|
1976
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$55K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1977
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$54K
|
+$52.9K
|
3
|
0.05%
|
New
|
|
|
1978
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$53K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1979
|
CX Institutional
Auburn,
Indiana
|
$50K
|
+$48.2K
|
3
|
0.02%
|
New
|
|
|
1980
|
Financial Enhancement Group
Anderson,
Indiana
|
$50K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1981
|
Intellectus Partners
San Francisco,
California
|
$49K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1982
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$49K
|
+$70K
|
5
|
0.04%
|
New
|
|
|
1983
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$48K
|
+$50.4K
|
2
|
0.04%
|
New
|
|
|
1984
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$48K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1985
|
Daiwa SB Investments
Tokyo,
Japan
|
$48K
|
+$4.56K
|
1
|
0.01%
|
Increased
|
|
|
1986
|
Fusion Family Wealth
Woodbury,
New York
|
$46K
|
+$224
|
2
|
0.01%
|
Increased
|
|
|
1987
|
Balentine LLC
Atlanta,
Georgia
|
$45K
|
+$42.1K
|
3
|
0%
|
New
|
|
|
1988
|
Highlander Capital Management
Short Hills,
New Jersey
|
$44K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1989
|
Marshall & Sullivan
Seattle,
Washington
|
$42.7K
|
+$40.5K
|
1
|
0.04%
|
New
|
|
|
1990
|
Lucia Wealth Services
San Diego,
California
|
$42K
|
-$17.1K
|
1
|
0.02%
|
Reduced
|
|
|
1991
|
WP Advisors
San Francisco,
California
|
$42K
|
+$42.5K
|
3
|
0.04%
|
New
|
|
|
1992
|
|
$41K
|
-$8.25K
|
1
|
0.02%
|
Reduced
|
|
|
1993
|
Northstar Capital Management
New York
|
$41K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1994
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$40K
|
+$37.7K
|
1
|
0.04%
|
New
|
|
|
1995
|
Manatuck Hill Partners
Westport,
Connecticut
|
$40K
|
+$39.4K
|
1
|
0.02%
|
New
|
|
|
1996
|
KHP Capital
Tulsa,
Oklahoma
|
$38K
|
-$95.5K
|
1
|
0.02%
|
Reduced
|
|
|
1997
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$36K
|
-$106K
|
7
|
0.03%
|
Reduced
|
|
|
1998
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$33K
|
-$3.36K
|
1
|
0%
|
Reduced
|
|
|
1999
|
FNY Investment Advisers
New York
|
$33K
|
+$34.8K
|
4
|
0.01%
|
New
|
|
|
2000
|
Crewe Advisors
Salt Lake City,
Utah
|
$32K
|
$0
|
1
|
0.03%
|
Maintained
|
|