|
1976
|
Arlington Partners
Birmingham,
Alabama
|
$66K
|
+$68K
|
3
|
0.06%
|
New
|
|
|
1977
|
Spark Investment Management
New York
|
$65K
|
-$10.1K
|
1
|
0%
|
Reduced
|
|
|
1978
|
Teton Advisors
Rye,
New York
|
$65K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
WealthTrust Fairport
Cleveland,
Ohio
|
$65K
|
+$63.9K
|
3
|
0.01%
|
New
|
|
|
1980
|
Barnett & Company
Chattanooga,
Tennessee
|
$64K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1981
|
AllSquare Wealth Management
Albany,
New York
|
$63K
|
-$8.39K
|
3
|
0.05%
|
Reduced
|
|
|
1982
|
Perkins Coie Trust Company
Seattle,
Washington
|
$63K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1983
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$61K
|
-$9.54K
|
3
|
0.05%
|
Reduced
|
|
|
1984
|
Lucia Wealth Services
San Diego,
California
|
$58K
|
+$58.5K
|
2
|
0.02%
|
New
|
|
|
1985
|
Advisors Preferred
Rockville,
Maryland
|
$57K
|
-$41.6K
|
1
|
0.03%
|
Reduced
|
|
|
1986
|
Intellectus Partners
San Francisco,
California
|
$57K
|
-$29K
|
1
|
0.02%
|
Reduced
|
|
|
1987
|
Smart Portfolios LLC
Seattle,
Washington
|
$57K
|
+$58.8K
|
2
|
0.04%
|
New
|
|
|
1988
|
Fred Alger Management
New York
|
$56K
|
-$12.7K
|
2
|
0%
|
Reduced
|
|
|
1989
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$53K
|
-$37K
|
2
|
0.01%
|
Reduced
|
|
|
1990
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$52K
|
-$444
|
4
|
0.03%
|
Reduced
|
|
|
1991
|
Financial Enhancement Group
Anderson,
Indiana
|
$51K
|
+$49.7K
|
1
|
0.02%
|
New
|
|
|
1992
|
Matisse Capital
Portland,
Oregon
|
$50K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1993
|
Price Wealth
Austin,
Texas
|
$50K
|
-$16.5K
|
6
|
0.03%
|
Reduced
|
|
|
1994
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$46K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1995
|
FNY Partners Fund
New York
|
$45K
|
-$215K
|
1
|
0.02%
|
Reduced
|
|
|
1996
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$45K
|
-$19.2K
|
3
|
0.03%
|
Reduced
|
|
|
1997
|
Fusion Family Wealth
Woodbury,
New York
|
$44K
|
+$9.1K
|
2
|
0.01%
|
Increased
|
|
|
1998
|
Hefty Wealth Partners
Auburn,
Indiana
|
$44K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1999
|
Daiwa SB Investments
Tokyo,
Japan
|
$43K
|
-$8.12K
|
1
|
0.01%
|
Reduced
|
|
|
2000
|
Highlander Capital Management
Short Hills,
New Jersey
|
$41K
|
$0
|
3
|
0.02%
|
Maintained
|
|