|
|
|
1989
|
|
$84K
|
+$80.4K
|
1
|
0.06%
|
New
|
|
|
1990
|
SMH Capital Advisors
Fort Worth,
Texas
|
$84K
|
+$99.8K
|
1
|
0.21%
|
New
|
|
|
1991
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$83K
|
+$80.2K
|
3
|
0.07%
|
New
|
|
|
1992
|
Tradewinds Capital Management
Bellingham,
Washington
|
$81K
|
+$182
|
4
|
0.02%
|
Increased
|
|
|
1993
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$80K
|
+$3.11K
|
1
|
0.05%
|
Increased
|
|
|
1994
|
HC Financial Advisors
Lafayette,
California
|
$80K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1995
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$77K
|
-$60.3K
|
6
|
0.05%
|
Reduced
|
|
|
1996
|
IMA Advisory Services
Denver,
Colorado
|
$77K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1997
|
Tradition Wealth Management
Edina,
Minnesota
|
$76K
|
+$73.2K
|
5
|
0.01%
|
New
|
|
|
1998
|
Westside Investment Management
Santa Monica,
California
|
$75.1K
|
+$56.6K
|
4
|
0.21%
|
Increased
|
|
|
1999
|
M&R Capital Management
Summit,
New Jersey
|
$74K
|
-$30.6K
|
5
|
0.02%
|
Reduced
|
|
|
2000
|
Rock Creek Group
Washington,
District of Columbia
|
$74K
|
+$20K
|
1
|
0.03%
|
Increased
|
|